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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
135,541
shares
|
$9.61 Million
0.04% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
129,466
shares
|
$9.18 Million
0.38% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
128,794
shares
|
$9.14 Million
0.21% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
125,724
shares
|
$8.92 Million
0.01% of portfolio
|
Q3 2024
Added 62.56%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
102,094
shares
|
$7.24 Million
3.61% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
100,854
shares
|
$7.15 Million
2.29% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
100,208
shares
|
$7.11 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
97,487
shares
|
$6.91 Million
2.47% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
95,291
shares
|
$6.76 Million
0.18% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
90,545
shares
|
$6.42 Million
0.01% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
90,396
shares
|
$6.41 Million
0.03% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
87,751
shares
|
$6.22 Million
1.78% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
87,371
shares
|
$6.2 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
86,248
shares
|
$6.12 Million
0.18% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
82,890
shares
|
$5.88 Million
3.61% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
82,726
shares
|
$5.87 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
79,164
shares
|
$5.62 Million
0.22% of portfolio
|
Q3 2025
Added 251.26%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
78,807
shares
|
$5.59 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
75,508
shares
|
$5.36 Million
3.23% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
74,768
shares
|
$5.3 Million
0.31% of portfolio
|
Q3 2025
Added 78.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
74,689
shares
|
$5.3 Million
0.1% of portfolio
|
Q3 2025
Added 1473.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
72,996
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2025
Added 41.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
69,685
shares
|
$4.94 Million
0.03% of portfolio
|
Q2 2025
Added 39.63%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
66,525
shares
|
$4.72 Million
1.23% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
63,580
shares
|
$4.51 Million
1.05% of portfolio
|
Q3 2025
Added 1.34%
|
|