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

Invesco S&P SmallCap Momentum ETF logo
$68.42 -0.72 (-1.04%)
Closing price 04:10 PM Eastern
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$68.45 +0.03 (+0.04%)
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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)
186
Total
Institutional Inflows
(last 12 months)
$638.37M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$40.92M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Trilogy Capital Inc.6,805$463K0.0%N/A0.027%
7/18/2025Lowery Thomas LLC15,001$1.02M0.7%-7.3%0.060%
7/18/2025Consolidated Portfolio Review Corp7,281$495K0.1%+3.0%0.029%
7/18/2025Cooper Financial Group102,655$6.98M0.8%-5.2%0.412%
7/18/2025Truist Financial Corp79,549$5.41M0.0%-12.9%0.319%
7/17/2025Janney Montgomery Scott LLC219,456$14.93M0.0%+11.8%0.881%
7/17/2025Fifth Third Securities Inc.15,896$1.08M0.1%+3.7%0.064%
7/17/2025Sound 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%
5/20/2025Integrity Alliance LLC.19,479$1.22M0.0%N/A0.086%
5/19/2025Jane Street Group LLC6,570$412K0.0%-35.1%0.029%
5/16/2025Prostatis Group LLC51,236$3.22M1.0%+38.1%0.227%
5/16/2025Signature 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%
5/16/2025Legacy 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%
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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%
5/15/2025Calton & Associates Inc.7,629$479K0.1%N/A0.034%
5/15/2025Titleist Asset Management LLC75,464$4.74M0.5%+1.8%0.334%
5/15/2025Baird Financial Group Inc.4,590$288K0.0%-6.8%0.020%
5/15/2025Trexquant Investment LP3,211$201K0.0%-19.6%0.014%
5/14/2025CreativeOne Wealth LLC6,140$385K0.0%-28.2%0.027%
5/14/2025Comerica Bank13,500$847K0.0%-25.8%0.060%
5/14/2025Northwestern Mutual Wealth Management Co.363,127$22.79M0.0%+102.2%1.606%
5/14/2025CW Advisors LLC37,069$2.33M0.0%N/A0.164%
5/14/2025RWA Wealth Partners LLC16,408$1.03M0.0%N/A0.073%
5/13/2025SFI Advisors LLC20,210$1.27M0.9%N/A0.089%
5/13/2025Raymond James Financial Inc.406,230$25.49M0.0%-12.4%1.797%
5/13/2025Comprehensive Wealth Management LLC13,172$827K0.6%+18.6%0.058%
5/12/2025Meridian Wealth Management LLC105,574$6.63M0.3%-0.6%0.467%
5/12/2025Maia Wealth LLC11,029$654K0.1%+3.9%0.049%
5/12/2025Independent Advisor Alliance3,714$233K0.0%-90.9%0.016%
5/12/2025Cooper Financial Group108,250$6.79M0.9%+4.0%0.479%
5/12/2025Benjamin Edwards Inc.9,351$587K0.0%-29.3%0.041%
5/9/2025Atria Wealth Solutions Inc.8,343$524K0.0%N/A0.038%
5/9/2025Thoroughbred Financial Services LLC31,123$1.95M0.1%+26.0%0.140%
5/9/2025NBZ Investment Advisors LLC140,234$8.80M5.1%+26.1%0.633%
5/8/2025IFG Advisory LLC32,370$2.03M0.1%+46.0%0.146%
5/8/2025US Bancorp DE1,832$115K0.0%N/A0.008%
5/8/2025Harbour Investments Inc.71,944$4.51M0.1%-33.5%0.325%
5/8/2025Arkadios Wealth Advisors9,836$617K0.0%+6.6%0.044%
5/8/2025Marshall Investment Management LLC31,289$1.96M1.2%-6.9%0.141%
5/8/2025Geneos Wealth Management Inc.66,303$4.16M0.1%+11.3%0.299%
5/7/2025Vantage Financial Partners LLC19,629$1.23M0.3%+21.3%0.089%
5/7/2025LPL Financial LLC1,773,263$111.27M0.0%-1.2%8.002%
5/7/2025Anson Capital Inc.18,802$1.18M1.0%+16.3%0.085%
5/6/2025USAdvisors Wealth Management LLC82,665$5.19M1.8%+17.3%0.373%
5/6/2025Cetera Investment Advisers1,175,080$73.74M0.1%+13.8%5.303%
5/6/2025Avantax Advisory Services Inc.49,908$3.13M0.0%+23.5%0.225%
5/6/2025Gratus Wealth Advisors LLC475,382$29.83M4.9%N/A2.145%
5/6/2025PFG Advisors27,332$1.72M0.1%+1.4%0.123%
5/5/2025Peterson Wealth Services6,690$420K0.1%N/A0.030%
5/5/2025Wealth Alliance LLC4,252$267K0.0%-38.2%0.019%
5/5/2025Calton & Associates Inc.2,672$168K0.0%N/A0.012%
5/5/2025Private Advisor Group LLC96,308$6.04M0.0%-12.5%0.435%
5/2/2025Archvest Wealth Advisors Inc.77,091$4.84M4.0%N/A0.348%
5/2/2025Theory Financial LLC49,499$3.11M1.3%+0.6%0.223%
5/2/2025James Investment Research Inc.10,272$645K0.1%+21.6%0.046%
5/2/2025Apollon Financial LLC17,948$1.13M0.3%+6.1%0.081%
5/2/2025Apollon Wealth Management LLC382,228$23.99M0.5%+38.0%1.725%
5/2/2025Sigma Planning Corp15,985$1.00M0.0%+16.0%0.072%
5/1/2025CWM LLC346,667$21.75M0.1%+157.7%1.564%
5/1/2025Fifth Third Securities Inc.15,325$962K0.1%-1.9%0.069%
4/30/2025Adapt 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%
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4/29/2025Envestnet Asset Management Inc.1,517,383$95.22M0.0%+13.2%6.847%
4/29/2025World Investment Advisors3,460$217K0.0%N/A0.016%
4/29/2025Harel Insurance Investments & Financial Services Ltd.8,000$502K0.0%-54.7%0.036%
4/29/2025OneDigital Investment Advisors LLC3,919$246K0.0%+6.4%0.018%
4/29/2025Aviance Capital Partners LLC5,187$325K0.0%N/A0.023%
4/28/2025Mutual Advisors LLC3,817$234K0.0%-40.1%0.017%
4/28/2025Capstone Wealth Management Group LLC46,666$2.93M2.1%+138.0%0.187%
4/28/2025Lodestone Wealth Management LLC22,611$1.42M0.8%+5.0%0.102%
4/28/2025Private Trust Co. NA2,404$151K0.0%+152.8%0.011%
4/25/2025Valley National Advisers Inc.3,198$200K0.0%-36.6%0.014%
(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, 210 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 Wealth Enhancement Advisory Services LLC ($32.09M).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 197 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 ($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 9,812,039 shares in the last 24 months. This purchase volume represents approximately $638.37M in transactions.

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

Of the 54 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: 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), Harbour Investments Inc. ($36.18K), 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 642,148 shares in the last 24 months. This volume of shares sold represents approximately $40.92M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 7/18/2025 by MarketBeat.com Staff
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