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

Invesco S&P SmallCap Momentum ETF logo
$79.58 -1.45 (-1.79%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$79.56 -0.02 (-0.03%)
As of 10/14/2026 07:30 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 Massive. Learn more.
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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)
208
Total
Institutional Inflows
(last 12 months)
$418.26M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$95.70M
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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
10/15/2026Mather Group LLC.973$79K0.0%N/A0.003%
10/14/2026Lodestone Wealth Management LLC23,655$1.93M0.7%+5.1%0.067%
10/14/2026Focus Financial Network Inc.222,313$18.14M0.5%+0.7%0.633%
10/14/2026Signal Advisors Wealth LLC13,517$1.10M0.0%+157.0%0.038%
10/13/2026Accel Wealth Management26,018$2.12M0.5%+15.9%0.074%
10/9/2026Sound Income Strategies LLC191,886$15.60M0.4%+9.5%0.546%
10/9/2026Breakwater Capital Group13,589$1.11M0.1%+4.3%0.039%
10/8/2026Farther Finance Advisors LLC5,510$449K0.0%+89.7%0.016%
10/8/2026Titleist Asset Management LLC48,420$3.95M0.3%+2.3%0.138%
10/7/2026Cooper Financial Group80,381$6.56M0.5%+2.8%0.229%
10/7/2026MFA Wealth Advisors LLC70,355$5.74M0.7%+1.0%0.200%
10/2/2026 Polaris Financial Partners3,348$276K0.1%N/A0.010%
10/1/2026 Noble Wealth Management PBC44,255$3.61M1.6%+3.8%0.126%
9/23/2026QRG Capital Management Inc.3,168$297K0.0%N/A0.009%
9/23/2026Envestnet Portfolio Solutions Inc.122,014$11.42M0.0%+1.2%0.346%
9/23/2026Envestnet Asset Management Inc.1,785,627$167.19M0.0%+4.0%5.057%
9/9/2026Sequoia Financial Advisors LLC120,337$11.27M0.1%-6.5%0.344%
9/9/2026Capital Analysts LLC8,170$765K0.0%+8.7%0.023%
9/9/2026Concorde Asset Management LLC27,167$2.54M1.5%+41.3%0.078%
9/9/2026Integrated Wealth Concepts LLC34,144$3.20M0.0%+1.2%0.098%
9/9/2026RFG Advisory LLC46,421$4.35M0.1%-62.3%0.133%
9/9/2026NewEdge Advisors LLC31,122$2.91M0.0%+38.1%0.089%
9/9/2026IFP Advisors Inc12,535$1.17M0.0%+16.1%0.036%
9/9/2026Baird Financial Group Inc.2,778$260K0.0%-27.8%0.008%
9/8/2026Waverly Advisors LLC33,069$3.10M0.0%+31.6%0.095%
9/2/2026Kinetic Wealth Investment Advisors LLC70,247$6.58M3.1%N/A0.201%
8/24/2026Carlson Financial Inc.4,650$436K0.2%-3.4%0.013%
8/23/2026Ameritas Advisory Services LLC20,359$1.91M0.0%+358.4%0.058%
8/23/2026Anson Capital Inc.15,925$1.49M1.0%-3.8%0.046%
8/23/2026Nvest Financial LLC55,243$5.17M1.6%+2.5%0.158%
8/23/2026Unique Wealth LLC11,153$1.04M0.1%-7.0%0.032%
8/22/2026Compass Financial Management LLC41,188$3.80M0.4%N/A0.118%
8/22/2026Markowski Investments195,594$18.31M4.0%N/A0.560%
8/21/2026Lowery Thomas LLC17,299$1.62M0.8%+5.1%0.049%
8/21/2026Paragon Private Wealth Management LLC34,553$3.24M0.8%+4.4%0.099%
8/20/2026Rehmann Capital Advisory Group10,705$1M0.0%+21.3%0.031%
8/13/2026Capital Square LLC3,719$332K0.1%N/A0.011%
8/12/2026Compass Financial Management LLC41,188$3.80M0.5%N/A0.118%
7/10/2026Accel Wealth Management22,454$2.10M0.5%+7.2%0.066%
7/10/2026Redhawk Wealth Advisors Inc.77,443$7.25M0.7%+11.0%0.228%
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7/9/2026Focus Financial Network Inc.220,755$20.67M0.6%-0.6%0.649%
7/9/2026Breakwater Capital Group13,031$1.22M0.1%-3.7%0.038%
7/8/2026Cooper Financial Group78,204$7.32M0.6%-21.3%0.230%
7/7/2026Dynamic Advisor Solutions LLC21,559$2.02M0.1%+1.7%0.063%
7/6/2026Trilogy Capital Inc.6,001$562K0.0%-41.8%0.018%
7/2/2026Kozak & 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%
6/3/2026NewEdge Advisors LLC22,544$1.71M0.0%-72.8%0.072%
6/1/2026Concorde Asset Management LLC19,226$1.46M0.7%N/A0.061%
5/19/2026Mascagni Wealth Management Inc.32,979$2.51M1.8%+5.8%0.105%
5/19/2026Sonoma Allocations LLC7,232$567K0.2%N/A0.023%
5/19/2026Paragon 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%
5/16/2026Quantinno Capital Management LP11,412$868K0.0%+83.3%0.036%
5/15/2026Waverly Advisors LLC25,136$1.91M0.0%+76.8%0.080%
5/15/2026Wealth Alliance LLC3,678$280K0.0%+8.8%0.012%
5/14/2026Modern Wealth Management LLC217,165$16.71M0.3%-3.5%0.693%
5/13/2026Cetera Investment Advisers870,093$66.14M0.1%+7.3%2.776%
5/13/2026Signature Equity Partners LLC12,348$939K0.5%+8.3%0.039%
5/6/2026Cornerstone Planning Group LLC9,118$693K0.1%N/A0.029%
5/6/2026Assetmark Inc.1,529$116K0.0%+13.3%0.005%
5/6/2026Independent Financial Group LLC7,738$588K0.0%N/A0.025%
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%
5/5/2026Sigma Planning Corp19,342$1.47M0.0%+6.3%0.062%
5/4/2026NBZ Investment Advisors LLC184,296$14.01M6.1%+5.6%0.588%
5/4/2026Chicago Partners Investment Group LLC25,192$1.92M0.0%+57.4%0.080%
5/4/2026Gratus Wealth Advisors LLC520,253$39.55M5.7%+6.0%1.660%
5/1/2026Fifth Third Bancorp14,292$1.09M0.0%N/A0.046%
5/1/2026Sovran Advisors LLC12,961$985K0.1%+4.4%0.041%
5/1/2026Sequoia Financial Advisors LLC128,764$9.79M0.1%-11.7%0.412%
4/30/2026Peterson Wealth Services9,651$734K0.2%+16.7%0.031%
4/30/2026Financial Freedom LLC45,726$3.48M1.7%-1.4%0.146%
4/30/2026Kestra Advisory Services LLC19,039$1.45M0.0%+26.4%0.061%
4/30/2026Your Advocates Ltd. LLP420$32K0.0%N/A0.001%
4/30/2026Quantum Portfolio Management LLC11,541$877K0.0%-6.0%0.037%
4/29/2026Capstone Wealth Management Group LLC3,159$240K0.1%N/A0.010%
4/29/2026ArborFi Advisors LLC37,502$2.85M2.3%+9.8%0.120%
4/29/2026Northwest Wealth Advisors LLC3,986$303K0.2%N/A0.013%
4/28/2026Nvest Financial LLC53,916$4.10M1.5%N/A0.173%
4/28/2026Astoria Portfolio Advisors LLC.4,541$345K0.1%N/A0.015%
4/27/2026World Investment Advisors4,939$375K0.0%-10.4%0.016%
4/27/2026USAdvisors Wealth Management LLC108,147$7.95M2.6%+3.1%0.350%
4/27/2026Private Advisor Group LLC95,927$7.29M0.0%-4.9%0.310%
4/27/2026Sound Income Strategies LLC152,422$11.73M0.6%+19.4%0.493%
4/24/2026James Investment Research Inc.6,449$490K0.1%-55.3%0.021%
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4/24/2026Family Investment Center Inc.104,162$7.92M1.5%N/A0.338%
4/23/2026Members Wealth LLC17,040$1.30M0.7%+20.3%0.055%
4/23/2026Capital 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%
4/23/2026Brown Miller Wealth Management LLC33,625$2.56M0.7%+8.3%0.109%
4/23/2026Intrua Financial LLC4,991$379K0.0%+26.2%0.016%
4/23/2026Apollon Financial LLC31,336$2.38M0.3%+17.8%0.102%
4/23/2026Apollon Wealth Management LLC389,278$29.59M0.5%+1.1%1.264%
4/22/2026Trilogy Capital Inc.10,317$784K0.0%+23.4%0.034%
4/21/2026Armbruster Capital Management Inc.202,501$15.39M2.5%+1.4%0.665%


XSMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 306 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($167.19M), LPL Financial LLC ($156.37M), Osaic Holdings Inc. ($124.64M), 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 289 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), 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 5,581,950 shares in the last 24 months. This purchase volume represents approximately $418.26M in transactions.

Of the 83 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), RFG Advisory LLC ($76.69K), 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 1,279,967 shares in the last 24 months. This volume of shares sold represents approximately $95.70M in transactions.


Related Companies

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 10/15/2026. New 13F filings are added each quarter as they're published.
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