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 |
|---|---|---|---|---|---|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
62,384
shares
|
$4.42 Million
1.95% of portfolio
|
Q3 2025
Added 1515.33%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
62,227
shares
|
$4.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
62,037
shares
|
$4.4 Million
0.31% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
58,993
shares
|
$4.18 Million
2.1% of portfolio
|
Q3 2025
Reduced 79.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
56,739
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2025
Added 650.22%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
55,663
shares
|
$3.95 Million
0.92% of portfolio
|
Q3 2025
Reduced 60.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
54,134
shares
|
$3.84 Million
0.03% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
52,862
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
51,715
shares
|
$3.67 Million
0.13% of portfolio
|
Q3 2025
Added 44.2%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
51,125
shares
|
$3.63 Million
1.48% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,052
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
48,697
shares
|
$3.45 Million
2.62% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
47,924
shares
|
$3.4 Million
0.05% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
45,780
shares
|
$3.25 Million
0.21% of portfolio
|
Q3 2025
Added 7.31%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
43,599
shares
|
$3.09 Million
1.6% of portfolio
|
Q3 2025
Added 70.83%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
42,594
shares
|
$3.02 Million
0.27% of portfolio
|
Q3 2025
Reduced 45.53%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
39,312
shares
|
$2.79 Million
1.22% of portfolio
|
Q3 2025
Added 30.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
38,524
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
38,439
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2025
Added 159.88%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
38,174
shares
|
$2.71 Million
0.42% of portfolio
|
Q4 2022
Added 13.99%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
35,879
shares
|
$2.54 Million
1.28% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
35,135
shares
|
$2.49 Million
1.82% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
35,094
shares
|
$2.49 Million
1.33% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
34,943
shares
|
$2.48 Million
0.33% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
34,365
shares
|
$2.44 Million
2.06% of portfolio
|
Q3 2025
Added 3.72%
|
|