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 $944 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,794,668
shares
|
$114 Million
0.05% of portfolio
|
Q4 2024
Added 41.29%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,340,492
shares
|
$84.9 Million
0.03% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,048,699
shares
|
$66.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,032,219
shares
|
$65.4 Million
0.15% of portfolio
|
Q4 2024
Added 959.1%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
827,073
shares
|
$52.4 Million
0.0% of portfolio
|
Q4 2024
Added 89.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
636,714
shares
|
$40.3 Million
0.01% of portfolio
|
Q4 2024
Added 59.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
487,300
shares
|
$30.9 Million
0.29% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
463,735
shares
|
$29.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
396,771
shares
|
$25.1 Million
0.0% of portfolio
|
Q4 2024
Added 252.3%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
276,895
shares
|
$17.5 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
|
$16.6 Million
9.36% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
252,457
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Added 56.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
235,260
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Added 179.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
209,287
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
205,568
shares
|
$13 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
203,782
shares
|
$12.9 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
179,580
shares
|
$11.4 Million
0.01% of portfolio
|
Q4 2024
Added 93.9%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
173,993
shares
|
$11 Million
2.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
150,914
shares
|
$9.56 Million
0.01% of portfolio
|
Q4 2024
Added 20.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
143,087
shares
|
$9.06 Million
0.03% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
141,811
shares
|
$8.98 Million
0.01% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
134,500
shares
|
$8.52 Million
0.04% of portfolio
|
Q4 2024
Added 61.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
128,346
shares
|
$8.13 Million
0.0% of portfolio
|
Q4 2024
Added 485.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$7.96 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
123,801
shares
|
$7.84 Million
2.16% of portfolio
|
Q4 2024
Added 11.52%
|