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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
33,429
shares
|
$2.37 Million
0.87% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
32,836
shares
|
$2.33 Million
1.14% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
30,951
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
29,468
shares
|
$2.09 Million
0.35% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
29,232
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
29,154
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Added 85.54%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
28,625
shares
|
$2.03 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
28,516
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
28,177
shares
|
$2 Million
1.6% of portfolio
|
Q3 2025
Added 38.78%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
27,935
shares
|
$1.98 Million
0.77% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
27,654
shares
|
$1.96 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
27,215
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
26,848
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Oct 29, 2025 Q3 2025 |
26,655
shares
|
$1.89 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
26,207
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
25,230
shares
|
$1.79 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24,787
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
24,640
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
23,673
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
22,497
shares
|
$1.6 Million
0.27% of portfolio
|
Q3 2025
Added 47.94%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
22,325
shares
|
$1.58 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
22,016
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
21,482
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
21,381
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
21,086
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.66%
|
|