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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
20,691
shares
|
$1.47 Million
0.46% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
20,352
shares
|
$1.44 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
20,237
shares
|
$1.44 Million
1.17% of portfolio
|
Q3 2025
Added 27.36%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
19,873
shares
|
$1.41 Million
0.43% of portfolio
|
Q3 2025
Added 173.77%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
17,377
shares
|
$1.23 Million
1.15% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
17,000
shares
|
$1.21 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
16,752
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,642
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,577
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,918
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
15,817
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
15,698
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
14,735
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
14,429
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
14,407
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,233
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 129.05%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
14,019
shares
|
$994,367
0.12% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,975
shares
|
$991,246
0.07% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
13,700
shares
|
$971,741
0.64% of portfolio
|
Q3 2025
Added 58.8%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
13,666
shares
|
$969,329
0.04% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,107
shares
|
$929,679
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
12,865
shares
|
$912,514
0.14% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,848
shares
|
$911,308
0.01% of portfolio
|
Q3 2025
Added 156.09%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
12,832
shares
|
$910,173
0.11% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
12,595
shares
|
$893,363
0.93% of portfolio
|
Q3 2025
Added 17.88%
|
|