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

Invesco S&P SmallCap Momentum ETF logo
$88.33 +1.77 (+2.04%)
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)
227
Total
Institutional Inflows
(last 12 months)
$605.86M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$119.75M
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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
5/5/2026Seros Financial LLC125,274$9.52M6.1%+60.3%0.400%
5/5/2026Theory Financial LLC61,993$4.71M1.7%+29.9%0.198%
5/5/2026Geneos Wealth Management Inc.66,897$5.09M0.1%+2.8%0.213%
5/5/2026Sanctuary 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%
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%
3/17/2026Rockefeller 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%
3/4/2026Rehmann Capital Advisory Group6,389$460K0.0%+70.4%0.022%
3/2/2026 Sankala 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%
2/18/2026EP Wealth Advisors LLC3,468$250K0.0%N/A0.012%
2/18/2026NewEdge Advisors LLC82,844$5.97M0.0%-8.4%0.284%
2/18/2026VestGen Advisors LLC112,601$8.11M0.3%+117.7%0.387%
2/18/2026Prostatis Group LLC76,472$5.51M1.3%+15.0%0.263%
2/18/2026Maia Wealth LLC10,316$815K0.1%-54.1%0.035%
2/18/2026IHT Wealth Management LLC12,783$920K0.0%+37.0%0.044%
2/17/2026AQR Capital Management LLC5,557$400K0.0%-2.8%0.019%
2/17/2026Cetera 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%
2/17/2026Advisory 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%
2/17/2026Russell Investments Group Ltd.3,080$222K0.0%N/A0.011%
2/17/2026&PARTNERS8,090$583K0.0%+19.0%0.028%
2/17/2026Blair William & Co. IL2,551$184K0.0%+229.6%0.009%
2/17/2026 Financial Freedom LLC46,354$3.34M1.7%+6.3%0.159%
2/17/2026Royal 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%
2/16/2026Mariner LLC190,747$13.74M0.0%+273.6%0.655%
2/16/2026 Blue Jean Financial LLC19,650$1.42M1.1%N/A0.067%
2/13/2026 Kestra Advisory Services LLC15,063$1.09M0.0%+5.8%0.052%
2/13/2026CreativeOne 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%
2/13/2026River Wealth Advisors LLC356,629$25.68M2.9%+5.8%1.225%
2/13/2026Stifel Financial Corp255,056$18.37M0.0%+13.4%0.876%
2/13/2026Greenline Wealth Management LLC22,420$1.61M1.7%N/A0.077%
2/13/2026Morgan Stanley942,702$67.88M0.0%+23.7%3.237%
2/13/2026Perspective Wealth Advisors LLC25,404$1.83M1.3%N/A0.087%
2/13/2026Arkadios Wealth Advisors94,542$6.81M0.1%-0.8%0.325%
2/13/2026Integrated Wealth Concepts LLC34,138$2.46M0.0%-11.2%0.117%
2/13/2026OpenArc Corporate Advisory LLC5,343$385K0.0%N/A0.018%
2/13/2026Ausdal Financial Partners Inc.23,482$1.69M0.1%-0.8%0.081%
2/13/2026Alchemi Wealth LLC9,372$675K0.4%N/A0.032%
2/13/2026Wells Fargo & Company MN835,228$60.15M0.0%+5.8%2.868%
2/12/2026HRT Financial LP5,193$373K0.0%+10.6%0.018%
2/12/2026Orion Porfolio Solutions LLC234,273$16.87M0.1%+1,298.5%0.805%
2/12/2026 Index Technologies Group LLC7,464$537K0.6%N/A0.026%
2/12/2026 Quantum Portfolio Management LLC12,283$884K0.4%-38.2%0.042%
2/12/2026 Commonwealth Equity Services LLC157,351$11.33M0.0%-25.2%0.540%
2/12/2026 Titleist Asset Management LLC44,220$3.18M0.3%+3.8%0.152%
2/12/2026Steward Partners Investment Advisory LLC26,827$1.93M0.0%-8.0%0.092%
2/12/2026Bank of Montreal Can868$63K0.0%+1,478.2%0.003%
2/12/2026 Peterson Wealth Services8,268$595K0.2%+501.3%0.028%
2/12/2026Great Valley Advisor Group Inc.108,777$7.83M0.2%-15.5%0.374%


XSMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSMO shares?

During the previous two years, 295 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), Wells Fargo & Company MN ($60.15M), and Cetera Investment Advisers ($58.37M).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 282 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 ($1.46M), LPL Financial LLC ($834.17K), Mainstay Capital Management LLC ADV ($701.15K), Thrivent Financial for Lutherans ($655.73K), Gratus Wealth Advisors LLC ($520.25K), and Bank of America Corp DE ($464.68K).

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

Institutional investors have bought a total of 8,647,237 shares in the last 24 months. This purchase volume represents approximately $605.86M in transactions.

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

Of the 107 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 ($123.31K), Bank of America Corp DE ($104.00K), Harbour Investments Inc. ($100.84K), GPS Wealth Strategies Group LLC ($62.65K), and Raymond James Financial Inc. ($57.51K).

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

Institutional investors have sold a total of 1,699,759 shares in the last 24 months. This volume of shares sold represents approximately $119.75M in transactions.


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