Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q1 2024 (March 31)88holders
1famous investor
$60.10avg. 13F price*
At the end of Q1 2024, 88 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings. The largest holders were LPL Financial LLC ($54.5M), Steward Partners Investment Advisory, LLC ($24.6M) and Wells Fargo & Company ($17.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.4M |
| Exits | 7 | $2.8M |
Ownership 88 holders
| LPL Financial LLC | 0.03% | Add +28.4% | 903,110 | $54.5M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +339490.8% | 407,509 | $24.6M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 293,301 | $17.7M |
| Focus Financial Network, Inc. | 0.55% | — | 200,045 | $11.2M |
| Morgan Stanley | 0.00% | Reduce -11.4% | 186,031 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.5% | 171,222 | $10.3M |
| Armbruster Capital Management, Inc. | 2.16% | Reduce -0.8% | 168,664 | $10.2M |
| Systelligence, LLC | 2.13% | Reduce -0.3% | 135,336 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +22.3% | 117,760 | $7.1M |
| Marmo Financial Group, LLC | 4.22% | Add +0.4% | 115,077 | $6.9M |
| Citigroup Inc. | 0.01% | Add +1082.2% | 94,116 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.4% | 84,687 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.3% | 83,067 | $5.0M |
| Provident Wealth Management, LLC | 1.66% | New | 73,447 | $4.4M |
| Theory Financial LLC | 2.07% | Reduce -4.9% | 67,402 | $4.1M |
| Smith, Moore & Co. | 0.43% | Reduce -5.4% | 66,992 | $4.0M |
| Raymond James & Associates | 0.00% | Add +11.5% | 64,648 | $3.9M |
| Titleist Asset Management, LLC | 0.63% | Add +29.6% | 59,932 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +40.8% | 58,859 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.3% | 55,930 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +13.5% | 52,780 | $3.2M |
| Bank of America Corp. | 0.00% | Add +15.9% | 52,386 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -2.2% | 42,853 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Add +26.3% | 31,210 | $1.9M |
| Sculati Wealth Management, LLC | 0.79% | Reduce -1.1% | 30,274 | $1.8M |
| Tolleson Wealth Management, Inc. | 0.35% | No change | 29,468 | $1.8M |
| Lodestone Wealth Management LLC | 0.73% | Add +0.1% | 22,931 | $1.4M |
| Cwm, LLC | 0.01% | Add +45.2% | 21,866 | $1.3M |
| Institute for Wealth Management, LLC. | 0.17% | No change | 21,391 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +169.2% | 19,022 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +216.2% | 17,758 | $1.1M |
| USAdvisors Wealth Management, LLC | 0.40% | New | 17,675 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | New | 16,477 | $994K |
| Ausdal Financial Partners, Inc. | 0.11% | Add +67.6% | 16,313 | $984K |
| Anson Capital, Inc. | 1.35% | Add +1.6% | 15,568 | $939K |
| Accel Wealth Management | 0.38% | New | 14,855 | $896K |
| Merriman Wealth Management, LLC | 0.04% | Reduce -4.0% | 14,706 | $887K |
| Lowery Thomas, LLC | 0.67% | Add +10.3% | 14,555 | $878K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.8% | 13,679 | $825K |
| American Trust | 0.07% | Add +0.5% | 13,662 | $824K |
| Western Wealth Management, LLC | 0.06% | Add +1.3% | 12,513 | $755K |
| Comerica Bank | 0.00% | No change | 12,000 | $724K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.5% | 11,543 | $696K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 11,309 | $682K |
| Johnson Investment Counsel Inc. | 0.01% | New | 11,190 | $675K |
| Aspire Wealth Management Corp | 0.39% | Add +77.6% | 10,577 | $638K |
| Principal Securities, Inc. | 0.02% | Reduce -3.2% | 10,341 | $624K |
| ERn Financial, LLC | 0.11% | Add +0.9% | 10,042 | $606K |
| Solutions 4 Wealth, Ltd | 1.65% | Add +0.0% | 9,711 | $586K |
| Comprehensive Wealth Management, LLC | 0.42% | Reduce -4.8% | 8,968 | $541K |
| Citadel Advisors | 0.00% | Reduce -11.9% | 8,676 | $523K |
| Avantax Advisory Services, Inc. | 0.00% | Add +135.5% | 8,513 | $514K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -1.6% | 8,264 | $498K |
| Nemes Rush Group LLC | 0.07% | No change | 7,819 | $472K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.5% | 7,713 | $465K |
| Equitable Holdings, Inc. | 0.00% | New | 7,045 | $425K |
| Stephens Inc. | 0.01% | Add +2.9% | 7,019 | $423K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 6,427 | $388K |
| Royal Bank of Canada | 0.00% | Reduce -61.2% | 5,870 | $354K |
| CoreCap Advisors, LLC | 0.02% | Add +1.5% | 5,363 | $323K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.2% | 4,783 | $288K |
| Betterment LLC | 0.00% | New | 4,778 | $288K |
| Fifth Third Securities, Inc. | 0.02% | New | 4,222 | $255K |
| Valley National Advisers Inc. | 0.04% | Add +109.5% | 4,029 | $243K |
| Silverlake Wealth Management LLC | 0.12% | No change | 4,000 | $241K |
| HighTower Advisors, LLC | 0.00% | New | 3,934 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.0% | 3,564 | $215K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.2% | 1,731 | $104K |
| JPMorgan Chase & Co. | 0.00% | New | 1,400 | $84K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.1% | 954 | $58K |
| Private Trust Co. NA | 0.01% | Add +48.8% | 951 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 950 | $57K |
| National Bank of Canada | 0.00% | Reduce -9.0% | 787 | $48K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 600 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Add +135.3% | 400 | $24K |
| FMR LLC | 0.00% | Add +82.4% | 301 | $18K |
| Archer Investment Corp | 0.01% | New | 274 | $17K |
| New Republic Capital, LLC | 0.01% | Reduce -16.7% | 250 | $15K |
| Continuum Advisory, LLC | 0.00% | New | 181 | $11K |
| Realta Investment Advisors | 0.00% | New | 180 | $11K |
| Nordwand Advisors, LLC | 0.00% | No change | 135 | $8K |
| Abound Wealth Management | 0.00% | No change | 96 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 77 | $5K |
| Wagner Wealth Management, LLC | 0.00% | New | 60 | $4K |
| Spire Wealth Management | 0.00% | No change | 55 | $3K |
| Bank of Montreal | 0.00% | New | 20 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 20 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 6 | $362 |
"% 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.