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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
14,664
shares
|
$894,650
0.37% of portfolio
|
Q4 2024
Reduced 71.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
13,994
shares
|
$853,773
0.01% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,775
shares
|
$840,412
0.03% of portfolio
|
Q4 2024
Added 23.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
13,225
shares
|
$806,857
0.01% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,089
shares
|
$737,549
0.03% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
12,069
shares
|
$736,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,014
shares
|
$732,974
0.02% of portfolio
|
Q4 2024
Added 228.52%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
11,250
shares
|
$686,362
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
11,226
shares
|
$684,898
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
11,103
shares
|
$677,394
0.56% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,618
shares
|
$647,804
0.16% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,120
shares
|
$617,421
0.0% of portfolio
|
Q4 2024
Added 129.37%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
9,785
shares
|
$596,982
1.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
9,775
shares
|
$596,372
0.76% of portfolio
|
Q4 2024
Added 25.14%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
9,716
shares
|
$592,773
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,229
shares
|
$563,061
0.04% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,550
shares
|
$521,635
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
8,448
shares
|
$515,412
0.07% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,196
shares
|
$500,037
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
7,902
shares
|
$482,101
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
7,819
shares
|
$477,037
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,321
shares
|
$446,654
0.0% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,032
shares
|
$429,022
0.01% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
6,883
shares
|
$419,931
0.06% of portfolio
|
Q4 2024
Added 67.88%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,725
shares
|
$410,292
0.03% of portfolio
|
Q4 2024
Added 91.38%
|