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

$69.39 -0.53 (-0.76%)
Closing price 01/31/2025 04:10 PM Eastern
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$70.10 +0.71 (+1.02%)
As of 01/31/2025 07:58 PM Eastern
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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)
114
Total
Institutional Inflows
(last 12 months)
$233.16M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.89M
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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
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%
1/31/2025Systelligence LLC123,801$8.18M2.0%+11.5%1.764%
1/31/2025Anson Capital Inc.16,163$1.07M0.9%-3.3%0.230%
1/31/2025J.W. Cole Advisors Inc.6,029$399K0.0%+6.0%0.086%
1/30/2025 James Investment Research Inc.8,448$558K0.1%+23.0%0.120%
1/30/2025 Principal Securities Inc.22,137$1.46M0.0%+126.6%0.315%
1/30/2025 Lodestone Wealth Management LLC21,527$1.42M0.7%+1.2%0.307%
1/30/2025 Bright Futures Wealth Management LLC.3,066$212K0.2%N/A0.044%
1/29/2025 MGB Wealth Management LLC401$27K0.0%+100.5%0.006%
1/29/2025 Sovran Advisors LLC5,438$363K0.1%N/A0.077%
1/29/2025 Focus Financial Network Inc.203,782$13.47M0.5%-0.6%2.903%
1/28/2025 D Orazio & Associates Inc.3,610$239K0.0%N/A0.051%
1/28/2025 Kingsview Wealth Management LLC58,532$3.87M0.1%N/A0.834%
1/28/2025 Apollon Wealth Management LLC276,895$18.31M0.4%+7.9%3.944%
1/28/2025 Apollon Financial LLC16,917$1.12M0.3%+16.2%0.241%
1/28/2025 Golden State Wealth Management LLC7,902$522K0.1%N/A0.113%
1/27/2025 Financial Advocates Investment Management6,018$398K0.0%+45.4%0.086%
1/27/2025 Stratos Wealth Partners LTD.5,434$359K0.0%-10.2%0.077%
1/24/2025 GPS Wealth Strategies Group LLC61,536$4.07M0.5%+52.9%0.877%
1/24/2025 Valley National Advisers Inc.5,048$333K0.1%+3.3%0.072%
1/24/2025 Total Clarity Wealth Management Inc.21,423$1.42M0.5%-3.5%0.305%
1/23/2025 Marmo Financial Group LLC262,311$17.34M9.4%-2.3%3.737%
1/23/2025 Fifth Third Securities Inc.15,615$1.03M0.1%+226.5%0.222%
1/23/2025 Synergy Asset Management LLC2,384$158K0.0%N/A0.034%
1/23/2025 USAdvisors Wealth Management LLC70,486$4.66M1.5%+253.3%1.004%
1/22/2025 Cobblestone Asset Management LLC35,627$2.36M1.5%N/A0.508%
1/22/2025 Kingswood Wealth Advisors LLC17,533$1.16M0.1%N/A0.250%
1/22/2025 Armbruster Capital Management Inc.173,993$11.50M2.3%+0.2%2.479%
1/21/2025 Geneos Wealth Management Inc.59,548$3.94M0.1%+0.6%0.848%
1/21/2025 Accel Wealth Management19,793$1.31M0.5%+20.5%0.282%
1/21/2025 Harel Insurance Investments & Financial Services Ltd.17,650$1.17M0.0%N/A0.251%
1/21/2025 RFG Advisory LLC54,307$3.59M0.1%-2.1%0.774%
1/17/2025 Mutual Advisors LLC6,371$435K0.0%+79.8%0.091%
1/17/2025 Janney Montgomery Scott LLC118,081$7.81M0.0%+8.2%1.682%
1/16/2025 Financial Freedom LLC1,948$129K0.1%N/A0.028%
1/16/2025 Smart Money Group LLC62,033$4.10M1.4%N/A0.884%
1/15/2025 Merit Financial Group LLC28,914$1.91M0.0%+26.6%0.412%
1/14/2025 ERn Financial LLC11,226$742K0.1%+1.7%0.160%
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1/14/2025 Thurston Springer Miller Herd & Titak Inc.15,199$1.01M0.2%+706.3%0.217%
1/14/2025 Capstone Wealth Management Group LLC19,605$1.30M0.7%N/A0.279%
1/13/2025 Cooper Financial Group104,103$6.88M0.8%+11.9%1.483%
1/13/2025 Fiduciary Alliance LLC31,945$2.11M0.2%N/A0.455%
1/6/2025 Kozak & Associates Inc.16,715$1.12M0.3%-57.3%0.238%
12/13/2024B. Riley Wealth Advisors Inc.5,508$363K0.0%N/A0.078%
11/25/2024World Investment Advisors LLC12,831$849K0.0%N/A0.183%
11/25/2024Sanctuary Advisors LLC25,694$1.87M0.0%+8.0%0.366%
11/22/2024Sculati Wealth Management LLC30,274$1.83M0.7%-26.3%0.431%
11/21/2024Aldebaran Financial Inc.7,811$517K0.6%N/A0.111%
11/15/2024Glass Jacobson Investment Advisors llc1,219$81K0.0%+23.3%0.017%
11/15/2024MML Investors Services LLC58,563$3.88M0.0%+88.4%0.834%
11/15/2024Legacy Investment Solutions LLC1,586$114K0.1%N/A0.023%
11/15/2024Orion Portfolio Solutions LLC12,375$819K0.0%N/A0.176%
11/15/2024Jane Street Group LLC4,412$292K0.0%N/A0.063%
11/15/2024Stifel Financial Corp207,692$13.75M0.0%+21.1%2.959%
11/15/2024Integrated Wealth Concepts LLC12,593$834K0.0%+3.8%0.179%
11/15/2024HighTower Advisors LLC6,395$423K0.0%+33.9%0.091%
11/15/2024Arizona PSPRS Trust25,672$1.70M0.1%N/A0.366%
11/15/2024Benjamin Edwards Inc.11,725$776K0.0%N/A0.167%
11/14/2024CreativeOne Wealth LLC8,531$565K0.0%N/A0.122%
11/13/2024FMR LLC2,172$144K0.0%+68.0%0.031%
11/12/2024Centaurus Financial Inc.3,251$215K0.0%N/A0.046%
11/12/2024 Crewe Advisors LLC4,276$283K0.0%N/A0.061%
11/12/2024Great Valley Advisor Group Inc.4,012$266K0.0%N/A0.057%
11/12/2024Meridian Wealth Management LLC109,567$7.25M0.4%+4.9%1.561%
11/12/2024Citigroup Inc.133,077$8.81M0.0%+6.0%1.896%
11/12/2024Banco Santander S.A.22,573$1.49M0.0%N/A0.322%
11/8/2024Lowery Thomas LLC16,796$1.11M0.8%+7.0%0.239%
11/7/2024Theory Financial LLC50,063$3.27M1.2%-7.0%0.713%
11/7/2024Thrivent Financial for Lutherans161,556$10.69M0.0%+586.9%2.301%
11/6/2024Comprehensive Wealth Management LLC10,455$692K0.4%+2.3%0.149%
11/6/2024Oppenheimer & Co. Inc.3,332$221K0.0%-6.0%0.047%
11/5/2024Prime Capital Investment Advisors LLC39,839$2.64M0.0%-1.5%0.568%
11/5/2024Systelligence LLC111,015$7.35M1.8%-13.2%1.581%
11/5/2024 Apollon Financial LLC14,557$964K0.3%N/A0.207%
11/5/2024Harbour Investments Inc.14,845$983K0.0%+247,316.7%0.211%
11/5/2024 Apollon Wealth Management LLC256,559$16.98M0.5%N/A3.655%
11/4/2024Sigma Planning Corp11,121$736K0.0%+126.1%0.158%
11/1/2024Aspire Wealth Management Corp35,094$2.32M1.3%+2.7%0.500%
10/31/2024Advisor Resource Council3,063$203K0.1%N/A0.044%
10/30/2024Maia 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%
A new coin is elbowing its way to the top of the crypto world (Ad)

With Donald Trump’s return to the oval office, the war on crypto is over. The digital currency is not only set to be released from its constraints … it could be about to explode. Trump has vowed to roll back Biden’s “crusade against crypto” on his first day in office.

This coin may be Trump’s favorite crypto …
10/24/2024Anson Capital Inc.16,716$1.11M1.0%-3.7%0.238%
10/24/2024J.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%
10/24/2024Fischer 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%
10/23/2024Mainstay Capital Management LLC ADV701,149$46.41M7.8%N/A9.988%
10/22/2024Private Advisor Group LLC96,923$6.42M0.0%+18.2%1.381%
10/18/2024Raymond James & Associates125,724$8.32M0.0%+62.6%1.791%
(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, 131 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), Apollon Wealth Management LLC ($18.31M), Marmo Financial Group LLC ($17.34M), Wells Fargo & Company MN ($15.78M), Wealth Enhancement Advisory Services LLC ($13.86M), and Stifel Financial Corp ($13.75M).Learn more on XSMO's institutional investors.

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

Of the 126 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), Apollon Wealth Management LLC ($276.90K), Systelligence LLC ($229.83K), Marmo Financial Group LLC ($170.86K), Thrivent Financial for Lutherans ($161.56K), and Wells Fargo & Company MN ($128.78K).

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

Institutional investors have bought a total of 4,515,779 shares in the last 24 months. This purchase volume represents approximately $274.19M in transactions.

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

Of the 29 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), Systelligence LLC ($24.73K), Kozak & Associates Inc. ($22.39K), and LPL Financial LLC ($17.11K).

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

Institutional investors have sold a total of 404,902 shares in the last 24 months. This volume of shares sold represents approximately $21.02M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 2/1/2025 by MarketBeat.com Staff
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