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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,326
shares
|
$363,339
0.03% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
5,187
shares
|
$353,857
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,093
shares
|
$347,444
0.01% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
4,959
shares
|
$338,302
0.17% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,834
shares
|
$329,775
0.0% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
4,705
shares
|
$320,975
0.05% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,590
shares
|
$313,129
0.0% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
4,518
shares
|
$308,217
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
4,444
shares
|
$303,169
0.14% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,389
shares
|
$299,417
0.1% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
4,252
shares
|
$290,071
0.03% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,225
shares
|
$288,229
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
4,053
shares
|
$276,495
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,000
shares
|
$272,880
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,919
shares
|
$267,354
0.0% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
3,862
shares
|
$263,465
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,817
shares
|
$260,395
0.01% of portfolio
|
Q1 2025
Reduced 40.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,764
shares
|
$256,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,756
shares
|
$256,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
3,714
shares
|
$253,369
0.01% of portfolio
|
Q1 2025
Reduced 90.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,468
shares
|
$236,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,460
shares
|
$236,041
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,291
shares
|
$224,512
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,224
shares
|
$219,941
0.1% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
3,211
shares
|
$219,054
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|