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 241 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
15,896
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
15,890
shares
|
$1.09 Million
0.94% of portfolio
|
Q2 2025
Added 20.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,713
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 560.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,255
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
15,207
shares
|
$1.04 Million
0.2% of portfolio
|
Q2 2025
Added 37.88%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
15,001
shares
|
$1.03 Million
0.66% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,791
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
14,383
shares
|
$983,509
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
14,268
shares
|
$975,645
0.04% of portfolio
|
Q2 2025
Added 167.89%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
14,236
shares
|
$973,457
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
14,079
shares
|
$962,722
0.2% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
13,924
shares
|
$952,123
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
13,541
shares
|
$925,933
0.15% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,104
shares
|
$896,051
0.05% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,089
shares
|
$826,645
0.03% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,023
shares
|
$822,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,800
shares
|
$806,884
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
11,715
shares
|
$801,071
0.03% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
11,206
shares
|
$766,266
0.08% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
11,139
shares
|
$761,684
0.09% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11,131
shares
|
$761,137
0.09% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,985
shares
|
$751,154
0.02% of portfolio
|
Q2 2025
Added 78.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,863
shares
|
$742,811
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
10,685
shares
|
$730,640
0.81% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
10,070
shares
|
$688,586
0.08% of portfolio
|
Q2 2025
New holding
|