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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,532
shares
|
$215,487
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,510
shares
|
$214,145
0.04% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,468
shares
|
$211,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,254
shares
|
$198,526
0.11% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,110
shares
|
$189,741
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
3,100
shares
|
$189,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
3,066
shares
|
$187,056
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,384
shares
|
$145,447
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,948
shares
|
$118,847
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,845
shares
|
$112,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,801
shares
|
$109,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$105,608
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,677
shares
|
$102,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$99,629
0.08% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$99,629
0.08% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$91,515
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,459
shares
|
$89,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,208
shares
|
$73,700
0.0% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$72,540
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
951
shares
|
$58,020
0.01% of portfolio
|
Q1 2024
Added 48.83%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
931
shares
|
$56,800
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
877
shares
|
$53,505
0.02% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
602
shares
|
$36,728
0.02% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$36,606
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$27,027
0.0% of portfolio
|
Q4 2024
Added 440.24%
|