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 187 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $800 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
9,785
shares
|
$678,981
1.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,229
shares
|
$640,400
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,940
shares
|
$620,346
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,531
shares
|
$591,966
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
8,448
shares
|
$586,206
0.07% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,186
shares
|
$568,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,951
shares
|
$551,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,902
shares
|
$548,319
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
7,819
shares
|
$542,560
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
7,811
shares
|
$542,005
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,032
shares
|
$487,950
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,959
shares
|
$482,885
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,883
shares
|
$477,611
0.06% of portfolio
|
Q4 2024
Added 67.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,725
shares
|
$466,647
0.03% of portfolio
|
Q4 2024
Added 91.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$451,035
0.0% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,395
shares
|
$443,749
0.0% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,371
shares
|
$442,083
0.01% of portfolio
|
Q4 2024
Added 79.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,289
shares
|
$436,393
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,029
shares
|
$418,352
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,018
shares
|
$417,589
0.02% of portfolio
|
Q4 2024
Added 45.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,508
shares
|
$382,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,438
shares
|
$377,342
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,434
shares
|
$377,065
0.01% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,048
shares
|
$350,280
0.06% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,020
shares
|
$348,337
0.02% of portfolio
|
Q3 2024
Reduced 5.75%
|