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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,764
shares
|
$259,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,756
shares
|
$258,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
3,714
shares
|
$255,708
0.01% of portfolio
|
Q1 2025
Reduced 90.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,468
shares
|
$238,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,460
shares
|
$238,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
3,291
shares
|
$226,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
3,224
shares
|
$221,972
0.1% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
3,211
shares
|
$221,077
0.0% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,134
shares
|
$215,775
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
3,110
shares
|
$214,123
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,026
shares
|
$208,340
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
2,539
shares
|
$174,810
0.03% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,404
shares
|
$165,515
0.02% of portfolio
|
Q1 2025
Added 152.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,378
shares
|
$163,725
0.0% of portfolio
|
Q1 2025
Reduced 99.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,941
shares
|
$133,637
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,931
shares
|
$132,949
0.0% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$119,179
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,682
shares
|
$115,805
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$112,432
0.08% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,549
shares
|
$106,648
0.0% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,362
shares
|
$93,773
0.0% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,307
shares
|
$89,986
0.07% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$81,862
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,179
shares
|
$81,174
0.0% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,080
shares
|
$74,358
0.01% of portfolio
|
Q1 2025
New holding
|