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Invesco S&P SmallCap Momentum ETF (XSMO) Institutional Ownership

$65.61
+0.21 (+0.32%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$167.56M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.15M
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XSMO Institutional Buying and Selling by Quarter

Invesco S&P SmallCap Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Sigma Planning Corp11,121$736K0.0%+126.1%0.158%
11/1/2024 Aspire Wealth Management Corp35,094$2.32M1.3%+2.7%0.500%
10/31/2024 Advisor Resource Council3,063$203K0.1%N/A0.044%
10/30/2024 Maia Wealth LLC17,429$1.15M0.3%N/A0.248%
10/29/2024 Lodestone Wealth Management LLC21,266$1.41M0.7%-7.0%0.303%
10/29/2024 Janney Montgomery Scott LLC109,175$7.23M0.0%+29.3%1.555%
10/29/2024 James Investment Research Inc.6,866$454K0.1%N/A0.098%
10/28/2024 Focus Financial Network Inc.204,976$13.57M0.6%+2.0%2.920%
10/28/2024 Stephens Inc. AR7,174$475K0.0%+2.2%0.102%
10/25/2024 Financial Advocates Investment Management4,140$274K0.0%N/A0.059%
10/24/2024 TCP Asset Management LLC3,383$224K0.1%N/A0.048%
10/24/2024 Marmo Financial Group LLC268,613$17.78M9.5%+139.4%3.826%
10/24/2024 Anson Capital Inc.16,716$1.11M1.0%-3.7%0.238%
10/24/2024 J.W. Cole Advisors Inc.5,689$377K0.0%+43.8%0.081%
10/24/2024 Valley National Advisers Inc.4,886$323K0.1%+21.3%0.070%
10/24/2024 Fischer Investment Strategies LLC67,415$4.46M3.8%N/A0.960%
10/24/2024 Wealth Enhancement Advisory Services LLC209,318$13.86M0.0%+6.4%2.982%
10/24/2024 Consolidated Portfolio Review Corp6,299$417K0.1%N/A0.090%
10/24/2024 Arkadios Wealth Advisors9,116$603K0.0%N/A0.130%
10/23/2024 Mainstay Capital Management LLC ADV701,149$46.41M7.8%N/A9.988%
10/22/2024 Private Advisor Group LLC96,923$6.42M0.0%+18.2%1.381%
10/18/2024Raymond James & Associates125,724$8.32M0.0%+62.6%1.791%
10/17/2024Kozak & Associates Inc.39,102$2.66M0.6%N/A0.557%
10/17/2024RFG Advisory LLC55,449$3.67M0.1%N/A0.790%
10/16/2024 Good Life Advisors LLC3,514$233K0.0%N/A0.050%
10/16/2024 Provident Wealth Management LLC88,622$5.87M2.0%+9.4%1.262%
10/16/2024 Sunpointe LLC3,114$206K0.2%N/A0.044%
10/16/2024 ERn Financial LLC11,034$730K0.1%+4.9%0.157%
10/15/2024 Ullmann Wealth Partners Group LLC3,110$206K0.0%N/A0.044%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.1,885$125K0.0%N/A0.027%
10/10/2024 JBR Co Financial Management Inc8,940$592K0.4%N/A0.127%
10/10/2024 Silverlake Wealth Management LLC4,389$291K0.1%+9.7%0.063%
10/9/2024 Castle Rock Wealth Management LLC31,606$2.08M0.5%N/A0.450%
10/8/2024 CWM LLC83,168$5.51M0.0%+117.2%1.185%
10/8/2024 Dynamic Advisor Solutions LLC3,796$251K0.0%N/A0.054%
9/5/2024Sanctuary Advisors LLC23,786$1.39M0.0%N/A0.339%
8/22/2024Cetera Investment Advisers78,964$4.74M0.0%+315.1%1.125%
8/21/2024Truist Financial Corp85,714$5.15M0.0%N/A1.221%
8/16/2024NewEdge Advisors LLC17,238$1.04M0.0%+260.4%0.246%
8/16/2024Northwestern Mutual Wealth Management Co.39,663$2.38M0.0%+190.0%0.565%
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8/13/2024Merriman Wealth Management LLC14,417$866K0.0%-2.0%0.205%
8/13/2024Thrivent Financial for Lutherans23,519$1.41M0.0%N/A0.335%
8/9/2024Prime Capital Investment Advisors LLC40,439$2.43M0.0%-5.6%0.576%
8/8/2024 J.W. Cole Advisors Inc.3,957$238K0.0%N/A0.056%
8/8/2024Thoroughbred Financial Services LLC13,945$837K0.1%+68.7%0.199%
8/8/2024CoreCap Advisors LLC5,326$320K0.0%N/A0.076%
8/8/2024 PFG Advisors23,879$1.43M0.1%N/A0.340%
8/8/2024Johnson Investment Counsel Inc.22,741$1.37M0.0%+103.2%0.324%
8/8/2024LPL Financial LLC1,145,893$68.81M0.0%+26.9%16.323%
8/7/2024 Anson Capital Inc.17,351$1.04M1.0%+11.5%0.247%
8/7/2024Vantage Financial Partners LLC6,484$389K0.1%N/A0.092%
8/7/2024Ashton Thomas Private Wealth LLC428$26K0.0%N/A0.006%
8/6/2024 Ausdal Financial Partners Inc.17,730$1.07M0.1%+8.7%0.253%
8/5/2024 Private Advisor Group LLC81,968$4.92M0.0%+55.3%1.168%
8/3/2024Lowery Thomas LLC15,697$943K0.7%+7.8%0.224%
8/2/2024Belpointe Asset Management LLC19,998$1.20M0.1%N/A0.285%
8/2/2024Fortis Capital Advisors LLC19,998$1.20M0.4%N/A0.285%
7/31/2024Commonwealth Equity Services LLC99,684$5.99M0.0%+17.7%1.420%
7/29/2024Armbruster Capital Management Inc.179,100$10.76M2.2%+6.2%2.551%
7/26/2024 Cambridge Investment Research Advisors Inc.120,821$7.26M0.0%+2.6%1.721%
7/25/2024Systelligence LLC127,965$7.68M2.0%-5.4%1.823%
7/25/2024Institute for Wealth Management LLC.21,703$1.30M0.2%+1.5%0.309%
7/23/2024 Marmo Financial Group LLC112,191$6.74M4.1%-2.5%1.598%
7/22/2024 Focus Financial Network Inc.200,950$13.09M0.5%+0.5%2.863%
7/19/2024Raymond James & Associates77,338$4.64M0.0%+19.6%1.102%
7/17/2024 ERn Financial LLC10,519$632K0.1%+4.8%0.150%
7/17/2024 Provident Wealth Management LLC81,033$4.87M1.8%+10.3%1.154%
7/16/2024 Wealth Enhancement Advisory Services LLC196,737$11.81M0.0%+14.9%2.803%
7/15/2024 Fifth Third Securities Inc.5,907$355K0.0%+39.9%0.084%
7/12/2024 Accel Wealth Management15,536$933K0.4%+4.6%0.221%
7/10/2024 CWM LLC38,294$2.30M0.0%+75.1%0.545%
5/24/2024Cetera Advisors LLC6,714$405K0.0%N/A0.096%
5/14/2024Sculati Wealth Management LLC30,274$1.83M0.8%-1.1%0.431%
5/8/2024Avantax Advisory Services Inc.8,513$514K0.0%+135.5%0.121%
5/7/2024 Anson Capital Inc.15,568$939K1.4%+1.5%0.222%
5/7/2024Oppenheimer & Co. Inc.3,564$215K0.0%-8.0%0.051%
5/2/2024USAdvisors Wealth Management LLC17,675$1.06M0.4%N/A0.252%
5/2/2024Comprehensive Wealth Management LLC8,968$541K0.4%-4.8%0.128%
5/1/2024 Janney Montgomery Scott LLC83,067$5.01M0.0%+10.3%1.183%
4/30/2024 Private Advisor Group LLC52,780$3.18M0.0%+13.5%0.752%
4/29/2024Commonwealth Equity Services LLC84,687$5.11M0.0%+12.4%1.264%
4/29/2024 Aspire Wealth Management Corp10,577$638K0.4%+77.6%0.158%
4/25/2024 Cambridge Investment Research Advisors Inc.117,760$7.10M0.0%+22.3%1.758%
4/23/2024Raymond James Financial Services Advisors Inc.55,930$3.37M0.0%+1.2%0.835%
4/22/2024 Provident Wealth Management LLC73,447$4.43M1.7%N/A1.096%
4/22/2024 Marmo Financial Group LLC115,077$6.94M4.2%+0.4%1.718%
4/19/2024 Accel Wealth Management14,855$896K0.4%N/A0.222%
4/19/2024 Valley National Advisers Inc.4,029$243K0.0%+109.5%0.060%
4/16/2024 Wealth Enhancement Advisory Services LLC171,222$10.33M0.0%-3.5%2.556%
4/12/2024Systelligence LLC135,336$8.16M2.1%-0.3%4.101%
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4/10/2024 Inscription Capital LLC3,500$208K0.1%N/A0.106%
2/21/2024American Trust13,600$771K0.1%-19.2%0.412%
2/13/2024 Anson Capital Inc.15,331$869K1.4%+11.7%0.465%
2/12/2024Sculati Wealth Management LLC30,596$1.73M0.8%+3.6%0.927%
2/9/2024 Cambridge Investment Research Advisors Inc.96,256$5.45M0.0%+284.3%2.917%
2/9/2024Wells Fargo & Company MN278,586$15.78M0.0%+86.0%8.442%
2/9/2024Thoroughbred Financial Services LLC8,397$475K0.0%N/A0.254%
2/8/2024 Janney Montgomery Scott LLC75,293$4.27M0.0%+1,070.8%2.282%
2/7/2024Avantax Advisory Services Inc.3,615$205K0.0%N/A0.110%
2/7/2024Theory Financial LLC70,907$4.02M2.1%N/A2.149%
(Data available from 1/1/2016 forward)

XSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSMO shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($68.81M), Mainstay Capital Management LLC ADV ($46.41M), Marmo Financial Group LLC ($17.78M), Wells Fargo & Company MN ($15.78M), Wealth Enhancement Advisory Services LLC ($13.86M), Focus Financial Network Inc. ($13.57M), and Armbruster Capital Management Inc. ($10.76M).Learn more on XSMO's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Momentum ETF stock?

Of the 87 institutional investors that purchased Invesco S&P SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mainstay Capital Management LLC ADV ($701.15K), LPL Financial LLC ($400.18K), Systelligence LLC ($217.04K), Merit Financial Group LLC ($205.60K), Marmo Financial Group LLC ($170.86K), Wells Fargo & Company MN ($128.78K), and Raymond James & Associates ($105.26K).

How much institutional buying is happening at Invesco S&P SmallCap Momentum ETF?

Institutional investors have bought a total of 3,714,026 shares in the last 24 months. This purchase volume represents approximately $215.41M in transactions.

Which Invesco S&P SmallCap Momentum ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Invesco S&P SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($180.90K), Cambridge Investment Research Advisors Inc. ($31.69K), Wealth Enhancement Advisory Services LLC ($29.87K), Raymond James Financial Services Advisors Inc. ($27.94K), LPL Financial LLC ($17.11K), Raymond James & Associates ($10.72K), and Systelligence LLC ($7.78K).

How much institutional selling is happening at Invesco S&P SmallCap Momentum ETF?

Institutional investors have sold a total of 342,651 shares in the last 24 months. This volume of shares sold represents approximately $16.83M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 11/4/2024 by MarketBeat.com Staff
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