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 187 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 $800 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,270,225
shares
|
$88.1 Million
0.04% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,229,593
shares
|
$85.3 Million
0.03% of portfolio
|
Q3 2024
Added 5392.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,196,878
shares
|
$83.1 Million
0.19% of portfolio
|
Q3 2024
Added 1472.15%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
701,149
shares
|
$48.7 Million
8.51% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
481,263
shares
|
$33.4 Million
0.3% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
436,271
shares
|
$30.3 Million
0.0% of portfolio
|
Q3 2024
Added 110.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
399,744
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 38.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
276,895
shares
|
$19.2 Million
0.43% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
262,311
shares
|
$18.2 Million
9.36% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
209,287
shares
|
$14.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
207,692
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Added 21.13%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
203,782
shares
|
$14.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
173,993
shares
|
$12.1 Million
2.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
161,556
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Added 586.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
141,249
shares
|
$9.8 Million
0.03% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
133,077
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$8.72 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
125,327
shares
|
$8.7 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
123,801
shares
|
$8.59 Million
2.16% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
118,081
shares
|
$8.19 Million
0.02% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
112,622
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2024
Added 91.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
110,040
shares
|
$7.64 Million
0.04% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
109,567
shares
|
$7.6 Million
0.36% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
107,977
shares
|
$7.49 Million
0.01% of portfolio
|
Q4 2024
Added 10.1%
|