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

Invesco S&P SmallCap Momentum ETF logo
$86.06 0.00 (0.00%)
As of 05/22/2026 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)
227
Total
Institutional Inflows
(last 12 months)
$552.88M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$105.94M
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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
5/19/2026 Mascagni Wealth Management Inc.32,979$2.51M1.8%+5.8%0.105%
5/19/2026 Sonoma Allocations LLC7,232$567K0.2%N/A0.023%
5/19/2026 Paragon Private Wealth Management LLC33,102$2.52M0.8%+0.7%0.106%
5/19/2026 Bank of America Corp DE474,699$36.09M0.0%+17.0%1.515%
5/18/2026 Royal Bank of Canada143,914$10.94M0.0%+33.2%0.459%
5/16/2026 Quantinno Capital Management LP11,412$868K0.0%+83.3%0.036%
5/15/2026 Waverly Advisors LLC25,136$1.91M0.0%+76.8%0.080%
5/15/2026 Wealth Alliance LLC3,678$280K0.0%+8.8%0.012%
5/14/2026 Modern Wealth Management LLC217,165$16.71M0.3%-3.5%0.693%
5/13/2026 Cetera Investment Advisers870,093$66.14M0.1%+7.3%2.776%
5/13/2026 Signature Equity Partners LLC12,348$939K0.5%+8.3%0.039%
5/6/2026 Cornerstone Planning Group LLC9,118$693K0.1%N/A0.029%
5/6/2026 Assetmark Inc.1,529$116K0.0%+13.3%0.005%
5/6/2026 Independent Financial Group LLC7,738$588K0.0%N/A0.025%
5/5/2026 Seros Financial LLC125,274$9.52M6.1%+60.3%0.400%
5/5/2026 Theory Financial LLC61,993$4.71M1.7%+29.9%0.198%
5/5/2026 Geneos Wealth Management Inc.66,897$5.09M0.1%+2.8%0.213%
5/5/2026 Sanctuary Advisors LLC84,643$6.44M0.0%-8.4%0.270%
5/5/2026 Sigma Planning Corp19,342$1.47M0.0%+6.3%0.062%
5/4/2026 NBZ Investment Advisors LLC184,296$14.01M6.1%+5.6%0.588%
5/4/2026 Chicago Partners Investment Group LLC25,192$1.92M0.0%+57.4%0.080%
5/4/2026 Gratus Wealth Advisors LLC520,253$39.55M5.7%+6.0%1.660%
5/1/2026 Fifth Third Bancorp14,292$1.09M0.0%N/A0.046%
5/1/2026 Sovran Advisors LLC12,961$985K0.1%+4.4%0.041%
5/1/2026 Sequoia Financial Advisors LLC128,764$9.79M0.1%-11.7%0.412%
4/30/2026 Peterson Wealth Services9,651$734K0.2%+16.7%0.031%
4/30/2026 Financial Freedom LLC45,726$3.48M1.7%-1.4%0.146%
4/30/2026 Kestra Advisory Services LLC19,039$1.45M0.0%+26.4%0.061%
4/30/2026 Your Advocates Ltd. LLP420$32K0.0%N/A0.001%
4/30/2026 Quantum Portfolio Management LLC11,541$877K0.0%-6.0%0.037%
4/29/2026 Capstone Wealth Management Group LLC3,159$240K0.1%N/A0.010%
4/29/2026 ArborFi Advisors LLC37,502$2.85M2.3%+9.8%0.120%
4/29/2026 Northwest Wealth Advisors LLC3,986$303K0.2%N/A0.013%
4/28/2026 Nvest Financial LLC53,916$4.10M1.5%N/A0.173%
4/28/2026 Astoria Portfolio Advisors LLC.4,541$345K0.1%N/A0.015%
4/27/2026 World Investment Advisors4,939$375K0.0%-10.4%0.016%
4/27/2026 USAdvisors Wealth Management LLC108,147$7.95M2.6%+3.1%0.350%
4/27/2026 Private Advisor Group LLC95,927$7.29M0.0%-4.9%0.310%
4/27/2026 Sound Income Strategies LLC152,422$11.73M0.6%+19.4%0.493%
4/24/2026 James Investment Research Inc.6,449$490K0.1%-55.3%0.021%
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4/24/2026 Family Investment Center Inc.104,162$7.92M1.5%N/A0.338%
4/23/2026 Members Wealth LLC17,040$1.30M0.7%+20.3%0.055%
4/23/2026 Capital Investment Counsel LLC31,803$2.42M0.3%+2.0%0.103%
4/23/2026 Marmo Financial Group LLC52,782$4.01M2.0%-5.1%0.171%
4/23/2026 Brown Miller Wealth Management LLC33,625$2.56M0.7%+8.3%0.109%
4/23/2026 Intrua Financial LLC4,991$379K0.0%+26.2%0.016%
4/23/2026 Apollon Financial LLC31,336$2.38M0.3%+17.8%0.102%
4/23/2026 Apollon Wealth Management LLC389,278$29.59M0.5%+1.1%1.264%
4/22/2026 Trilogy Capital Inc.10,317$784K0.0%+23.4%0.034%
4/21/2026 Armbruster Capital Management Inc.202,501$15.39M2.5%+1.4%0.665%
4/21/2026 Unique Wealth LLC11,992$912K0.1%+5.7%0.039%
4/21/2026 ADG Wealth Management Group LLC3,118$237K0.2%+11.8%0.010%
4/21/2026 GHP Investment Advisors Inc.383$29K0.0%N/A0.001%
4/21/2026 Silver Oak Securities Incorporated5,979$455K0.0%+16.8%0.020%
4/21/2026 Fiduciary Alliance LLC62,286$5.15M0.3%-3.7%0.204%
4/20/2026 Breakwater Capital Group13,538$1.03M0.1%-1.1%0.044%
4/20/2026 RFG Advisory LLC123,107$9.36M0.2%+32.1%0.404%
4/18/2026 Integrated Capital Management LLC110,662$8.41M3.5%+4.6%0.363%
4/17/2026 Provident Wealth Management LLC101,804$7.74M2.3%-1.3%0.334%
4/17/2026 Total Clarity Wealth Management Inc.8,745$665K0.2%N/A0.029%
4/17/2026 Signal Advisors Wealth LLC3,472$264K0.0%-9.2%0.011%
4/17/2026 Stonebridge Financial Group LLC MO12,148$923K0.8%+1.5%0.040%
4/16/2026 Founders Financial Securities LLC14,009$1.15M0.1%N/A0.046%
3/17/2026 Rockefeller Capital Management L.P.22,422$1.62M0.0%+45,659.2%0.077%
3/13/2026 World Investment Advisors5,510$397K0.0%+59.6%0.019%
3/4/2026 Rehmann Capital Advisory Group6,389$460K0.0%+70.4%0.022%
3/2/2026 Sankala Group LLC2,659$212K0.2%N/A0.009%
2/24/2026 Anderson Financial Strategies LLC85,454$6.15M3.6%+3.1%0.293%
2/19/2026 Axxcess Wealth Management LLC10,520$758K0.0%+7.7%0.036%
2/18/2026 Beacon Pointe Advisors LLC34,824$2.51M0.0%+22.1%0.120%
2/18/2026 EP Wealth Advisors LLC3,468$250K0.0%N/A0.012%
2/18/2026 NewEdge Advisors LLC82,844$5.97M0.0%-8.4%0.284%
2/18/2026 VestGen Advisors LLC112,601$8.11M0.3%+117.7%0.387%
2/18/2026 Prostatis Group LLC76,472$5.51M1.3%+15.0%0.263%
2/18/2026 Maia Wealth LLC10,316$815K0.1%-54.1%0.035%
2/18/2026 IHT Wealth Management LLC12,783$920K0.0%+37.0%0.044%
2/17/2026 AQR Capital Management LLC5,557$400K0.0%-2.8%0.019%
2/17/2026 Cetera Investment Advisers810,567$58.37M0.1%+37.6%2.784%
2/17/2026 Equitable Holdings Inc.17,999$1.30M0.0%-66.8%0.062%
2/17/2026 Osaic Holdings Inc.1,730,681$124.64M0.2%+2.0%5.943%
2/17/2026 Advisory Services Network LLC5,820$419K0.0%-3.6%0.020%
2/17/2026 Private Advisor Group LLC100,855$7.26M0.0%+28.0%0.346%
2/17/2026 Russell Investments Group Ltd.3,080$222K0.0%N/A0.011%
2/17/2026 &PARTNERS8,090$583K0.0%+19.0%0.028%
2/17/2026 Blair William & Co. IL2,551$184K0.0%+229.6%0.009%
2/17/2026 Financial Freedom LLC46,354$3.34M1.7%+6.3%0.159%
2/17/2026 Royal Bank of Canada108,015$7.78M0.0%-51.4%0.371%
2/16/2026 MML Investors Services LLC151,187$10.89M0.0%+10.7%0.519%
2/16/2026 Mariner LLC190,747$13.74M0.0%+273.6%0.655%
2/16/2026 Blue Jean Financial LLC19,650$1.42M1.1%N/A0.067%
This stock has 30 days of quiet left (Ad)

A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When the SpaceX and xAI S-1 filing hits the SEC in June, analysts will comb through supplier disclosures and this company's name is expected to surface. Dylan Jovine has identified the ticker and laid out the full investment thesis. The stock is still quiet - but that window may be closing fast.tc pixel

See the overlooked supplier before the SpaceX S-1 changes everything
2/13/2026 Kestra Advisory Services LLC15,063$1.09M0.0%+5.8%0.052%
2/13/2026 CreativeOne Wealth LLC11,324$815K0.0%+3.1%0.039%
2/13/2026 Johnson Investment Counsel Inc.22,162$1.60M0.0%+3.7%0.076%
2/13/2026 River Wealth Advisors LLC356,629$25.68M2.9%+5.8%1.225%
2/13/2026 Stifel Financial Corp255,056$18.37M0.0%+13.4%0.876%
2/13/2026 Greenline Wealth Management LLC22,420$1.61M1.7%N/A0.077%
2/13/2026 Morgan Stanley942,702$67.88M0.0%+23.7%3.237%
2/13/2026 Perspective Wealth Advisors LLC25,404$1.83M1.3%N/A0.087%
2/13/2026 Arkadios Wealth Advisors94,542$6.81M0.1%-0.8%0.325%
2/13/2026 Integrated Wealth Concepts LLC34,138$2.46M0.0%-11.2%0.117%


XSMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 301 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($156.37M), Osaic Holdings Inc. ($124.64M), Envestnet Asset Management Inc. ($119.00M), Raymond James Financial Inc. ($97.66M), Morgan Stanley ($67.88M), Cetera Investment Advisers ($66.14M), and Wells Fargo & Company MN ($60.15M).Learn more on Invesco S&P SmallCap Momentum ETF's institutional investors.

Of the 288 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. ($1.85M), Cetera Investment Advisers ($1.52M), LPL Financial LLC ($834.17K), Mainstay Capital Management LLC ADV ($701.15K), Thrivent Financial for Lutherans ($655.73K), Bank of America Corp DE ($533.64K), and Gratus Wealth Advisors LLC ($520.25K).

Institutional investors have bought a total of 7,758,945 shares in the last 24 months. This purchase volume represents approximately $552.88M in transactions.

Of the 98 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: Northwestern Mutual Wealth Management Co. ($283.44K), Marmo Financial Group LLC ($228.89K), Royal Bank of Canada ($114.42K), Bank of America Corp DE ($104.00K), Harbour Investments Inc. ($64.66K), GPS Wealth Strategies Group LLC ($62.65K), and Commonwealth Equity Services LLC ($53.02K).

Institutional investors have sold a total of 1,478,112 shares in the last 24 months. This volume of shares sold represents approximately $105.94M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 5/26/2026 by MarketBeat.com Staff.
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