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

Invesco S&P SmallCap Momentum ETF logo
$65.05 -0.09 (-0.14%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$65.04 -0.01 (-0.02%)
As of 05/23/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$612.97M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$39.57M
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XSMO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.65,051$4.08M0.1%+9.2%0.288%
5/20/2025 Focus Partners Wealth8,582$539K0.0%N/A0.038%
5/20/2025 Integrity Alliance LLC.19,479$1.22M0.0%N/A0.086%
5/19/2025 Jane Street Group LLC6,570$412K0.0%-35.1%0.029%
5/16/2025 Prostatis Group LLC51,236$3.22M1.0%+38.1%0.227%
5/16/2025 Signature Estate & Investment Advisors LLC3,291$207K0.0%N/A0.015%
5/16/2025 Cape Investment Advisory Inc.896$56K0.0%+48.8%0.004%
5/16/2025 Jones Financial Companies Lllp21,560$1.35M0.0%-69.6%0.095%
5/16/2025 Legacy Wealth Managment LLC ID1,307$82K0.1%-20.0%0.006%
5/16/2025 NewEdge Advisors LLC93,922$5.89M0.0%+91.7%0.415%
5/16/2025 Edmond DE Rothschild Holding S.A.750$47K0.0%N/A0.003%
5/15/2025 Paragon Private Wealth Management LLC16,983$1.07M0.5%N/A0.075%
5/15/2025 Royal Bank of Canada119,454$7.50M0.0%-6.9%0.528%
5/15/2025 Calton & Associates Inc.7,629$479K0.1%N/A0.034%
5/15/2025 Titleist Asset Management LLC75,464$4.74M0.5%+1.8%0.334%
5/15/2025 Baird Financial Group Inc.4,590$288K0.0%-6.8%0.020%
5/15/2025 Trexquant Investment LP3,211$201K0.0%-19.6%0.014%
5/14/2025 CreativeOne Wealth LLC6,140$385K0.0%-28.2%0.027%
5/14/2025 Comerica Bank13,500$847K0.0%-25.8%0.060%
5/14/2025 Northwestern Mutual Wealth Management Co.363,127$22.79M0.0%+102.2%1.606%
5/14/2025 CW Advisors LLC37,069$2.33M0.0%N/A0.164%
5/14/2025 RWA Wealth Partners LLC16,408$1.03M0.0%N/A0.073%
5/13/2025 SFI Advisors LLC20,210$1.27M0.9%N/A0.089%
5/13/2025 Raymond James Financial Inc.406,230$25.49M0.0%-12.4%1.797%
5/13/2025 Comprehensive Wealth Management LLC13,172$827K0.6%+18.6%0.058%
5/12/2025 Meridian Wealth Management LLC105,574$6.63M0.3%-0.6%0.467%
5/12/2025 Maia Wealth LLC11,029$654K0.1%+3.9%0.049%
5/12/2025 Independent Advisor Alliance3,714$233K0.0%-90.9%0.016%
5/12/2025 Cooper Financial Group108,250$6.79M0.9%+4.0%0.479%
5/12/2025 Benjamin Edwards Inc.9,351$587K0.0%-29.3%0.041%
5/9/2025 Atria Wealth Solutions Inc.8,343$524K0.0%N/A0.038%
5/9/2025 Thoroughbred Financial Services LLC31,123$1.95M0.1%+26.0%0.140%
5/9/2025 NBZ Investment Advisors LLC140,234$8.80M5.1%+26.1%0.633%
5/8/2025 IFG Advisory LLC32,370$2.03M0.1%+46.0%0.146%
5/8/2025 US Bancorp DE1,832$115K0.0%N/A0.008%
5/8/2025 Harbour Investments Inc.71,944$4.51M0.1%-33.5%0.325%
5/8/2025 Arkadios Wealth Advisors9,836$617K0.0%+6.6%0.044%
5/8/2025 Marshall Investment Management LLC31,289$1.96M1.2%-6.9%0.141%
5/8/2025 Geneos Wealth Management Inc.66,303$4.16M0.1%+11.3%0.299%
5/7/2025 Vantage Financial Partners LLC19,629$1.23M0.3%+21.3%0.089%
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5/7/2025 LPL Financial LLC1,773,263$111.27M0.0%-1.2%8.002%
5/7/2025 Anson Capital Inc.18,802$1.18M1.0%+16.3%0.085%
5/6/2025 USAdvisors Wealth Management LLC82,665$5.19M1.8%+17.3%0.373%
5/6/2025 Cetera Investment Advisers1,175,080$73.74M0.1%+13.8%5.303%
5/6/2025 Avantax Advisory Services Inc.49,908$3.13M0.0%+23.5%0.225%
5/6/2025 Gratus Wealth Advisors LLC475,382$29.83M4.9%N/A2.145%
5/6/2025 PFG Advisors27,332$1.72M0.1%+1.4%0.123%
5/5/2025 Peterson Wealth Services6,690$420K0.1%N/A0.030%
5/5/2025 Wealth Alliance LLC4,252$267K0.0%-38.2%0.019%
5/5/2025 Calton & Associates Inc.2,672$168K0.0%N/A0.012%
5/5/2025 Private Advisor Group LLC96,308$6.04M0.0%-12.5%0.435%
5/2/2025 Archvest Wealth Advisors Inc.77,091$4.84M4.0%N/A0.348%
5/2/2025 Theory Financial LLC49,499$3.11M1.3%+0.6%0.223%
5/2/2025 James Investment Research Inc.10,272$645K0.1%+21.6%0.046%
5/2/2025 Apollon Financial LLC17,948$1.13M0.3%+6.1%0.081%
5/2/2025 Apollon Wealth Management LLC382,228$23.99M0.5%+38.0%1.725%
5/2/2025 Sigma Planning Corp15,985$1.00M0.0%+16.0%0.072%
5/1/2025 CWM LLC346,667$21.75M0.1%+157.7%1.564%
5/1/2025 Fifth Third Securities Inc.15,325$962K0.1%-1.9%0.069%
4/30/2025 Adapt Wealth Advisors LLC75,982$4.77M2.3%+7.7%0.343%
4/30/2025 New Insight Wealth Advisors28,030$1.76M0.8%+49.8%0.126%
4/29/2025 Envestnet Asset Management Inc.1,517,383$95.22M0.0%+13.2%6.847%
4/29/2025 World Investment Advisors3,460$217K0.0%N/A0.016%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.8,000$502K0.0%-54.7%0.036%
4/29/2025 OneDigital Investment Advisors LLC3,919$246K0.0%+6.4%0.018%
4/29/2025 Aviance Capital Partners LLC5,187$325K0.0%N/A0.023%
4/28/2025 Mutual Advisors LLC3,817$234K0.0%-40.1%0.017%
4/28/2025 Capstone Wealth Management Group LLC46,666$2.93M2.3%+138.0%0.206%
4/28/2025 Lodestone Wealth Management LLC22,611$1.42M0.8%+5.0%0.102%
4/28/2025 Private Trust Co. NA2,404$151K0.0%+152.8%0.011%
4/25/2025 Valley National Advisers Inc.3,198$200K0.0%-36.6%0.014%
4/25/2025 Sovran Advisors LLC11,147$658K0.1%+105.0%0.050%
4/25/2025 Uniting Wealth Partners LLC3,224$202K0.1%-96.5%0.015%
4/24/2025 Golden State Wealth Management LLC9,612$603K0.1%+21.6%0.043%
4/23/2025 Sequoia Financial Advisors LLC97,427$6.11M0.0%+5.1%0.440%
4/23/2025 Golden State Wealth Management LLC19,219$1.21M0.1%+143.2%0.087%
4/23/2025 Systelligence LLC133,238$8.36M2.0%+7.6%0.601%
4/23/2025 Mascagni Wealth Management Inc.17,909$1.18M1.2%-3.7%0.081%
4/23/2025 Consolidated Portfolio Review Corp7,069$444K0.1%+12.4%0.032%
4/23/2025 Oppenheimer & Co. Inc.4,834$303K0.0%-10.2%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.80,194$5.03M0.0%-44.0%0.362%
4/22/2025 Cobblestone Asset Management LLC40,987$2.57M1.5%+15.0%0.185%
4/21/2025 Provident Wealth Management LLC100,413$6.30M2.2%+4.9%0.453%
4/21/2025 ERn Financial LLC10,992$690K0.1%-2.1%0.050%
4/21/2025 Envestnet Portfolio Solutions Inc.122,547$7.69M0.0%+18.3%0.553%
4/21/2025 MFA Wealth Advisors LLC15,570$977K0.2%N/A0.070%
4/21/2025 JBR Co Financial Management Inc25,797$1.62M0.9%+38.3%0.116%
4/21/2025 Kingswood Wealth Advisors LLC28,458$1.79M0.1%+62.3%0.128%
4/18/2025 Mayfair Advisory Group LLC6,164$387K0.2%N/A0.027%
4/18/2025 Financial Freedom LLC9,017$566K0.3%+362.9%0.040%
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4/17/2025 Janney Montgomery Scott LLC196,372$12.32M0.0%+66.3%0.869%
4/17/2025 D Orazio & Associates Inc.4,705$295K0.0%+30.3%0.021%
4/17/2025 Sound Income Strategies LLC14,391$903K0.1%N/A0.064%
4/17/2025 Dynamic Advisor Solutions LLC4,594$288K0.0%+16.8%0.020%
4/16/2025 Hoey Investments Inc.1,080$68K0.0%N/A0.005%
4/16/2025 Armbruster Capital Management Inc.183,401$11.51M2.3%+5.4%0.811%
4/16/2025 Wealth Enhancement Advisory Services LLC299,125$18.77M0.0%+26.2%1.323%
4/16/2025 Marmo Financial Group LLC277,389$17.41M9.5%+5.7%1.227%
4/15/2025 Members Wealth LLC8,627$541K0.4%+9.9%0.038%
4/15/2025 GPS Wealth Strategies Group LLC69,116$4.34M0.6%+12.3%0.306%
(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, 200 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($111.27M), Envestnet Asset Management Inc. ($95.22M), Cetera Investment Advisers ($73.74M), Mainstay Capital Management LLC ADV ($46.41M), Wells Fargo & Company MN ($42.09M), Steward Partners Investment Advisory LLC ($32.22M), and Gratus Wealth Advisors LLC ($29.83M).Learn more on XSMO's institutional investors.

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

Of the 187 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 ($1.14M), Raymond James Financial Inc. ($927.47K), LPL Financial LLC ($784.87K), Mainstay Capital Management LLC ADV ($701.15K), Gratus Wealth Advisors LLC ($475.38K), Apollon Wealth Management LLC ($382.23K), and Wells Fargo & Company MN ($365.75K).

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

Institutional investors have bought a total of 10,382,759 shares in the last 24 months. This purchase volume represents approximately $664.47M in transactions.

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

Of the 60 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), Uniting Wealth Partners LLC ($88.16K), Cambridge Investment Research Advisors Inc. ($85.08K), Raymond James Financial Inc. ($57.51K), Jones Financial Companies Lllp ($49.48K), LPL Financial LLC ($38.52K), and Independent Advisor Alliance ($37.06K).

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

Institutional investors have sold a total of 886,571 shares in the last 24 months. This volume of shares sold represents approximately $52.54M in transactions.



This page (NYSEARCA:XSMO) was last updated on 5/25/2025 by MarketBeat.com Staff
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