Free Trial
Investment Research Tools for the A.I. EraTry It Free

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

Invesco S&P SmallCap Momentum ETF logo
$72.57 -0.81 (-1.10%)
Closing price 04:10 PM Eastern
Extended Trading
$72.57 0.00 (0.00%)
As of 06:06 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.
Compare

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)
$751.22M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$63.39M
Get XSMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Redhawk Wealth Advisors Inc.34,943$2.57M0.3%+6.6%0.130%
10/9/2025Dynamic Advisor Solutions LLC7,146$526K0.0%-3.3%0.026%
10/8/2025 Fiduciary Alliance LLC62,037$4.56M0.3%-21.0%0.230%
10/8/2025 Accel Wealth Management20,691$1.52M0.4%-16.7%0.077%
10/7/2025 TCP Asset Management LLC2,814$207K0.0%N/A0.010%
10/7/2025 Cooper Financial Group100,208$7.37M0.8%-2.4%0.372%
10/7/2025 Nova Wealth Management Inc.35,135$2.59M1.8%+8.7%0.130%
9/4/2025Osaic Holdings Inc.1,750,582$119.08M0.2%+8.4%6.876%
9/4/2025Beacon Capital Management Inc.402$27K0.0%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC17,312$1.18M0.0%+8.8%0.068%
8/26/2025Thrivent Financial for Lutherans166,933$11.36M0.0%N/A0.656%
8/19/2025Advisory Services Network LLC6,396$435K0.0%-39.3%0.025%
8/18/2025Geneos Wealth Management Inc.69,457$4.72M0.1%+6.8%0.273%
8/15/2025Tower Research Capital LLC TRC 7,858$535K0.0%-45.5%0.031%
8/15/2025Equitable Holdings Inc.48,374$3.29M0.0%+12.1%0.190%
8/15/2025Snowden Capital Advisors LLC84,193$5.73M0.2%+3.6%0.331%
8/15/2025Orion Porfolio Solutions LLC17,312$1.18M0.0%+8.8%0.068%
8/15/2025MML Investors Services LLC143,028$9.73M0.0%+18.2%0.562%
8/15/2025IHT Wealth Management LLC4,585$312K0.0%-20.8%0.018%
8/15/2025Great Valley Advisor Group Inc.119,950$8.16M0.2%N/A0.471%
8/15/2025Benjamin Edwards Inc.8,430$573K0.0%-9.8%0.033%
8/15/2025Bank of America Corp DE263,301$17.91M0.0%-28.3%1.034%
8/15/2025Ameriprise Financial Inc.9,414$640K0.0%+7.6%0.037%
8/14/2025Raymond James Financial Inc.1,033,548$70.30M0.0%+154.4%4.059%
8/14/2025NewEdge Advisors LLC85,977$5.85M0.0%-8.5%0.338%
8/14/2025Aldebaran Financial Inc.10,685$727K0.8%-1.7%0.042%
8/14/2025Qube Research & Technologies Ltd29,211$1.99M0.0%-28.2%0.115%
8/14/2025Cerity Partners LLC12,023$818K0.0%N/A0.047%
8/13/2025Quantum Portfolio Management LLC7,259$494K0.2%+71.8%0.029%
8/13/2025JBR Co Financial Management Inc30,053$2.04M1.0%+16.5%0.118%
8/13/2025CW Advisors LLC38,524$2.62M0.0%+3.9%0.151%
8/13/2025River Wealth Advisors LLC323,865$22.03M2.7%N/A1.272%
8/13/2025WCG Wealth Advisors LLC10,863$739K0.0%N/A0.043%
8/13/2025VestGen Advisors LLC35,863$2.44M0.1%+16.3%0.141%
8/13/2025Financial Freedom LLC25,522$1.74M0.9%+183.0%0.100%
8/13/2025Northwestern Mutual Wealth Management Co.441,605$30.04M0.0%+21.6%1.735%
8/13/2025Mayfair Advisory Group LLC4,442$304K0.1%-27.9%0.017%
8/13/2025Maia Wealth LLC15,207$1.03M0.2%+37.9%0.060%
8/12/2025J.W. Cole Advisors Inc.9,625$655K0.0%+11.5%0.038%
8/12/2025Financial Advocates Investment Management4,576$311K0.0%-59.3%0.018%
8/12/2025Steward Partners Investment Advisory LLC15,713$1.07M0.0%+560.8%0.062%
8/12/2025CreativeOne Wealth LLC10,985$747K0.0%+78.9%0.043%
8/12/2025Titleist Asset Management LLC78,203$5.32M0.5%+3.6%0.307%
8/12/2025Lodestone Wealth Management LLC21,848$1.49M0.7%-3.4%0.086%
8/12/2025Real Talk Capital LLC7,813$531K0.6%+14.6%0.031%
8/11/2025Perennial Investment Advisors LLC21,947$1.49M0.1%+63.4%0.086%
8/11/2025Anderson Financial Strategies LLC85,608$5.82M3.7%-2.1%0.336%
8/11/2025SFI Advisors LLC27,625$1.88M1.3%+36.7%0.109%
8/11/2025Western Wealth Management LLC13,104$891K0.1%-1.9%0.051%
8/8/2025Kingsview Wealth Management LLC4,747$323K0.0%N/A0.019%
8/8/2025Avantax Advisory Services Inc.69,685$4.74M0.0%+39.6%0.274%
8/8/2025Sculati Wealth Management LLC19,640$1.34M0.5%-59.5%0.077%
8/8/2025Thoroughbred Financial Services LLC42,662$2.90M0.2%+37.1%0.168%
8/8/2025Cetera Investment Advisers1,278,102$86.94M0.1%+8.8%5.020%
8/8/2025Meridian Wealth Management LLC110,849$7.54M0.3%+5.0%0.435%
8/8/2025D Orazio & Associates Inc.3,855$262K0.0%-18.1%0.015%
8/8/2025Wealth Alliance LLC4,564$310K0.0%+7.3%0.018%
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%
8/6/2025RWA Wealth Partners LLC9,630$655K0.0%-41.3%0.038%
8/6/2025Legacy Investment Solutions LLC1,244$85K0.0%N/A0.005%
8/6/2025Mascagni Wealth Management Inc.20,303$1.38M1.2%+13.4%0.080%
8/6/2025Golden State Wealth Management LLC11,131$757K0.1%+15.8%0.044%
8/5/2025GPS Wealth Strategies Group LLC83,672$5.69M0.7%+21.1%0.329%
8/5/2025Simplex Trading LLC3,022$205K0.0%N/A0.012%
8/5/2025Sigma Planning Corp15,255$1.04M0.0%-4.6%0.060%
8/5/2025EPG Wealth Management LLC77,780$5.29M1.6%N/A0.305%
8/5/2025Uniting Wealth Partners LLC56,648$3.85M1.5%+1,657.1%0.222%
8/4/2025NBZ Investment Advisors LLC144,650$9.84M5.6%+3.1%0.568%
8/4/2025IFG Advisory LLC5,231$356K0.0%-83.8%0.021%
8/4/2025ArborFi Advisors LLC33,134$2.25M2.0%N/A0.130%
8/4/2025Atria Investments Inc51,651$3.51M0.0%+20.9%0.203%
8/4/2025Assetmark Inc.1,882$128K0.0%+1,315.0%0.007%
8/4/2025Arkadios Wealth Advisors86,042$5.85M0.2%+774.8%0.338%
8/1/2025James Investment Research Inc.11,139$758K0.1%+8.4%0.045%
8/1/2025Providence First Trust Co19,288$1.31M0.5%+35.7%0.077%
8/1/2025Anson Capital Inc.17,049$1.16M0.9%-9.3%0.068%
8/1/2025Y Intercept Hong Kong Ltd5,878$400K0.0%N/A0.024%
8/1/2025Brookwood Investment Group LLC7,835$533K0.1%N/A0.031%
8/1/2025Envestnet Asset Management Inc.1,580,283$107.49M0.0%+4.1%6.347%
7/30/2025Whittier Trust Co.900$61K0.0%N/A0.004%
7/29/2025Systelligence LLC139,471$9.49M1.8%+4.7%0.560%
7/29/2025Signature Estate & Investment Advisors LLC4,262$290K0.0%+29.5%0.017%
7/29/2025Stratos Wealth Partners LTD.6,126$417K0.0%+14.5%0.025%
7/29/2025Private Trust Co. NA1,292$88K0.0%-46.3%0.005%
7/29/2025Harbor Asset Planning Inc.590$40K0.0%N/A0.002%
7/28/2025Mutual Advisors LLC4,290$294K0.0%+12.4%0.017%
7/28/2025Harbour Investments Inc.7,284$495K0.0%-89.9%0.029%
7/28/2025RFG Advisory LLC22,537$1.53M0.0%-24.5%0.091%
7/28/2025Axxcess Wealth Management LLC11,800$803K0.0%N/A0.047%
7/25/2025Atria Wealth Solutions Inc.4,279$297K0.0%-48.7%0.017%
7/25/2025Envestnet Portfolio Solutions Inc.130,604$8.88M0.0%+6.6%0.525%
7/25/2025Sequoia Financial Advisors LLC88,846$6.04M0.0%-8.8%0.349%
7/25/2025MGO One Seven LLC11,715$797K0.0%+27.1%0.047%
7/25/2025Prostatis Group LLC54,376$3.70M1.1%+6.1%0.218%
7/25/2025CWM LLC354,148$24.09M0.1%+2.2%1.422%
7/25/2025Concurrent Investment Advisors LLC3,721$253K0.0%N/A0.015%
7/25/2025Johnson Investment Counsel Inc.21,381$1.45M0.0%-6.0%0.086%
7/25/2025Apollon Financial LLC20,534$1.40M0.3%+14.4%0.082%
(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 11,392,407 shares in the last 24 months. This purchase volume represents approximately $751.22M in transactions.

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

Of the 77 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 969,101 shares in the last 24 months. This volume of shares sold represents approximately $63.39M in transactions.


Related Companies

This page (NYSEARCA:XSMO) was last updated on 10/9/2025 by MarketBeat.com Staff
From Our Partners
Magnificent 7 being replaced by the “Hidden 7”?
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel
Forget AI, This Will Be the Next Big Tech Breakthrough
After picking Nvidia in 2016, before it jumped 27,000%... Jeff Brown is back with what he believes will be ...
Brownstone Research | Sponsoredtc pixel