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 $909 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
118,081
shares
|
$7.2 Million
0.02% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
111,229
shares
|
$6.79 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
110,040
shares
|
$6.71 Million
0.04% of portfolio
|
Q4 2024
Added 13.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
108,121
shares
|
$6.6 Million
0.22% of portfolio
|
Q4 2024
Added 628.33%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
107,977
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
106,237
shares
|
$6.48 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
104,103
shares
|
$6.35 Million
0.85% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
103,569
shares
|
$6.32 Million
0.02% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
95,688
shares
|
$5.84 Million
2.12% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
92,709
shares
|
$5.66 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
91,382
shares
|
$5.58 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
75,947
shares
|
$4.63 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Feb 14, 2025 Q4 2024 |
74,548
shares
|
$4.55 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
74,129
shares
|
$4.52 Million
0.56% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
71,036
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
70,644
shares
|
$4.31 Million
0.15% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
70,523
shares
|
$4.3 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
70,486
shares
|
$4.3 Million
1.51% of portfolio
|
Q4 2024
Added 253.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
66,898
shares
|
$4.08 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
64,679
shares
|
$3.95 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
62,033
shares
|
$3.78 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
61,536
shares
|
$3.75 Million
0.54% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,548
shares
|
$3.63 Million
0.14% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
58,532
shares
|
$3.57 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
57,896
shares
|
$3.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.29%
|