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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.92K+ 96.58% |
$475K - $554K
|
16.1K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.05KNew |
$243K - $284K
|
4.05K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$516K - $602K
|
8.6K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
750New |
$45K - $52.5K
|
750
$53.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-637- 0.95% |
$38.2K - $44.6K
|
66.3K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59K- 91.16% |
$3.54M - $4.13M
|
5.72K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-785- 19.64% |
$47.1K - $55K
|
3.21K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 35.08% |
$213K - $249K
|
6.57K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
795+ 7.07% |
$47.7K - $55.7K
|
12K
$854K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$18.4K - $21.4K
|
306
$21.7K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.42K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
77.1KNew |
$4.62M - $5.4M
|
77.1K
$5.47M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-158- 2.25% |
$9.48K - $11.1K
|
6.87K
$488K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 7.74% |
$327K - $382K
|
76K
$5.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
253New |
$15.2K - $17.7K
|
253
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$311K - $363K
|
5.19K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 15.04% |
$321K - $375K
|
41K
$2.91M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-234- 2.08% |
$14K - $16.4K
|
11K
$780K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.08KNew |
$64.8K - $75.6K
|
1.08K
$76.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-15K- 98.39% |
$897K - $1.05M
|
244
$17.3K
|
|
| Q4 2024 | |||||||
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
10KNew |
$653K - $739K
|
10K
$711K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 19.37% |
$69.4K - $78.7K
|
6.58K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.39K- 41.38% |
$220K - $250K
|
4.8K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.47KNew |
$226K - $256K
|
3.47K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-827- 6.4% |
$53.8K - $61K
|
12.1K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.72KNew |
$632K - $716K
|
9.72K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-657- 83.48% |
$42.8K - $48.4K
|
130
$9.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25New |
$1.63K - $1.84K
|
25
$1.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103New |
$6.7K - $7.59K
|
103
$7.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 121.87% |
$1.79M - $2.03M
|
50.1K
$3.55M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.71K+ 20.58% |
$437K - $495K
|
39.3K
$2.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
140+ 4.5% |
$9.11K - $10.3K
|
3.25K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 151.67% |
$5.92K - $6.71K
|
151
$10.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-775- 3.49% |
$50.4K - $57.1K
|
21.4K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$4.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 6.81% |
$4.43K - $5.01K
|
931
$66K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.04% |
$65.1 - $73.7
|
97
$6.88K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.2K- 48.82% |
$369K - $416K
|
6.5K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
225New |
$13.4K - $15.1K
|
225
$16K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.28KNew |
$254K - $287K
|
4.28K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
533New |
$31.7K - $35.8K
|
533
$37.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
933+ 2.73% |
$55.5K - $62.6K
|
35.1K
$2.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2New |
$119 - $134
|
2
$142
|
|