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 232 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,351
shares
|
$643,816
0.01% of portfolio
|
Q1 2025
Reduced 29.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,220
shares
|
$634,797
0.02% of portfolio
|
Q1 2025
Added 78.44%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
9,017
shares
|
$620,820
0.32% of portfolio
|
Q1 2025
Added 362.89%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,862
shares
|
$610,148
0.04% of portfolio
|
Q1 2025
Added 31.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,753
shares
|
$602,644
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,749
shares
|
$602,368
0.0% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,629
shares
|
$594,106
0.02% of portfolio
|
Q1 2025
Added 43.12%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
8,627
shares
|
$593,968
0.41% of portfolio
|
Q2 2024
Added 33.26%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,600
shares
|
$592,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,343
shares
|
$574,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
8,265
shares
|
$569,045
0.09% of portfolio
|
Q2 2025
Added 82.93%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
8,000
shares
|
$550,800
0.01% of portfolio
|
Q1 2025
Reduced 54.67%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,925
shares
|
$545,636
0.03% of portfolio
|
Q1 2025
Added 81.77%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,819
shares
|
$538,338
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,629
shares
|
$525,256
0.12% of portfolio
|
Q1 2025
Added 185.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,514
shares
|
$517,338
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
7,391
shares
|
$508,870
0.02% of portfolio
|
Q2 2025
Added 60.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,365
shares
|
$507,080
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,281
shares
|
$501,296
0.07% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
6,874
shares
|
$473,274
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
6,815
shares
|
$469,212
0.58% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,805
shares
|
$468,524
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
6,690
shares
|
$460,606
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,575
shares
|
$452,688
0.01% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,570
shares
|
$452,344
0.0% of portfolio
|
Q1 2025
Reduced 35.08%
|