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 208 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,773,263
shares
|
$110 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,517,383
shares
|
$93.7 Million
0.03% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,175,080
shares
|
$72.6 Million
0.15% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,048,699
shares
|
$64.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
827,073
shares
|
$51.1 Million
0.0% of portfolio
|
Q4 2024
Added 89.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
636,714
shares
|
$39.3 Million
0.01% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
487,300
shares
|
$30.1 Million
0.29% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
475,382
shares
|
$29.4 Million
4.9% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
463,735
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
396,771
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Added 252.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
382,228
shares
|
$23.6 Million
0.55% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
346,667
shares
|
$21.4 Million
0.09% of portfolio
|
Q1 2025
Added 157.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
299,125
shares
|
$18.5 Million
0.04% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
277,389
shares
|
$17.1 Million
9.52% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
252,457
shares
|
$15.6 Million
0.03% of portfolio
|
Q4 2024
Added 56.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
205,568
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
201,233
shares
|
$12.4 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
196,372
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2025
Added 66.3%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
183,401
shares
|
$11.3 Million
2.3% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
179,580
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 93.9%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,914
shares
|
$9.32 Million
0.01% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
141,811
shares
|
$8.76 Million
0.01% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
133,238
shares
|
$8.23 Million
2.24% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
128,346
shares
|
$7.93 Million
0.0% of portfolio
|
Q4 2024
Added 485.23%
|