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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,364
shares
|
$238,608
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,135
shares
|
$222,365
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,110
shares
|
$220,592
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,082
shares
|
$218,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,026
shares
|
$214,634
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,990
shares
|
$212,080
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,868
shares
|
$203,427
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,842
shares
|
$201,583
0.01% of portfolio
|
Q3 2025
Added 48.64%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
2,814
shares
|
$199,597
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,801
shares
|
$198,674
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
2,649
shares
|
$187,893
1.08% of portfolio
|
Q3 2025
Added 98.57%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,458
shares
|
$174,345
0.0% of portfolio
|
Q3 2025
Added 80.47%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
2,046
shares
|
$145,122
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,962
shares
|
$139,164
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,732
shares
|
$122,850
0.01% of portfolio
|
Q3 2025
Added 34.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,731
shares
|
$122,779
0.0% of portfolio
|
Q1 2024
Added 0.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,687
shares
|
$119,658
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,429
shares
|
$101,358
0.02% of portfolio
|
Q3 2025
Reduced 43.72%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
1,375
shares
|
$97,528
0.02% of portfolio
|
Q3 2025
Reduced 79.85%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,309
shares
|
$92,847
0.0% of portfolio
|
Q3 2025
Reduced 30.45%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1,300
shares
|
$92,209
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,248
shares
|
$88,520
0.0% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,244
shares
|
$88,236
0.07% of portfolio
|
Q2 2025
Reduced 23.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,210
shares
|
$85,825
0.09% of portfolio
|
Q3 2025
Added 35.04%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,189
shares
|
$84,335
0.0% of portfolio
|
Q3 2022
Reduced 4.11%
|
|