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 202 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 $932 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
54,307
shares
|
$3.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
51,151
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
50,082
shares
|
$3.13 Million
0.04% of portfolio
|
Q4 2024
Added 121.87%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
49,181
shares
|
$3.07 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
48,999
shares
|
$3.06 Million
0.02% of portfolio
|
Q4 2024
Added 57.38%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
47,671
shares
|
$2.97 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
40,918
shares
|
$2.55 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,878
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
40,776
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,484
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
40,426
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Added 230.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
39,323
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
38,174
shares
|
$2.38 Million
0.42% of portfolio
|
Q4 2022
Added 13.99%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
35,627
shares
|
$2.22 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.19 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
34,083
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
33,609
shares
|
$2.1 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
31,945
shares
|
$1.99 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
30,468
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 3285.33%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
29,468
shares
|
$1.84 Million
0.4% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
28,914
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Added 26.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
26,949
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
24,701
shares
|
$1.54 Million
0.1% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
22,741
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 103.23%
|