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 201 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $909 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
22,165
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
22,158
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,137
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 126.6%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
21,609
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2024
Reduced 42.83%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
21,609
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 42.83%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
21,527
shares
|
$1.31 Million
0.71% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
21,423
shares
|
$1.31 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
21,393
shares
|
$1.31 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
19,793
shares
|
$1.21 Million
0.51% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
19,605
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
18,711
shares
|
$1.14 Million
0.62% of portfolio
|
Q4 2024
Added 334.94%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
18,656
shares
|
$1.14 Million
0.75% of portfolio
|
Q4 2024
Added 108.68%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
18,200
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
17,850
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
17,650
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
17,533
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,917
shares
|
$1.03 Million
0.28% of portfolio
|
Q4 2024
Added 16.21%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
16,715
shares
|
$1.02 Million
0.26% of portfolio
|
Q4 2024
Reduced 57.25%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
16,249
shares
|
$991,351
0.7% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
16,177
shares
|
$986,958
0.3% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
16,163
shares
|
$986,104
0.98% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,966
shares
|
$974,085
0.0% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,615
shares
|
$952,671
0.09% of portfolio
|
Q4 2024
Added 226.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
15,556
shares
|
$949,071
0.01% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
15,199
shares
|
$927,290
0.21% of portfolio
|
Q4 2024
Added 706.31%
|