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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,198
shares
|
$218,167
0.04% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,134
shares
|
$213,801
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,110
shares
|
$212,164
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,026
shares
|
$206,433
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,404
shares
|
$164,000
0.02% of portfolio
|
Q1 2025
Added 152.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,378
shares
|
$162,227
0.0% of portfolio
|
Q1 2025
Reduced 99.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,941
shares
|
$132,415
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,931
shares
|
$131,732
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,832
shares
|
$124,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$118,088
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,682
shares
|
$114,746
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$111,403
0.08% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,549
shares
|
$105,672
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,307
shares
|
$89,163
0.07% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$81,113
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,179
shares
|
$80,431
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,080
shares
|
$73,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
931
shares
|
$63,512
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
896
shares
|
$61,125
0.02% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
877
shares
|
$59,828
0.02% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
750
shares
|
$51,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$40,932
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$30,221
0.0% of portfolio
|
Q4 2024
Added 440.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
403
shares
|
$27,492
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
339
shares
|
$23,126
0.0% of portfolio
|
Q4 2024
New holding
|