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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,862
shares
|
$604,565
0.04% of portfolio
|
Q1 2025
Added 31.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,749
shares
|
$596,856
0.0% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,629
shares
|
$588,670
0.02% of portfolio
|
Q1 2025
Added 43.12%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,627
shares
|
$588,533
0.41% of portfolio
|
Q2 2024
Added 33.26%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,600
shares
|
$586,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,343
shares
|
$569,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
8,000
shares
|
$545,760
0.01% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,925
shares
|
$540,643
0.03% of portfolio
|
Q1 2025
Added 81.77%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,819
shares
|
$533,412
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,629
shares
|
$520,450
0.12% of portfolio
|
Q1 2025
Added 185.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,391
shares
|
$504,214
0.02% of portfolio
|
Q2 2025
Added 60.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,365
shares
|
$502,440
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
7,069
shares
|
$482,247
0.07% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,874
shares
|
$468,944
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
6,815
shares
|
$464,919
0.58% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
6,690
shares
|
$456,391
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,575
shares
|
$448,546
0.01% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,570
shares
|
$448,205
0.0% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,415
shares
|
$437,631
0.0% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,246
shares
|
$426,102
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
6,164
shares
|
$420,508
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,140
shares
|
$418,870
0.01% of portfolio
|
Q1 2025
Reduced 28.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,786
shares
|
$394,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,715
shares
|
$389,877
0.02% of portfolio
|
Q1 2025
Reduced 91.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,350
shares
|
$364,977
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|