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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,415
shares
|
$441,672
0.0% of portfolio
|
Q1 2025
Added 30.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,246
shares
|
$430,037
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
6,164
shares
|
$424,391
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,140
shares
|
$422,738
0.01% of portfolio
|
Q1 2025
Reduced 28.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,786
shares
|
$398,366
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,715
shares
|
$393,477
0.02% of portfolio
|
Q1 2025
Reduced 91.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,350
shares
|
$368,347
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,326
shares
|
$366,695
0.03% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
5,187
shares
|
$357,124
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,093
shares
|
$350,653
0.01% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
4,959
shares
|
$341,427
0.17% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
4,884
shares
|
$336,263
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,834
shares
|
$332,820
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
4,705
shares
|
$323,939
0.05% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,619
shares
|
$318,018
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,590
shares
|
$316,021
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
4,444
shares
|
$305,969
0.14% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,389
shares
|
$302,182
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
4,252
shares
|
$292,750
0.03% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,225
shares
|
$290,891
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,053
shares
|
$279,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,000
shares
|
$275,400
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,919
shares
|
$269,823
0.0% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,862
shares
|
$265,898
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,817
shares
|
$262,800
0.01% of portfolio
|
Q1 2025
Reduced 40.09%
|