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 267 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 |
|---|---|---|---|---|---|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
12,576
shares
|
$892,015
0.18% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,447
shares
|
$882,865
0.02% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,089
shares
|
$857,472
0.03% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
12,054
shares
|
$854,990
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
11,917
shares
|
$845,272
0.08% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11,873
shares
|
$842,151
0.1% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,838
shares
|
$839,669
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,742
shares
|
$832,860
0.02% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
11,462
shares
|
$812,999
0.03% of portfolio
|
Q3 2025
Added 30.95%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
11,312
shares
|
$802,360
0.12% of portfolio
|
Q3 2025
Added 36.87%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
11,271
shares
|
$799,452
0.06% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,983
shares
|
$779,024
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
10,760
shares
|
$763,206
0.0% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
10,710
shares
|
$759,660
0.08% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,514
shares
|
$745,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
10,350
shares
|
$734,125
0.27% of portfolio
|
Q3 2025
Reduced 47.3%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
10,291
shares
|
$729,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
10,112
shares
|
$717,244
0.02% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
10,031
shares
|
$711,498
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Nov 04, 2025 Q3 2025 |
9,812
shares
|
$695,965
1.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,765
shares
|
$692,631
0.02% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
9,765
shares
|
$692,631
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,696
shares
|
$687,737
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,605
shares
|
$681,282
0.02% of portfolio
|
Q3 2025
Added 36.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,562
shares
|
$678,232
0.0% of portfolio
|
Q3 2025
Reduced 59.18%
|
|