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

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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)
45
Total
Institutional Inflows
(last 12 months)
$59.31M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.40M
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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
5/7/2024Anson Capital Inc.15,568$939K1.4%+1.5%0.222%
5/7/2024Oppenheimer & Co. Inc.3,564$215K0.0%-8.0%0.051%
5/2/2024 USAdvisors Wealth Management LLC17,675$1.06M0.4%N/A0.252%
5/2/2024 Comprehensive Wealth Management LLC8,968$541K0.4%-4.8%0.128%
5/1/2024 Janney Montgomery Scott LLC83,067$5.01M0.0%+10.3%1.183%
4/30/2024 Private Advisor Group LLC52,780$3.18M0.0%+13.5%0.752%
4/29/2024Commonwealth Equity Services LLC84,687$5.11M0.0%+12.4%1.264%
4/29/2024 Aspire Wealth Management Corp10,577$638K0.4%+77.6%0.158%
4/25/2024 Cambridge Investment Research Advisors Inc.117,760$7.10M0.0%+22.3%1.758%
4/23/2024 Raymond James Financial Services Advisors Inc.55,930$3.37M0.0%+1.2%0.835%
4/22/2024 Provident Wealth Management LLC73,447$4.43M1.7%N/A1.096%
4/22/2024 Marmo Financial Group LLC115,077$6.94M4.2%+0.4%1.718%
4/19/2024 Accel Wealth Management14,855$896K0.4%N/A0.222%
4/19/2024 Valley National Advisers Inc.4,029$243K0.0%+109.5%0.060%
4/16/2024 Wealth Enhancement Advisory Services LLC171,222$10.33M0.0%-3.5%2.556%
4/12/2024 Systelligence LLC135,336$8.16M2.1%-0.3%4.101%
4/10/2024 Inscription Capital LLC3,500$208K0.1%N/A0.106%
2/21/2024American Trust13,600$771K0.1%-19.2%0.412%
2/13/2024Anson Capital Inc.15,331$869K1.4%+11.7%0.465%
2/12/2024Sculati Wealth Management LLC30,596$1.73M0.8%+3.6%0.927%
2/9/2024 Cambridge Investment Research Advisors Inc.96,256$5.45M0.0%+284.3%2.917%
2/9/2024Wells Fargo & Company MN278,586$15.78M0.0%+86.0%8.442%
2/9/2024Thoroughbred Financial Services LLC8,397$475K0.0%N/A0.254%
2/8/2024 Janney Montgomery Scott LLC75,293$4.27M0.0%+1,070.8%2.282%
2/7/2024Avantax Advisory Services Inc.3,615$205K0.0%N/A0.110%
2/7/2024Theory Financial LLC70,907$4.02M2.1%N/A2.149%
2/7/2024Principal Securities Inc.10,684$605K0.0%N/A0.324%
2/6/2024 Private Advisor Group LLC46,498$2.63M0.0%+49.9%1.409%
2/6/2024 Merit Financial Group LLC24,704$1.40M0.0%+1.3%0.749%
2/6/2024 Solutions 4 Wealth Ltd9,707$550K1.8%N/A0.294%
2/1/2024Armbruster Capital Management Inc.169,930$9.63M2.2%+1.5%5.149%
2/1/2024 CWM LLC15,057$853K0.0%+96.6%0.456%
1/31/2024 Western Wealth Management LLC12,353$700K0.1%-2.0%0.374%
1/30/2024 Marmo Financial Group LLC114,578$6.50M4.9%-3.5%3.472%
1/25/2024 Valley National Advisers Inc.1,923$108K0.0%N/A0.058%
1/25/2024 Lodestone Wealth Management LLC22,899$1.30M0.8%+0.8%0.694%
1/24/2024 International Assets Investment Management LLC1,133$64K0.0%N/A0.034%
1/22/2024 Silverlake Wealth Management LLC4,000$227K0.1%N/A0.121%
1/22/2024 Glass Jacobson Investment Advisors llc953$54K0.0%N/A0.029%
1/22/2024 Aspire Wealth Management Corp5,957$338K0.2%+4.8%0.181%
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1/19/2024 ERn Financial LLC9,949$549K0.1%+2.5%0.301%
1/16/2024 Raymond James Financial Services Advisors Inc.55,241$3.13M0.0%+43.0%1.674%
1/16/2024 Raymond James & Associates57,964$3.28M0.0%+205.2%1.756%
1/16/2024CoreCap Advisors LLC5,282$299K0.0%-6.2%0.160%
1/12/2024 Comprehensive Wealth Management LLC9,421$534K0.5%-7.0%0.285%
1/11/2024 Ausdal Financial Partners Inc.9,731$551K0.1%N/A0.295%
12/6/2023Citigroup Inc.5,385$261K0.0%+4.3%0.163%
11/30/2023Modera Wealth Management LLC36,143$1.75M0.0%N/A1.095%
11/16/2023American Trust16,824$816K0.1%+1.5%0.510%
11/14/2023 Marmo Financial Group LLC118,677$5.76M5.5%-0.5%3.596%
11/13/2023LPL Financial LLC496,426$24.08M0.0%+3.7%15.043%
11/7/2023 Merit Financial Group LLC24,386$1.18M0.0%-13.4%0.739%
11/7/2023 Masso Torrence Wealth Management Inc.12,647$613K0.5%-10.1%0.383%
11/3/2023 Private Advisor Group LLC31,027$1.51M0.0%+7.2%0.940%
10/24/2023 Raymond James Financial Services Advisors Inc.38,617$1.87M0.0%-9.9%1.170%
10/24/2023 Raymond James & Associates18,993$921K0.0%+1.9%0.576%
10/24/2023 Cambridge Investment Research Advisors Inc.25,048$1.22M0.0%-24.9%0.759%
10/23/2023Commonwealth Equity Services LLC67,579$3.28M0.0%+4.6%2.048%
10/20/2023 Lodestone Wealth Management LLC22,717$1.10M0.7%-5.3%0.688%
10/18/2023 Private Trust Co. NA636$31K0.0%N/A0.019%
10/17/2023Armbruster Capital Management Inc.167,416$8.12M2.1%+2.8%5.073%
10/11/2023 CWM LLC7,658$371K0.0%+102.2%0.232%
10/10/2023 Systelligence LLC163,987$7.96M2.2%N/A4.969%
8/30/2023 Western Wealth Management LLC12,753$618K0.1%+4.0%0.386%
8/11/2023 Masso Torrence Wealth Management Inc.14,068$682K0.5%+5.8%0.426%
8/10/2023Commonwealth Equity Services LLC64,578$3.13M0.0%+6.6%1.957%
8/10/2023 Private Advisor Group LLC28,950$1.40M0.0%-10.5%0.877%
8/9/2023Flow Traders U.S. LLC8,053$390K0.0%N/A0.244%
8/3/2023 CWM LLC3,787$184K0.0%-16.7%0.115%
8/3/2023Armbruster Capital Management Inc.162,897$7.90M1.9%+2.3%4.936%
8/2/2023Anson Capital Inc.12,530$608K1.1%+123.2%0.380%
8/2/2023Nemes Rush Group LLC7,819$379K0.1%N/A0.237%
8/2/2023 Sigma Planning Corp7,145$346K0.0%N/A0.217%
8/1/2023 Merit Financial Group LLC28,149$1.37M0.0%-86.3%0.709%
7/31/2023LPL Financial LLC478,784$23.21M0.0%-3.5%12.060%
7/31/2023Lowery Thomas LLC13,576$658K0.6%-2.9%0.342%
7/25/2023 Raymond James Financial Services Advisors Inc.42,853$2.08M0.0%+6.3%1.079%
7/25/2023 Raymond James & Associates18,645$904K0.0%-36.5%0.470%
7/25/2023 Lodestone Wealth Management LLC23,993$1.16M0.8%+12.7%0.604%
7/21/2023 Wealth Enhancement Advisory Services LLC117,914$5.72M0.1%-4.1%2.970%
7/21/2023 Marmo Financial Group LLC119,248$5.78M5.2%+13.2%3.004%
7/13/2023 Cambridge Investment Research Advisors Inc.33,367$1.62M0.0%-29.4%0.840%
5/22/2023American Trust16,544$2.95M0.2%N/A0.408%
5/18/2023Titleist Asset Management LLC42,253$1.96M0.4%N/A1.043%
5/11/2023 Cambridge Investment Research Advisors Inc.47,238$2.19M0.0%-16.7%1.166%
5/11/2023 Financial Advocates Investment Management18,178$842K0.1%+52.7%0.449%
5/11/2023Commonwealth Equity Services LLC60,562$2.80M0.0%+31.5%1.495%
5/10/2023Atria Investments Inc40,785$1.89M0.0%N/A1.007%
5/10/2023Oppenheimer & Co. Inc.12,002$556K0.0%N/A0.296%
5/10/2023 Private Advisor Group LLC32,333$1.50M0.0%N/A0.798%
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5/10/2023LPL Financial LLC495,895$22.97M0.0%+3.4%12.244%
5/9/2023Armbruster Capital Management Inc.159,180$7.37M1.9%+1.8%3.930%
5/5/2023Sculati Wealth Management LLC24,645$1.14M0.6%+9.1%0.609%
5/5/2023Lowery Thomas LLC13,976$647K0.7%N/A0.345%
5/4/2023 Aspire Wealth Management Corp5,655$262K0.2%+14.3%0.140%
5/1/2023 CWM LLC4,547$211K0.0%-27.7%0.112%
4/28/2023Avantax Advisory Services Inc.5,682$263K0.0%N/A0.140%
4/28/2023 Janney Montgomery Scott LLC6,431$298K0.0%+12.4%0.159%
4/25/2023 Wealth Enhancement Advisory Services LLC122,985$5.70M0.1%-13.2%3.037%
4/24/2023 Merit Financial Group LLC205,281$9.51M0.3%+9.5%5.069%
(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, 59 institutional investors and hedge funds held shares of Invesco S&P SmallCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($24.08M), Wells Fargo & Company MN ($15.78M), Wealth Enhancement Advisory Services LLC ($10.33M), Armbruster Capital Management Inc. ($9.63M), Systelligence LLC ($8.16M), Cambridge Investment Research Advisors Inc. ($7.10M), and Marmo Financial Group LLC ($6.94M).Learn more on XSMO's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Momentum ETF stock?

Of the 56 institutional investors that purchased Invesco S&P SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($218.04K), Systelligence LLC ($217.04K), Merit Financial Group LLC ($205.60K), Wells Fargo & Company MN ($128.78K), Cambridge Investment Research Advisors Inc. ($110.74K), Janney Montgomery Scott LLC ($77.35K), and Provident Wealth Management LLC ($73.45K).

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

Institutional investors have bought a total of 1,862,383 shares in the last 24 months. This purchase volume represents approximately $94.15M in transactions.

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

Of the 24 institutional investors that sold Invesco S&P SmallCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merit Financial Group LLC ($180.90K), Raymond James Financial Services Advisors Inc. ($77.08K), Cambridge Investment Research Advisors Inc. ($42.53K), Wealth Enhancement Advisory Services LLC ($29.87K), LPL Financial LLC ($17.11K), Raymond James & Associates ($10.72K), and AE Wealth Management LLC ($6.17K).

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

Institutional investors have sold a total of 393,731 shares in the last 24 months. This volume of shares sold represents approximately $19.21M in transactions.


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This page (NYSEARCA:XSMO) was last updated on 5/8/2024 by MarketBeat.com Staff

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