Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q2 2026 (June 30)324holders +27
44new positions
18sold out
2famous investors
$93.58avg. 13F price*
At the end of Q2 2026, 324 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 27 from Q1 2026. 44 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($238.1M), Osaic Holdings, Inc. ($193.4M) and Envestnet Asset Management Inc. ($167.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco S&P Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $69.2M |
| Exits | 18 | $2.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,986,051 shares bought and 703,388 shares sold, net +3,282,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| LPL Financial LLC | 0.05% | Add +12.5% | 2,543,390 | $238.1M |
| Osaic Holdings, Inc. | 0.23% | Add +9.8% | 2,064,849 | $193.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.0% | 1,785,627 | $167.2M |
| Raymond James Financial Inc. | 0.04% | Add +51.1% | 1,695,098 | $158.7M |
| Morgan Stanley | 0.01% | Add +24.9% | 1,132,140 | $106.0M |
| Wells Fargo & Company | 0.02% | Add +10.5% | 928,275 | $86.9M |
| Cetera Investment Advisers | 0.08% | Add +6.7% | 927,946 | $86.9M |
| Bank of America Corp. | 0.01% | Add +74.0% | 826,186 | $77.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +18.8% | 723,942 | $67.8M |
| Apollon Wealth Management, LLC | 0.63% | Add +42.4% | 554,308 | $51.9M |
| Gratus Wealth Advisors, LLC | 6.29% | Add +1.4% | 527,440 | $49.4M |
| Jones Financial Companies LLLP | 0.02% | Add +35.0% | 525,103 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +36.3% | 369,666 | $34.6M |
| Private Advisor Group, LLC | 0.14% | Add +247.8% | 333,599 | $31.2M |
| HighTower Advisors, LLC | 0.03% | Add +12.1% | 312,119 | $29.2M |
| River Wealth Advisors LLC | 3.03% | Reduce -1.6% | 309,168 | $28.9M |
| Janney Montgomery Scott LLC | 0.05% | New | 265,499 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +2.9% | 263,205 | $24.6M |
| Focus Financial Network, Inc. | 0.64% | Reduce -0.6% | 220,755 | $20.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -12.6% | 213,161 | $20.0M |
| Modern Wealth Management, LLC | 0.24% | Reduce -3.0% | 210,637 | $19.7M |
| Armbruster Capital Management, Inc. | 2.77% | Reduce -2.1% | 198,166 | $18.6M |
| Markowski Investments | 4.03% | — | 195,594 | $18.3M |
| Clark Wealth Partners | 9.49% | Reduce -4.4% | 179,445 | $16.8M |
| NBZ Investment Advisors LLC | 6.55% | Reduce -2.9% | 178,992 | $16.8M |
| Sound Income Strategies, LLC | 0.74% | Add +15.0% | 175,245 | $16.4M |
| Seros Financial, LLC | 8.52% | Add +39.4% | 174,671 | $16.4M |
| MML Investors Services, LLC | 0.03% | Add +53.7% | 162,027 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.8% | 161,854 | $15.2M |
| Financial Partners Group, Inc | 1.44% | Add +1.2% | 151,054 | $14.1M |
| Meridian Wealth Management, LLC | 0.41% | Reduce -3.2% | 142,592 | $13.4M |
| Insigneo Advisory Services, LLC | 0.48% | New | 135,692 | $12.7M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +15.6% | 130,561 | $12.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +1.2% | 122,014 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -6.5% | 120,337 | $11.3M |
| Savvy Advisors, Inc. | 0.24% | New | 120,231 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Add +38.2% | 111,950 | $10.5M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 111,491 | $10.4M |
| Integrated Capital Management, LLC | 3.75% | Add +0.6% | 111,269 | $10.4M |
| VestGen Advisors, LLC | 0.31% | Reduce -1.4% | 110,840 | $10.4M |
| USAdvisors Wealth Management, LLC | 2.97% | Add +2.3% | 110,675 | $10.4M |
| Family Investment Center, Inc. | 1.72% | Add +6.0% | 110,454 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.8% | 115,945 | $10.3M |
| Kingsview Wealth Management, LLC | 0.12% | Add +3.3% | 105,608 | $9.9M |
| Provident Wealth Management, LLC | 2.42% | Reduce -1.6% | 100,205 | $9.4M |
| Truist Financial Corp. | 0.01% | Add +3.6% | 99,037 | $9.3M |
| Arkadios Wealth Advisors | 0.14% | Add +1.0% | 95,481 | $8.9M |
| Snowden Capital Advisors LLC | 0.21% | Add +0.3% | 92,868 | $8.7M |
| EPG Wealth Management LLC | 2.02% | Add +1.3% | 90,058 | $8.4M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.3% | 84,404 | $7.9M |
| Prostatis Group LLC | 1.74% | Add +3.7% | 79,618 | $7.5M |
| Cooper Financial Group | 0.61% | Reduce -21.4% | 78,204 | $7.3M |
| Redhawk Wealth Advisors, Inc. | 0.71% | Add +11.0% | 77,443 | $7.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +11.1% | 74,319 | $7.0M |
| Anderson Financial Strategies, LLC | 3.50% | Reduce -6.5% | 77,279 | $6.7M |
| Fifth Third Securities, Inc. | 0.38% | Reduce -8.5% | 71,208 | $6.7M |
| Kinetic Wealth Investment Advisors LLC | 3.10% | — | 70,247 | $6.6M |
| Mfa Wealth Advisors, LLC | 1.11% | Add +0.8% | 69,658 | $6.5M |
| Thoroughbred Financial Services, LLC | 0.30% | Add +18.4% | 66,006 | $6.2M |
| Fiduciary Alliance LLC | 0.40% | Add +2.7% | 63,961 | $6.0M |
| Theory Financial LLC | 1.88% | Add +2.5% | 63,567 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +50.3% | 62,457 | $5.8M |
| Seaview Investment Managers LLC | 1.71% | Add +2.6% | 61,072 | $5.7M |
| Atria Investments, Inc | 0.06% | Reduce -5.4% | 59,425 | $5.6M |
| Citigroup Inc. | 0.00% | Add +1.6% | 57,221 | $5.4M |
| Nvest Financial, LLC | 1.64% | Add +2.5% | 55,243 | $5.2M |
| Retirement Planning Group, LLC | 0.12% | New | 51,051 | $4.8M |
| ArborFi Advisors, LLC | 3.42% | Add +34.4% | 50,403 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -4.0% | 48,500 | $4.5M |
| Titleist Asset Management, LLC | 0.30% | Add +2.8% | 47,309 | $4.4M |
| RFG Advisory, LLC | 0.07% | Reduce -62.3% | 46,421 | $4.3M |
| Financial Freedom, LLC | 1.96% | Reduce -0.4% | 45,532 | $4.3M |
| Oxford Wealth Group, LLC | 1.80% | Add +9.0% | 43,016 | $4.0M |
| Noble Wealth Management PBC | 1.82% | Add +7.9% | 42,652 | $4.0M |
| Capstone Wealth Management Group, LLC | 1.38% | Add +1217.0% | 41,603 | $3.9M |
| Compass Financial Management LLC | 0.46% | — | 41,188 | $3.8M |
| Belpointe Asset Management LLC | 0.12% | Add +304.9% | 40,436 | $3.8M |
| JBR Co Financial Management Inc | 1.36% | Add +32.1% | 39,904 | $3.7M |
| AE Wealth Management LLC | 0.02% | Add +9.7% | 36,585 | $3.4M |
| Fortis Capital Advisors, LLC | 0.37% | Add +254.5% | 35,405 | $3.3M |
| Brown Miller Wealth Management, LLC | 0.83% | Add +5.2% | 35,367 | $3.3M |
| Paragon Private Wealth Management, LLC | 0.84% | Add +4.4% | 34,553 | $3.2M |
| Apollon Financial, LLC | 0.38% | Add +9.9% | 34,428 | $3.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.2% | 34,144 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +79.2% | 34,111 | $3.2M |
| Perspective Wealth Advisors LLC | 1.74% | Add +16.3% | 33,843 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +31.6% | 33,069 | $3.1M |
| PFG Advisors | 0.16% | Add +9.1% | 32,901 | $3.1M |
| Mascagni Wealth Management, Inc. | 1.87% | Reduce -2.7% | 32,096 | $3.0M |
| Capital Investment Counsel, LLC | 0.36% | Reduce -1.6% | 31,278 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Add +38.0% | 31,122 | $2.9M |
| New Insight Wealth Advisors | 0.84% | Add +8.6% | 30,300 | $2.8M |
| Perennial Investment Advisors, LLC | 0.19% | Add +2.1% | 29,830 | $2.8M |
| Tolleson Wealth Management, Inc. | 0.37% | No change | 29,468 | $2.8M |
| Virginia Estate & Retirement Planning Advisors Inc. | 3.29% | New | 12,839 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +11.5% | 28,043 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Add +88.1% | 27,978 | $2.6M |
| Greenline Wealth Management LLC | 2.09% | Add +21.2% | 27,218 | $2.5M |
| Concorde Asset Management, LLC | 1.47% | Add +41.3% | 27,167 | $2.5M |
| Sowell Financial Services LLC | 0.08% | Add +42.2% | 26,233 | $2.5M |
"% of holder's portfolio" is XSMO's weight in each manager's 13F, not the share of Invesco S&P Smallcap Momentu the manager owns.