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

Invesco S&P SmallCap Momentum ETF logo
$74.13 +1.56 (+2.15%)
Closing price 04:10 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)
211
Total
Institutional Inflows
(last 12 months)
$755.96M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$61.68M
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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
9/4/2025 Osaic Holdings Inc.1,750,582$119.08M0.2%+8.4%6.876%
9/4/2025 Beacon Capital Management Inc.402$27K0.0%N/A0.002%
8/27/2025 Orion Porfolio Solutions LLC17,312$1.18M0.0%+8.8%0.068%
8/26/2025 Thrivent Financial for Lutherans166,933$11.36M0.0%N/A0.656%
8/19/2025 Advisory Services Network LLC6,396$435K0.0%-39.3%0.025%
8/18/2025 Geneos Wealth Management Inc.69,457$4.72M0.1%+6.8%0.273%
8/15/2025 Tower Research Capital LLC TRC 7,858$535K0.0%-45.5%0.031%
8/15/2025 Equitable Holdings Inc.48,374$3.29M0.0%+12.1%0.190%
8/15/2025 Snowden Capital Advisors LLC84,193$5.73M0.2%+3.6%0.331%
8/15/2025 Orion Porfolio Solutions LLC17,312$1.18M0.0%+8.8%0.068%
8/15/2025 MML Investors Services LLC143,028$9.73M0.0%+18.2%0.562%
8/15/2025 IHT Wealth Management LLC4,585$312K0.0%-20.8%0.018%
8/15/2025 Great Valley Advisor Group Inc.119,950$8.16M0.2%N/A0.471%
8/15/2025 Benjamin Edwards Inc.8,430$573K0.0%-9.8%0.033%
8/15/2025 Bank of America Corp DE263,301$17.91M0.0%-28.3%1.034%
8/15/2025 Ameriprise Financial Inc.9,414$640K0.0%+7.6%0.037%
8/14/2025 Raymond James Financial Inc.1,033,548$70.30M0.0%+154.4%4.059%
8/14/2025 NewEdge Advisors LLC85,977$5.85M0.0%-8.5%0.338%
8/14/2025 Aldebaran Financial Inc.10,685$727K0.8%-1.7%0.042%
8/14/2025 Qube Research & Technologies Ltd29,211$1.99M0.0%-28.2%0.115%
8/14/2025 Cerity Partners LLC12,023$818K0.0%N/A0.047%
8/13/2025 Quantum Portfolio Management LLC7,259$494K0.2%+71.8%0.029%
8/13/2025 JBR Co Financial Management Inc30,053$2.04M1.0%+16.5%0.118%
8/13/2025 CW Advisors LLC38,524$2.62M0.0%+3.9%0.151%
8/13/2025 River Wealth Advisors LLC323,865$22.03M2.7%N/A1.272%
8/13/2025 WCG Wealth Advisors LLC10,863$739K0.0%N/A0.043%
8/13/2025 VestGen Advisors LLC35,863$2.44M0.1%+16.3%0.141%
8/13/2025 Financial Freedom LLC25,522$1.74M0.9%+183.0%0.100%
8/13/2025 Northwestern Mutual Wealth Management Co.441,605$30.04M0.0%+21.6%1.735%
8/13/2025 Mayfair Advisory Group LLC4,442$304K0.1%-27.9%0.017%
8/13/2025 Maia Wealth LLC15,207$1.03M0.2%+37.9%0.060%
8/12/2025 J.W. Cole Advisors Inc.9,625$655K0.0%+11.5%0.038%
8/12/2025 Financial Advocates Investment Management4,576$311K0.0%-59.3%0.018%
8/12/2025 Steward Partners Investment Advisory LLC15,713$1.07M0.0%+560.8%0.062%
8/12/2025 CreativeOne Wealth LLC10,985$747K0.0%+78.9%0.043%
8/12/2025 Titleist Asset Management LLC78,203$5.32M0.5%+3.6%0.307%
8/12/2025 Lodestone Wealth Management LLC21,848$1.49M0.7%-3.4%0.086%
8/12/2025 Real Talk Capital LLC7,813$531K0.6%+14.6%0.031%
8/11/2025 Perennial Investment Advisors LLC21,947$1.49M0.1%+63.4%0.086%
8/11/2025 Anderson Financial Strategies LLC85,608$5.82M3.7%-2.1%0.336%
8/11/2025 SFI Advisors LLC27,625$1.88M1.3%+36.7%0.109%
8/11/2025 Western Wealth Management LLC13,104$891K0.1%-1.9%0.051%
8/8/2025 Kingsview Wealth Management LLC4,747$323K0.0%N/A0.019%
8/8/2025 Avantax Advisory Services Inc.69,685$4.74M0.0%+39.6%0.274%
8/8/2025 Sculati Wealth Management LLC19,640$1.34M0.5%-59.5%0.077%
8/8/2025 Thoroughbred Financial Services LLC42,662$2.90M0.2%+37.1%0.168%
8/8/2025 Cetera Investment Advisers1,278,102$86.94M0.1%+8.8%5.020%
8/8/2025 Meridian Wealth Management LLC110,849$7.54M0.3%+5.0%0.435%
8/8/2025 D Orazio & Associates Inc.3,855$262K0.0%-18.1%0.015%
8/8/2025 Wealth Alliance LLC4,564$310K0.0%+7.3%0.018%
8/7/2025 Vise Technologies Inc.14,268$971K0.0%N/A0.056%
8/7/2025 PFG Advisors29,445$2.00M0.1%+7.7%0.116%
8/7/2025 Parkside 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%0.349%
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%
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%
(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, 238 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were Osaic Holdings Inc. ($119.08M), LPL Financial LLC ($111.27M), Envestnet Asset Management Inc. ($107.49M), Cetera Investment Advisers ($86.94M), Raymond James Financial Inc. ($70.30M), Mainstay Capital Management LLC ADV ($46.41M), and Wells Fargo & Company MN ($42.09M).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 225 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: Raymond James Financial Inc. ($1.55M), Cetera Investment Advisers ($1.24M), LPL Financial LLC ($784.87K), Mainstay Capital Management LLC ADV ($701.15K), Gratus Wealth Advisors LLC ($477.34K), Thrivent Financial for Lutherans ($419.39K), and Apollon Wealth Management LLC ($382.23K).

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

Institutional investors have bought a total of 11,464,882 shares in the last 24 months. This purchase volume represents approximately $755.96M in transactions.

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

Of the 74 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: Bank of America Corp DE ($104.00K), 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), and Sculati Wealth Management LLC ($39.62K).

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

Institutional investors have sold a total of 945,787 shares in the last 24 months. This volume of shares sold represents approximately $61.68M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 9/18/2025 by MarketBeat.com Staff
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