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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
931
shares
|
$64,099
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
896
shares
|
$61,689
0.02% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
877
shares
|
$60,381
0.02% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
750
shares
|
$51,637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$41,310
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$30,500
0.0% of portfolio
|
Q4 2024
Added 440.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
403
shares
|
$27,746
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
339
shares
|
$23,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
306
shares
|
$21,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
274
shares
|
$18,864
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
255
shares
|
$17,556
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
253
shares
|
$17,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
250
shares
|
$17,212
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
244
shares
|
$16,799
0.0% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
225
shares
|
$15,491
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$12,048
0.0% of portfolio
|
Q1 2020
Added 157.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
165
shares
|
$11,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
151
shares
|
$10,396
0.0% of portfolio
|
Q4 2024
Added 151.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
133
shares
|
$9,157
0.0% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
130
shares
|
$8,950
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
124
shares
|
$8,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$8,537
0.01% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
97
shares
|
$6,678
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
80
shares
|
$5,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
59
shares
|
$4,062
0.0% of portfolio
|
Q2 2025
New holding
|