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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,575
shares
|
$401,140
0.01% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,371
shares
|
$388,694
0.01% of portfolio
|
Q4 2024
Added 79.77%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,289
shares
|
$383,691
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,029
shares
|
$367,829
0.02% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
6,018
shares
|
$367,158
0.02% of portfolio
|
Q4 2024
Added 45.36%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,438
shares
|
$331,772
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,434
shares
|
$331,528
0.01% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
5,384
shares
|
$328,477
0.01% of portfolio
|
Q4 2024
Added 61.58%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,326
shares
|
$324,939
0.03% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,167
shares
|
$315,238
0.01% of portfolio
|
Q4 2024
Added 53.23%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,048
shares
|
$307,978
0.06% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,020
shares
|
$306,270
0.02% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
4,981
shares
|
$303,890
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,925
shares
|
$300,474
0.0% of portfolio
|
Q4 2024
Added 49.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,924
shares
|
$300,413
0.0% of portfolio
|
Q4 2024
Reduced 29.24%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,799
shares
|
$292,786
0.0% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
4,520
shares
|
$275,765
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,389
shares
|
$267,772
0.11% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,360
shares
|
$266,003
0.02% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,276
shares
|
$260,878
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,996
shares
|
$243,795
0.0% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,934
shares
|
$240,013
0.01% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,756
shares
|
$229,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,682
shares
|
$224,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
3,610
shares
|
$220,246
0.04% of portfolio
|
Q4 2024
New holding
|