Institutional Ownership Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO). We have compiled data on the 223 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,412
shares
|
$983,186
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
14,391
shares
|
$981,754
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
14,211
shares
|
$969,474
0.37% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
14,079
shares
|
$960,469
0.2% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,541
shares
|
$923,767
0.15% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,500
shares
|
$920,970
0.0% of portfolio
|
Q1 2025
Reduced 25.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,429
shares
|
$916,126
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
13,362
shares
|
$911,555
0.06% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
13,172
shares
|
$898,593
0.6% of portfolio
|
Q1 2025
Added 18.63%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,089
shares
|
$824,711
0.03% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
12,045
shares
|
$821,709
0.02% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
11,236
shares
|
$766,519
0.05% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,206
shares
|
$764,473
0.08% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
11,029
shares
|
$752,398
0.15% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
10,992
shares
|
$749,874
0.11% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
10,870
shares
|
$741,551
0.84% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,543
shares
|
$719,243
0.01% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
10,272
shares
|
$700,755
0.08% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
10,031
shares
|
$684,314
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
9,836
shares
|
$671,011
0.02% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
9,798
shares
|
$668,419
1.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,612
shares
|
$655,730
0.09% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,351
shares
|
$637,925
0.01% of portfolio
|
Q1 2025
Reduced 29.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,220
shares
|
$628,988
0.02% of portfolio
|
Q1 2025
Added 78.44%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
9,017
shares
|
$615,139
0.32% of portfolio
|
Q1 2025
Added 362.89%
|