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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,329
shares
|
$661,705
0.02% of portfolio
|
Q3 2025
Added 103.47%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,200
shares
|
$652,556
0.14% of portfolio
|
Q3 2025
Added 88.37%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,988
shares
|
$637,518
0.04% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,650
shares
|
$613,544
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
8,601
shares
|
$610,068
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
8,303
shares
|
$588,931
0.03% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,142
shares
|
$577,512
0.03% of portfolio
|
Q3 2025
Added 55.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,985
shares
|
$566,376
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
7,813
shares
|
$554,176
0.64% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,694
shares
|
$545,735
0.03% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
7,600
shares
|
$539,068
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,499
shares
|
$531,904
0.09% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
7,365
shares
|
$522,399
0.07% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
7,313
shares
|
$518,711
0.25% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,296
shares
|
$517,505
0.04% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,146
shares
|
$506,865
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
6,874
shares
|
$487,572
0.01% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,801
shares
|
$482,394
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,546
shares
|
$464,307
0.01% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,450
shares
|
$457,498
0.01% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
6,200
shares
|
$439,766
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,039
shares
|
$428,346
0.01% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,716
shares
|
$405,435
0.0% of portfolio
|
Q3 2025
Added 92.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,681
shares
|
$402,953
0.0% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
5,400
shares
|
$383,022
0.0% of portfolio
|
Q3 2025
Reduced 22.86%
|
|