Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q4 2024 (December 31)203holders +30
32new positions
17sold out
3famous investors
$66.20avg. 13F price*
At the end of Q4 2024, 203 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 30 from Q3 2024. 32 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($118.6M), Envestnet Asset Management Inc. ($88.6M) and Osaic Holdings, Inc. ($83.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $43.9M |
| Exits | 17 | $57.7M |
All 13F filers, Q3 2024 → Q4 2024: 4,164,893 shares bought and 1,006,766 shares sold, net +3,158,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| LPL Financial LLC | 0.05% | Add +41.3% | 1,794,668 | $118.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +9.0% | 1,340,492 | $88.6M |
| Osaic Holdings, Inc. | 0.19% | Add +4.1% | 1,246,049 | $83.5M |
| Cetera Investment Advisers | 0.14% | Add +959.1% | 1,032,219 | $68.2M |
| Morgan Stanley | 0.00% | Add +89.6% | 827,073 | $54.7M |
| Wells Fargo & Company | 0.01% | Add +59.3% | 636,714 | $42.1M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +1.3% | 487,300 | $32.2M |
| Raymond James Financial Inc. | 0.01% | — | 463,735 | $30.7M |
| Bank of America Corp. | 0.00% | Add +252.3% | 396,771 | $26.2M |
| Apollon Wealth Management, LLC | 0.42% | Add +7.9% | 276,895 | $18.3M |
| Marmo Financial Group, LLC | 9.36% | Reduce -2.4% | 262,311 | $17.3M |
| Thrivent Financial for Lutherans | 0.03% | Add +56.3% | 252,457 | $16.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +13.3% | 237,115 | $15.7M |
| Stifel Financial Corp. | 0.01% | Reduce -1.0% | 205,568 | $13.6M |
| Focus Financial Network, Inc. | 0.54% | Reduce -0.6% | 203,782 | $13.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +93.9% | 179,580 | $11.9M |
| Armbruster Capital Management, Inc. | 2.34% | Add +0.2% | 173,993 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +20.4% | 150,914 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.3% | 143,087 | $9.5M |
| Citigroup Inc. | 0.01% | Add +6.6% | 141,811 | $9.4M |
| Cwm, LLC | 0.04% | Add +61.7% | 134,500 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +485.2% | 128,346 | $8.5M |
| Systelligence, LLC | 2.02% | Add +11.5% | 123,801 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.2% | 118,081 | $7.8M |
| NBZ Investment Advisors LLC | 4.12% | — | 111,229 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Add +13.5% | 110,040 | $7.3M |
| Harbour Investments, Inc. | 0.21% | Add +628.3% | 108,121 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +10.1% | 107,977 | $7.1M |
| Meridian Wealth Management, LLC | 0.33% | Reduce -3.0% | 106,237 | $7.0M |
| Cooper Financial Group | 0.83% | Add +11.9% | 104,103 | $6.9M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +15.7% | 103,569 | $6.8M |
| Provident Wealth Management, LLC | 2.11% | Add +8.0% | 95,688 | $6.3M |
| Sequoia Financial Advisors, LLC | 0.06% | New | 92,709 | $6.1M |
| Uniting Wealth Partners, LLC | 2.92% | — | 91,382 | $6.0M |
| Anderson Financial Strategies, LLC | 3.03% | — | 75,947 | $5.0M |
| Guerra Advisors Inc | 2.73% | — | 74,548 | $4.9M |
| Titleist Asset Management, LLC | 0.56% | Add +16.7% | 74,129 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +51.4% | 71,036 | $4.7M |
| Snowden Capital Advisors LLC | 0.15% | Add +4.5% | 70,644 | $4.7M |
| Adapt Wealth Advisors, LLC | 2.30% | New | 70,523 | $4.7M |
| USAdvisors Wealth Management, LLC | 1.51% | Add +253.3% | 70,486 | $4.7M |
| Smith, Moore & Co. | 0.40% | Reduce -2.8% | 66,898 | $4.4M |
| Visionary Wealth Advisors | 0.25% | New | 64,679 | $4.3M |
| Smart Money Group LLC | 1.42% | New | 62,033 | $4.1M |
| GPS Wealth Strategies Group, LLC | 0.52% | Add +52.9% | 61,536 | $4.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.6% | 59,548 | $3.9M |
| Kingsview Wealth Management, LLC | 0.08% | New | 58,532 | $3.9M |
| Beacon Capital Management, Inc. | 0.17% | Reduce -1.3% | 57,896 | $3.8M |
| RFG Advisory, LLC | 0.10% | Reduce -2.1% | 54,307 | $3.6M |
| MML Investors Services, LLC | 0.01% | Reduce -12.7% | 51,151 | $3.4M |
| Banco Santander, S.A. | 0.04% | Add +121.9% | 50,082 | $3.3M |
| Theory Financial LLC | 1.36% | Reduce -1.8% | 49,181 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +57.4% | 48,999 | $3.2M |
| Sculati Wealth Management, LLC | 1.25% | Add +0.6% | 47,671 | $3.2M |
| Noble Wealth Management PBC | 1.88% | — | 40,918 | $2.7M |
| Mariner, LLC | 0.00% | New | 40,878 | $2.7M |
| Independent Advisor Alliance | 0.04% | New | 40,776 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1.6% | 40,484 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +230.6% | 40,426 | $2.7M |
| One Capital Management, LLC | 0.09% | Add +20.6% | 39,323 | $2.6M |
| Prostatis Group LLC | 0.71% | New | 37,104 | $2.5M |
| Cobblestone Asset Management LLC | 1.54% | New | 35,627 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +20.6% | 34,083 | $2.3M |
| Marshall Investment Management, LLC | 1.31% | — | 33,609 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +20.5% | 30,951 | $2.2M |
| Fiduciary Alliance LLC | 0.21% | New | 31,945 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +3285.3% | 30,468 | $2.0M |
| Tolleson Wealth Management, Inc. | 0.40% | No change | 29,468 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Add +26.6% | 28,914 | $1.9M |
| PFG Advisors | 0.11% | Add +8.2% | 26,949 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +7.8% | 24,701 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 22,741 | $1.5M |
| IFG Advisory, LLC | 0.08% | Add +0.6% | 22,165 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +8.5% | 22,158 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +126.6% | 22,137 | $1.5M |
| Nova Wealth Management, Inc. | 1.26% | — | 21,958 | $1.5M |
| Fortis Capital Advisors, LLC | 0.49% | Reduce -42.8% | 21,609 | $1.4M |
| Belpointe Asset Management LLC | 0.09% | Reduce -42.8% | 21,609 | $1.4M |
| Lodestone Wealth Management LLC | 0.71% | Add +1.2% | 21,527 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.46% | Reduce -3.5% | 21,423 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -0.4% | 21,393 | $1.4M |
| Accel Wealth Management | 0.50% | Add +20.5% | 19,793 | $1.3M |
| Capstone Wealth Management Group, LLC | 0.69% | New | 19,605 | $1.3M |
| New Insight Wealth Advisors | 0.62% | Add +334.9% | 18,711 | $1.2M |
| JBR Co Financial Management Inc | 0.75% | Add +108.7% | 18,656 | $1.2M |
| Comerica Bank | 0.00% | Add +11.9% | 18,200 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +8.5% | 17,850 | $1.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | New | 17,650 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.16% | — | 18,588 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | New | 17,533 | $1.2M |
| FLP Wealth Management, LLC | 2.92% | — | 17,306 | $1.1M |
| Kozak & Associates, Inc. | 0.26% | Reduce -57.3% | 16,715 | $1.1M |
| Apollon Financial, LLC | 0.28% | Add +16.2% | 16,917 | $1.1M |
| Lowery Thomas, LLC | 0.70% | Reduce -3.3% | 16,249 | $1.1M |
| Vantage Financial Partners, LLC | 0.27% | Add +27.2% | 16,177 | $1.1M |
| Anson Capital, Inc. | 0.93% | Reduce -3.3% | 16,163 | $1.1M |
| Betterment LLC | 0.00% | Add +9.9% | 15,966 | $1.1M |
| Fifth Third Securities, Inc. | 0.09% | Add +226.5% | 15,615 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.5% | 15,556 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Add +706.3% | 15,199 | $1.0M |
"% 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.