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 192 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
3,066
shares
|
$211,462
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
3,063
shares
|
$211,255
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,384
shares
|
$164,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,948
shares
|
$134,353
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$119,387
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,677
shares
|
$115,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,586
shares
|
$109,386
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,586
shares
|
$109,386
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,459
shares
|
$100,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,286
shares
|
$88,695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,219
shares
|
$84,074
0.03% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,208
shares
|
$83,315
0.0% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$82,005
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
951
shares
|
$65,590
0.01% of portfolio
|
Q1 2024
Added 48.83%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
931
shares
|
$64,211
0.0% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$62,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
787
shares
|
$54,279
0.0% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
602
shares
|
$41,519
0.02% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
600
shares
|
$41,382
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
533
shares
|
$36,761
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$30,553
0.0% of portfolio
|
Q4 2024
Added 440.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
401
shares
|
$27,656
0.01% of portfolio
|
Q4 2024
Added 100.5%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
274
shares
|
$18,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
250
shares
|
$17,242
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
225
shares
|
$15,518
0.0% of portfolio
|
Q3 2024
New holding
|