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 192 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,230
shares
|
$843,503
0.01% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,725
shares
|
$808,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
11,226
shares
|
$774,257
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,618
shares
|
$732,323
0.16% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
10,455
shares
|
$721,081
0.46% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,146
shares
|
$699,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
9,785
shares
|
$674,871
1.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,229
shares
|
$636,524
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,531
shares
|
$588,383
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
8,448
shares
|
$582,658
0.07% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
8,186
shares
|
$564,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,951
shares
|
$548,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,902
shares
|
$545,000
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
7,819
shares
|
$539,276
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
7,811
shares
|
$538,724
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,321
shares
|
$504,929
0.0% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,032
shares
|
$484,997
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,959
shares
|
$479,962
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,883
shares
|
$474,720
0.06% of portfolio
|
Q4 2024
Added 67.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,725
shares
|
$463,823
0.03% of portfolio
|
Q4 2024
Added 91.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$448,305
0.0% of portfolio
|
Q3 2024
Reduced 48.82%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,371
shares
|
$439,407
0.01% of portfolio
|
Q4 2024
Added 79.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,289
shares
|
$433,752
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,029
shares
|
$415,820
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,018
shares
|
$415,061
0.02% of portfolio
|
Q4 2024
Added 45.36%
|