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

Invesco S&P SmallCap Momentum ETF logo
$59.57 +0.30 (+0.51%)
Closing price 04/15/2025 04:10 PM Eastern
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$59.52 -0.05 (-0.08%)
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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)
154
Total
Institutional Inflows
(last 12 months)
$496.05M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$14.11M
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XSMO Institutional Buying and Selling by Quarter

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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
4/15/2025Members Wealth LLC8,627$541K0.4%+9.9%0.038%
4/15/2025GPS Wealth Strategies Group LLC69,116$4.34M0.6%+12.3%0.306%
4/15/2025Noble Wealth Management PBC48,697$3.06M2.1%+19.0%0.215%
4/15/2025Focus Financial Network Inc.201,233$12.63M0.5%-1.3%0.890%
4/15/2025Kozak & Associates Inc.15,149$898K0.2%-9.4%0.067%
4/14/2025 Farther Finance Advisors LLC2,791$175K0.0%+7,244.7%0.012%
4/11/2025 Unique Wealth LLC4,518$284K0.1%N/A0.020%
4/10/2025 Breakwater Capital Group12,566$789K0.1%N/A0.056%
4/10/2025 Accel Wealth Management24,000$1.51M0.5%+21.3%0.106%
4/9/2025 RFG Advisory LLC29,847$1.87M0.1%-45.0%0.132%
4/9/2025 Merit Financial Group LLC26,592$1.67M0.0%-8.0%0.118%
4/9/2025 Fiduciary Alliance LLC65,482$4.11M0.4%+105.0%0.290%
3/24/2025Mascagni Wealth Management Inc.17,909$1.18M1.0%N/A0.079%
3/21/2025Prostatis Group LLC37,104$2.45M0.7%N/A0.164%
3/17/2025Wealth Enhancement Advisory Services LLC237,115$15.68M0.0%+13.3%1.048%
3/17/2025Members Wealth LLC7,853$533K0.4%N/A0.035%
3/12/2025Centaurus Financial Inc.4,360$288K0.0%+34.1%0.020%
2/26/2025Sculati Wealth Management LLC47,671$3.15M1.2%+0.6%0.214%
2/25/2025B. Riley Wealth Advisors Inc.6,575$435K0.0%+19.4%0.030%
2/18/2025Vise Technologies Inc.5,326$352K0.0%+61.2%0.076%
2/18/2025Investmark Advisory Group LLC4,520$299K0.1%N/A0.064%
2/17/2025Visionary Wealth Advisors64,679$4.28M0.3%N/A0.921%
2/17/2025Snowden Capital Advisors LLC70,644$4.67M0.1%+4.5%1.006%
2/17/2025Millennium Management LLC4,799$317K0.0%-41.4%0.068%
2/17/2025D. E. Shaw & Co. Inc.8,196$542K0.0%+3.1%0.117%
2/17/2025EP Wealth Advisors LLC3,468$229K0.0%N/A0.049%
2/17/2025Cetera Investment Advisers1,032,219$68.24M0.1%+959.1%14.704%
2/17/2025Baird Financial Group Inc.4,924$326K0.0%-29.2%0.070%
2/17/2025Bank of America Corp DE396,771$26.23M0.0%+252.3%5.652%
2/17/2025Benjamin Edwards Inc.13,225$874K0.0%+12.8%0.188%
2/17/2025Ameriprise Financial Inc.12,069$798K0.0%N/A0.172%
2/17/2025Anderson Financial Strategies LLC75,947$5.02M3.0%N/A1.082%
2/17/2025Adapt Wealth Advisors LLC70,523$4.66M2.3%N/A1.005%
2/14/2025Jane Street Group LLC10,120$669K0.0%+129.4%0.144%
2/14/2025Comerica Bank18,200$1.20M0.0%+11.9%0.259%
2/14/2025Integrated Wealth Concepts LLC15,556$1.03M0.0%+23.5%0.222%
2/14/2025MGO One Seven LLC5,167$342K0.0%+53.2%0.074%
2/14/2025Aldebaran Financial Inc.9,775$645K0.8%+25.1%0.139%
2/14/2025OneDigital Investment Advisors LLC3,682$243K0.0%N/A0.052%
2/14/2025Stifel Financial Corp205,568$13.59M0.0%-1.0%2.928%
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2/14/2025MML Investors Services LLC51,151$3.38M0.0%-12.7%0.729%
2/13/2025NewEdge Advisors LLC48,999$3.24M0.0%+57.4%0.698%
2/13/2025Belpointe Asset Management LLC21,609$1.42M0.1%-42.8%0.308%
2/13/2025Mariner LLC40,878$2.70M0.0%N/A0.582%
2/13/2025Fortis Capital Advisors LLC21,609$1.42M0.5%-42.8%0.308%
2/13/2025 Glass Jacobson Investment Advisors llc877$58K0.0%-28.1%0.012%
2/13/2025Raymond James Financial Inc.463,735$30.66M0.0%N/A6.606%
2/13/2025Advisory Services Network LLC12,014$794K0.0%+228.5%0.171%
2/13/2025Renaissance Technologies LLC3,100$205K0.0%N/A0.044%
2/13/2025Titleist Asset Management LLC74,129$4.90M0.6%+16.7%1.056%
2/13/2025Envestnet Asset Management Inc.1,340,492$88.62M0.0%+9.0%19.095%
2/13/2025Wells Fargo & Company MN636,714$42.09M0.0%+59.3%9.070%
2/13/2025Smith Moore & CO.66,898$4.42M0.4%-2.8%0.953%
2/12/2025Thoroughbred Financial Services LLC24,701$1.63M0.1%+7.8%0.352%
2/12/2025Uniting Wealth Partners LLC91,382$6.04M2.9%N/A1.302%
2/12/2025Trexquant Investment LP3,996$264K0.0%-7.8%0.057%
2/12/2025NBZ Investment Advisors LLC111,229$7.35M4.1%N/A1.584%
2/12/2025Orion Portfolio Solutions LLC13,994$925K0.0%+13.1%0.199%
2/12/2025Blair William & Co. IL1,801$119K0.0%N/A0.026%
2/12/2025Ausdal Financial Partners Inc.22,158$1.47M0.1%+8.5%0.316%
2/11/2025LPL Financial LLC1,794,668$118.65M0.0%+41.3%25.565%
2/11/2025Comprehensive Wealth Management LLC11,103$734K0.5%+6.2%0.158%
2/11/2025Beacon Capital Management Inc.57,896$3.83M0.2%-1.3%0.825%
2/10/2025Thrivent Financial for Lutherans252,457$16.69M0.0%+56.3%3.596%
2/10/2025Harbour Investments Inc.108,121$7.15M0.2%+628.3%1.540%
2/10/2025Envestnet Portfolio Solutions Inc.103,569$6.85M0.0%+15.7%1.475%
2/10/2025Greykasell Wealth Strategies Inc.4,981$329K0.2%N/A0.071%
2/10/2025Commonwealth Equity Services LLC150,914$9.98M0.0%+20.4%2.150%
2/10/2025Avantax Advisory Services Inc.40,426$2.67M0.0%+230.5%0.576%
2/7/2025Sequoia Financial Advisors LLC92,709$6.13M0.1%N/A1.321%
2/7/2025PFG Advisors26,949$1.78M0.1%+8.2%0.384%
2/7/2025HighTower Advisors LLC7,321$484K0.0%+14.5%0.104%
2/7/2025Independent Advisor Alliance40,776$2.70M0.0%N/A0.581%
2/7/2025Lowery Thomas LLC16,249$1.07M0.7%-3.3%0.231%
2/7/2025New Insight Wealth Advisors18,711$1.24M0.6%+334.9%0.267%
2/7/2025PNC Financial Services Group Inc.1,208$80K0.0%+27.2%0.017%
2/7/2025Banco Santander S.A.50,082$3.31M0.0%+121.9%0.713%
2/6/2025One Capital Management LLC39,323$2.60M0.1%+20.6%0.560%
2/6/2025Raymond James Financial Inc.463,735$30.66M0.0%N/A6.606%
2/6/2025Cullen Frost Bankers Inc.1,677$111K0.0%N/A0.024%
2/6/2025Vantage Financial Partners LLC16,177$1.07M0.3%+27.2%0.230%
2/6/2025Atria Investments Inc17,850$1.18M0.0%+8.5%0.254%
2/6/2025Steward Partners Investment Advisory LLC487,300$32.22M0.3%+1.3%6.942%
2/6/2025Meridian Wealth Management LLC106,237$7.02M0.3%-3.0%1.513%
2/6/2025Jones Financial Companies Lllp71,036$4.70M0.0%+51.4%1.012%
2/5/2025Maia Wealth LLC10,618$730K0.2%-39.1%0.151%
2/5/2025Providence First Trust Co14,664$969K0.4%-71.0%0.209%
2/5/2025Noble Wealth Management PBC40,918$2.71M1.9%N/A0.583%
2/5/2025Oppenheimer & Co. Inc.5,384$356K0.0%+61.6%0.077%
2/4/2025Provident Wealth Management LLC95,688$6.33M2.1%+8.0%1.363%
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2/4/2025Theory Financial LLC49,181$3.25M1.4%-1.8%0.701%
2/4/2025Marshall Investment Management LLC33,609$2.23M1.3%N/A0.479%
2/4/2025JBR Co Financial Management Inc18,656$1.23M0.8%+108.7%0.266%
2/3/2025Sigma Planning Corp13,775$911K0.0%+23.9%0.196%
2/3/2025Wealth Alliance6,883$455K0.1%+67.9%0.098%
2/3/2025Private Advisor Group LLC110,040$7.28M0.0%+13.5%1.568%
2/3/2025Good Life Advisors LLC6,725$445K0.0%+91.4%0.096%
1/31/2025Global Retirement Partners LLC443$29K0.0%+440.2%0.006%
1/31/2025Truist Financial Corp107,977$7.14M0.0%+10.1%1.538%
1/31/2025Sanctuary Advisors LLC30,951$2.16M0.0%+20.5%0.441%
(Data available from 1/1/2016 forward)

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XSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSMO shares?

During the previous two years, 175 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($118.65M), Envestnet Asset Management Inc. ($88.62M), Cetera Investment Advisers ($68.24M), Mainstay Capital Management LLC ADV ($46.41M), Wells Fargo & Company MN ($42.09M), Steward Partners Investment Advisory LLC ($32.22M), and Raymond James Financial Inc. ($30.66M).Learn more on XSMO's institutional investors.

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

Of the 165 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: Cetera Investment Advisers ($994.70K), Raymond James Financial Inc. ($927.47K), LPL Financial LLC ($801.18K), Mainstay Capital Management LLC ADV ($701.15K), Wells Fargo & Company MN ($365.75K), Bank of America Corp DE ($284.15K), and Apollon Wealth Management LLC ($276.90K).

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

Institutional investors have bought a total of 8,633,222 shares in the last 24 months. This purchase volume represents approximately $550.12M in transactions.

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

Of the 41 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 ($183.22K), Providence First Trust Co ($35.93K), Cambridge Investment Research Advisors Inc. ($31.69K), Wealth Enhancement Advisory Services LLC ($29.87K), RFG Advisory LLC ($25.60K), Systelligence LLC ($24.73K), and Kozak & Associates Inc. ($23.95K).

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

Institutional investors have sold a total of 503,777 shares in the last 24 months. This volume of shares sold represents approximately $28.03M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 4/16/2025 by MarketBeat.com Staff
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