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

Invesco S&P SmallCap Momentum ETF logo
$68.22 -0.41 (-0.60%)
Closing price 08/7/2025 04:10 PM Eastern
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$68.22 +0.00 (+0.01%)
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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)
202
Total
Institutional Inflows
(last 12 months)
$652.06M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$49.78M
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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
8/7/2025Vise Technologies Inc.14,268$971K0.0%N/A0.056%
8/7/2025PFG Advisors29,445$2.00M0.1%+7.7%0.116%
8/7/2025Parkside Financial Bank & Trust606$41K0.0%N/A0.002%
8/6/2025 RWA Wealth Partners LLC9,630$655K0.0%-41.3%0.038%
8/6/2025 Legacy Investment Solutions LLC1,244$85K0.0%N/A0.005%
8/6/2025 Mascagni Wealth Management Inc.20,303$1.38M1.2%+13.4%0.080%
8/6/2025 Golden State Wealth Management LLC11,131$757K0.1%+15.8%0.044%
8/5/2025 GPS Wealth Strategies Group LLC83,672$5.69M0.7%+21.1%0.329%
8/5/2025 Simplex Trading LLC3,022$205K0.0%N/A0.012%
8/5/2025 Sigma Planning Corp15,255$1.04M0.0%-4.6%0.060%
8/5/2025 EPG Wealth Management LLC77,780$5.29M1.6%N/A0.305%
8/5/2025 Uniting Wealth Partners LLC56,648$3.85M1.5%+1,657.1%0.222%
8/4/2025 NBZ Investment Advisors LLC144,650$9.84M5.6%+3.1%0.568%
8/4/2025 IFG Advisory LLC5,231$356K0.0%-83.8%0.021%
8/4/2025 ArborFi Advisors LLC33,134$2.25M2.0%N/A0.130%
8/4/2025 Atria Investments Inc51,651$3.51M0.0%+20.9%0.203%
8/4/2025 Assetmark Inc.1,882$128K0.0%+1,315.0%0.007%
8/4/2025 Arkadios Wealth Advisors86,042$5.85M0.2%+774.8%0.338%
8/1/2025 James Investment Research Inc.11,139$758K0.1%+8.4%0.045%
8/1/2025 Providence First Trust Co19,288$1.31M0.5%+35.7%0.077%
8/1/2025 Anson Capital Inc.17,049$1.16M0.9%-9.3%0.068%
8/1/2025 Y Intercept Hong Kong Ltd5,878$400K0.0%N/A0.024%
8/1/2025 Brookwood Investment Group LLC7,835$533K0.1%N/A0.031%
8/1/2025 Envestnet Asset Management Inc.1,580,283$107.49M0.0%+4.1%6.347%
7/30/2025 Whittier Trust Co.900$61K0.0%N/A0.004%
7/29/2025 Systelligence LLC139,471$9.49M1.8%+4.7%0.560%
7/29/2025 Signature Estate & Investment Advisors LLC4,262$290K0.0%+29.5%0.017%
7/29/2025 Stratos Wealth Partners LTD.6,126$417K0.0%+14.5%0.025%
7/29/2025 Private Trust Co. NA1,292$88K0.0%-46.3%0.005%
7/29/2025 Harbor Asset Planning Inc.590$40K0.0%N/A0.002%
7/28/2025 Mutual Advisors LLC4,290$294K0.0%+12.4%0.017%
7/28/2025 Harbour Investments Inc.7,284$495K0.0%-89.9%0.029%
7/28/2025 RFG Advisory LLC22,537$1.53M0.0%-24.5%0.091%
7/28/2025 Axxcess Wealth Management LLC11,800$803K0.0%N/A0.047%
7/25/2025 Atria Wealth Solutions Inc.4,279$297K0.0%-48.7%0.017%
7/25/2025 Envestnet Portfolio Solutions Inc.130,604$8.88M0.0%+6.6%0.525%
7/25/2025 Sequoia Financial Advisors LLC88,846$6.04M0.0%-8.8%0.357%
7/25/2025 MGO One Seven LLC11,715$797K0.0%+27.1%0.047%
7/25/2025 Prostatis Group LLC54,376$3.70M1.1%+6.1%0.218%
7/25/2025 CWM LLC354,148$24.09M0.1%+2.2%1.422%
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7/25/2025 Concurrent Investment Advisors LLC3,721$253K0.0%N/A0.015%
7/25/2025 Johnson Investment Counsel Inc.21,381$1.45M0.0%-6.0%0.086%
7/25/2025 Apollon Financial LLC20,534$1.40M0.3%+14.4%0.082%
7/25/2025 Apollon Wealth Management LLC371,638$25.28M0.5%-2.8%1.493%
7/24/2025 Trust Co. of Toledo NA OH10,070$685K0.1%N/A0.040%
7/24/2025 IFP Advisors Inc7,033$478K0.0%N/A0.028%
7/23/2025 Clear Creek Financial Management LLC4,619$314K0.0%N/A0.019%
7/23/2025 Armbruster Capital Management Inc.190,028$12.93M2.3%+3.6%0.763%
7/23/2025 Kingswood Wealth Advisors LLC23,872$1.62M0.1%-16.1%0.096%
7/23/2025 Prime Capital Investment Advisors LLC47,079$3.20M0.0%+4.5%0.189%
7/22/2025 Gratus Wealth Advisors LLC477,335$32.47M4.9%+0.4%1.917%
7/22/2025 Valley National Advisers Inc.2,539$172K0.0%-20.6%0.010%
7/22/2025 Wealthcare Capital Management LLC14,236$968K0.1%N/A0.057%
7/22/2025 Wealthcare Advisory Partners LLC9,591$652K0.0%N/A0.039%
7/22/2025 USAdvisors Wealth Management LLC89,516$6.08M2.3%+8.3%0.360%
7/22/2025 Accel Wealth Management24,850$1.69M0.6%+3.5%0.100%
7/21/2025 Ameritas Advisory Services LLC7,514$511K0.0%N/A0.030%
7/21/2025 Seros Financial LLC70,009$4.76M3.0%N/A0.281%
7/18/2025 Trilogy Capital Inc.6,805$463K0.0%N/A0.027%
7/18/2025 Lowery Thomas LLC15,001$1.02M0.7%-7.3%0.060%
7/18/2025 Consolidated Portfolio Review Corp7,281$495K0.1%+3.0%0.029%
7/18/2025 Cooper Financial Group102,655$6.98M0.8%-5.2%0.412%
7/18/2025 Truist Financial Corp79,549$5.41M0.0%-12.9%0.319%
7/17/2025 Janney Montgomery Scott LLC219,456$14.93M0.0%+11.8%0.881%
7/17/2025 Fifth Third Securities Inc.15,896$1.08M0.1%+3.7%0.064%
7/17/2025 Sound Income Strategies LLC41,917$2.85M0.2%+191.3%0.168%
7/16/2025 Marmo Financial Group LLC281,674$19.16M9.5%+1.5%1.131%
7/16/2025 Kendall Capital Management17,000$1.16M0.3%N/A0.068%
7/16/2025 New Insight Wealth Advisors27,812$1.89M0.8%-0.8%0.112%
7/15/2025 Optima Capital LLC34,376$2.34M1.3%N/A0.138%
7/14/2025 MFA Wealth Advisors LLC62,739$4.27M1.0%+302.9%0.252%
7/14/2025 Southland Equity Partners LLC4,884$332K0.1%N/A0.020%
7/14/2025 Sowell Financial Services LLC8,753$595K0.0%N/A0.035%
7/11/2025 Ullmann Wealth Partners Group LLC3,110$212K0.0%N/A0.012%
7/11/2025 Farther Finance Advisors LLC3,026$206K0.0%+8.4%0.012%
7/10/2025 Sterling Financial Group Inc.3,862$263K0.1%N/A0.016%
7/10/2025 Kozak & Associates Inc.14,079$973K0.2%-7.1%0.057%
7/10/2025 Redhawk Wealth Advisors Inc.32,765$2.23M0.3%N/A0.132%
7/10/2025 Wealth Enhancement Advisory Services LLC462,553$32.09M0.1%+54.6%1.858%
7/10/2025 Focus Financial Network Inc.204,723$13.93M0.5%+1.7%0.822%
7/9/2025 Breakwater Capital Group13,541$921K0.2%+7.8%0.054%
7/9/2025 Fiduciary Alliance LLC78,500$5.34M0.4%+19.9%0.315%
7/7/2025 Nova Wealth Management Inc.32,326$2.20M1.6%+7.8%0.130%
7/7/2025 TruWealth Advisors LLC3,134$213K0.0%N/A0.013%
6/20/2025Real Talk Capital LLC6,815$428K0.6%+10.4%0.029%
5/29/2025 Nova Wealth Management Inc.29,990$1.88M1.6%+36.6%0.133%
5/28/2025Anderson Financial Strategies LLC87,413$5.49M3.4%+15.1%0.387%
5/21/2025Geneos Wealth Management Inc.65,051$4.08M0.1%+9.2%0.288%
5/20/2025Focus Partners Wealth8,582$539K0.0%N/A0.038%
5/20/2025 Integrity Alliance LLC.19,479$1.22M0.0%N/A0.086%
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5/19/2025Jane 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%
5/16/2025Cape Investment Advisory Inc.896$56K0.0%+48.8%0.004%
5/16/2025Jones 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%
5/16/2025NewEdge Advisors LLC93,922$5.89M0.0%+91.7%0.415%
5/16/2025Edmond DE Rothschild Holding S.A.750$47K0.0%N/A0.003%
5/15/2025Paragon Private Wealth Management LLC16,983$1.07M0.5%N/A0.075%
5/15/2025Royal Bank of Canada119,454$7.50M0.0%-6.9%0.528%
(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, 227 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. ($107.49M), Cetera Investment Advisers ($73.74M), Mainstay Capital Management LLC ADV ($46.41M), Wells Fargo & Company MN ($42.09M), Gratus Wealth Advisors LLC ($32.47M), and Steward Partners Investment Advisory LLC ($32.22M).Learn more on Invesco S&P SmallCap Momentum ETF's institutional investors.

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

Of the 217 institutional investors that purchased Invesco S&P SmallCap Momentum ETF's 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 ($477.34K), 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 9,964,534 shares in the last 24 months. This purchase volume represents approximately $652.06M in transactions.

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

Of the 63 institutional investors that sold Invesco S&P SmallCap Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Harbour Investments Inc. ($100.84K), Uniting Wealth Partners LLC ($88.16K), Cambridge Investment Research Advisors Inc. ($62.89K), Raymond James Financial Inc. ($57.51K), Jones Financial Companies Lllp ($49.48K), Independent Advisor Alliance ($37.06K), and Providence First Trust Co ($35.93K).

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

Institutional investors have sold a total of 771,213 shares in the last 24 months. This volume of shares sold represents approximately $49.78M in transactions.



This page (NYSEARCA:XSMO) was last updated on 8/8/2025 by MarketBeat.com Staff
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