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

Invesco S&P SmallCap Momentum ETF logo
$89.59 +0.84 (+0.95%)
As of 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)
206
Total
Institutional Inflows
(last 12 months)
$411.07M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$98.21M
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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
8/13/2026 Capital Square LLC3,719$332K0.1%N/A0.011%
8/12/2026 Compass Financial Management LLC41,188$3.80M0.5%N/A0.118%
7/10/2026 Accel Wealth Management22,454$2.10M0.5%+7.2%0.066%
7/10/2026 Redhawk Wealth Advisors Inc.77,443$7.25M0.7%+11.0%0.228%
7/9/2026 Focus Financial Network Inc.220,755$20.67M0.6%-0.6%0.649%
7/9/2026 Breakwater Capital Group13,031$1.22M0.1%-3.7%0.038%
7/8/2026 Cooper Financial Group78,204$7.32M0.6%-21.3%0.230%
7/7/2026 Dynamic Advisor Solutions LLC21,559$2.02M0.1%+1.7%0.063%
7/6/2026 Trilogy Capital Inc.6,001$562K0.0%-41.8%0.018%
7/2/2026 Kozak & Associates Inc.10,457$961K0.2%-6.5%0.031%
7/1/2026 Noble Wealth Management PBC42,652$3.99M1.8%+7.9%0.136%
6/30/2026VectorGlobal IAG Inc.65,393$4.97M1.3%N/A0.209%
6/3/2026 NewEdge Advisors LLC22,544$1.71M0.0%-72.8%0.072%
6/1/2026Concorde Asset Management LLC19,226$1.46M0.7%N/A0.061%
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%
5/19/2026Bank of America Corp DE474,699$36.09M0.0%+17.0%1.515%
5/18/2026Royal 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%
5/15/2026Waverly Advisors LLC25,136$1.91M0.0%+76.8%0.080%
5/15/2026 Wealth Alliance LLC3,678$280K0.0%+8.8%0.012%
5/14/2026Modern 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%
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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%
4/30/2026Quantum 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%
4/27/2026World 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%
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%
4/23/2026Marmo 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%
3/13/2026World Investment Advisors5,510$397K0.0%+59.6%0.019%
3/4/2026Rehmann Capital Advisory Group6,389$460K0.0%+70.4%0.022%
3/2/2026Sankala Group LLC2,659$212K0.2%N/A0.009%
2/24/2026Anderson 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%
2/18/2026Beacon 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%
2/18/2026Prostatis Group LLC76,472$5.51M1.3%+15.0%0.263%
2/18/2026 Maia Wealth LLC10,316$815K0.1%-54.1%0.035%
2/18/2026IHT Wealth Management LLC12,783$920K0.0%+37.0%0.044%
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2/17/2026AQR Capital Management LLC5,557$400K0.0%-2.8%0.019%
2/17/2026 Cetera Investment Advisers810,567$58.37M0.1%+37.6%2.784%
2/17/2026Equitable Holdings Inc.17,999$1.30M0.0%-66.8%0.062%
2/17/2026Osaic 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%


XSMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 302 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 286 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), Mainstay Capital Management LLC ADV ($701.15K), Thrivent Financial for Lutherans ($632.22K), LPL Financial LLC ($591.39K), Bank of America Corp DE ($533.64K), and Gratus Wealth Advisors LLC ($520.25K).

Institutional investors have bought a total of 5,640,946 shares in the last 24 months. This purchase volume represents approximately $411.07M in transactions.

Of the 86 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), NewEdge Advisors LLC ($67.85K), GPS Wealth Strategies Group LLC ($62.65K), and Commonwealth Equity Services LLC ($53.02K).

Institutional investors have sold a total of 1,346,799 shares in the last 24 months. This volume of shares sold represents approximately $98.21M in transactions.


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Institutional ownership data for NYSEARCA:XSMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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