Latest Institutional Transactions on Invesco S&P Smallcap Momentum (XSMO)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.1KNew |
$2.41M - $2.74M
|
37.1K
$2.3M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.8K+ 13.3% |
$1.81M - $2.05M
|
237K
$14.7M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.85KNew |
$511K - $579K
|
7.85K
$486K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.11K+ 34.11% |
$72.2K - $81.8K
|
4.36K
$270K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 19.37% |
$69.4K - $78.7K
|
6.58K
$407K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
95New |
$6.18K - $7K
|
95
$5.88K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.52KNew |
$294K - $333K
|
4.52K
$280K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.02K+ 61.25% |
$132K - $149K
|
5.33K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.44K+ 9.94% |
$94K - $106K
|
16K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.04K- 29.24% |
$132K - $150K
|
4.92K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 23.53% |
$193K - $218K
|
15.6K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
125+ 0.57% |
$8.14K - $9.22K
|
22.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.96K+ 25.14% |
$128K - $145K
|
9.78K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
284K+ 252.3% |
$18.5M - $20.9M
|
397K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 1.3% |
$120K - $135K
|
143K
$8.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.64K+ 49.74% |
$106K - $121K
|
4.93K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.6K+ 3285.33% |
$1.92M - $2.18M
|
30.5K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.5K- 62.5% |
$163K - $184K
|
1.5K
$92.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71K+ 129.37% |
$371K - $421K
|
10.1K
$627K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.8K+ 53.23% |
$117K - $132K
|
5.17K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04K+ 4.49% |
$198K - $224K
|
70.6K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.39K- 41.38% |
$220K - $250K
|
4.8K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
200New |
$13K - $14.7K
|
200
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
245+ 3.08% |
$15.9K - $18.1K
|
8.2K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.94K+ 11.92% |
$126K - $143K
|
18.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 89.58% |
$25.4M - $28.8M
|
827K
$51.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
74.5KNew |
$4.85M - $5.5M
|
74.5K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
75.9KNew |
$4.94M - $5.6M
|
75.9K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.5K+ 12.79% |
$97.6K - $111K
|
13.2K
$819K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 485.23% |
$6.93M - $7.84M
|
128K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$785K - $890K
|
12.1K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
70.5KNew |
$4.59M - $5.2M
|
70.5K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
47+ 2.96% |
$3.06K - $3.46K
|
1.63K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-342- 28.06% |
$22.3K - $25.2K
|
877
$54.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.3KNew |
$732K - $829K
|
11.3K
$697K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-827- 6.4% |
$53.8K - $61K
|
12.1K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$120K - $136K
|
1.85K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.36K+ 228.52% |
$544K - $616K
|
12K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$202K - $229K
|
3.1K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.6K+ 16.69% |
$690K - $782K
|
74.1K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.68KNew |
$240K - $271K
|
3.68K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19+ 0.22% |
$1.24K - $1.4K
|
8.55K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.47KNew |
$226K - $256K
|
3.47K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
47+ 2.96% |
$3.06K - $3.46K
|
1.63K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
935K+ 959.1% |
$60.8M - $68.9M
|
1.03M
$63.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64.7KNew |
$4.21M - $4.77M
|
64.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.72KNew |
$632K - $716K
|
9.72K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.34M
|