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 192 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 $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
5,508
shares
|
$379,886
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,438
shares
|
$375,058
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,434
shares
|
$374,782
0.01% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
5,384
shares
|
$371,334
0.01% of portfolio
|
Q4 2024
Added 61.58%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,048
shares
|
$348,160
0.06% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,020
shares
|
$346,229
0.02% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,412
shares
|
$304,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,389
shares
|
$302,709
0.11% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,333
shares
|
$298,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,276
shares
|
$294,915
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
4,012
shares
|
$276,707
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$275,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,934
shares
|
$271,327
0.01% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,756
shares
|
$259,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,657
shares
|
$252,223
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,610
shares
|
$248,981
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,532
shares
|
$243,602
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,510
shares
|
$242,084
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,372
shares
|
$232,566
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,303
shares
|
$227,807
0.03% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,289
shares
|
$226,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,254
shares
|
$224,428
0.11% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,251
shares
|
$224,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,199
shares
|
$220,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,110
shares
|
$214,496
0.03% of portfolio
|
Q3 2024
New holding
|