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 266 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,059
shares
|
$75,114
0.03% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
931
shares
|
$66,035
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
900
shares
|
$63,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
896
shares
|
$63,553
0.02% of portfolio
|
Q1 2025
Added 48.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
774
shares
|
$54,899
0.0% of portfolio
|
Q3 2025
Added 10957.14%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
770
shares
|
$54,616
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
750
shares
|
$53,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
706
shares
|
$50,076
0.0% of portfolio
|
Q3 2025
Reduced 91.02%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
671
shares
|
$47,594
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
607
shares
|
$43,054
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
600
shares
|
$42,558
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
591
shares
|
$41,919
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
535
shares
|
$37,947
0.01% of portfolio
|
Q3 2025
Added 234.38%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
404
shares
|
$28,655
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
340
shares
|
$24,116
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
281
shares
|
$19,931
0.0% of portfolio
|
Q3 2025
Added 1305.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
274
shares
|
$19,434
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
258
shares
|
$18,299
0.0% of portfolio
|
Q3 2025
Reduced 35.82%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
250
shares
|
$17,732
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$12,412
0.0% of portfolio
|
Q1 2020
Added 157.14%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
153
shares
|
$10,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
151
shares
|
$10,710
0.0% of portfolio
|
Q4 2024
Added 151.67%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
139
shares
|
$9,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
130
shares
|
$9,220
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$8,795
0.01% of portfolio
|
Q3 2022
Reduced 5.65%
|
|