Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q1 2025 (March 31)210holders +7
36new positions
24sold out
2famous investors
$62.74avg. 13F price*
At the end of Q1 2025, 210 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 7 from Q4 2024. 36 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($111.3M), Osaic Holdings, Inc. ($101.3M) and Envestnet Asset Management Inc. ($95.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $60.2M |
| Exits | 24 | $46.5M |
All 13F filers, Q4 2024 → Q1 2025: 2,895,696 shares bought and 2,207,679 shares sold, net +688,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| LPL Financial LLC | 0.04% | Reduce -1.2% | 1,773,263 | $111.3M |
| Osaic Holdings, Inc. | 0.23% | Add +29.6% | 1,614,633 | $101.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +13.2% | 1,517,383 | $95.2M |
| Cetera Investment Advisers | 0.14% | Add +13.8% | 1,175,080 | $73.7M |
| Wells Fargo & Company | 0.01% | Reduce -10.9% | 567,560 | $35.6M |
| Morgan Stanley | 0.00% | Reduce -39.9% | 497,214 | $31.2M |
| Gratus Wealth Advisors, LLC | 4.90% | New | 475,382 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.4% | 406,230 | $25.5M |
| Apollon Wealth Management, LLC | 0.53% | Add +38.0% | 382,228 | $24.0M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 367,296 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +102.2% | 363,127 | $22.8M |
| Cwm, LLC | 0.09% | Add +157.7% | 346,667 | $21.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +26.1% | 299,125 | $18.8M |
| Marmo Financial Group, LLC | 9.52% | Add +5.8% | 277,389 | $17.4M |
| Focus Financial Network, Inc. | 0.52% | Reduce -1.3% | 201,233 | $12.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +66.3% | 196,372 | $12.3M |
| Stifel Financial Corp. | 0.01% | Reduce -4.7% | 195,917 | $12.3M |
| Armbruster Capital Management, Inc. | 2.30% | Add +5.4% | 183,401 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 143,122 | $9.0M |
| NBZ Investment Advisors LLC | 5.09% | Add +26.1% | 140,234 | $8.8M |
| Systelligence, LLC | 2.01% | Add +7.6% | 133,238 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +18.3% | 122,547 | $7.7M |
| MML Investors Services, LLC | 0.03% | Add +136.6% | 121,014 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 119,454 | $7.5M |
| Cooper Financial Group | 0.89% | Add +4.0% | 108,250 | $6.8M |
| Meridian Wealth Management, LLC | 0.32% | Reduce -0.6% | 105,574 | $6.6M |
| Provident Wealth Management, LLC | 2.17% | Add +4.9% | 100,413 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +41.7% | 100,675 | $6.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +5.1% | 97,427 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -12.5% | 96,308 | $6.0M |
| NewEdge Advisors, LLC | 0.04% | Add +91.7% | 93,922 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -15.4% | 91,355 | $5.7M |
| Anderson Financial Strategies, LLC | 3.35% | Add +15.1% | 87,413 | $5.5M |
| USAdvisors Wealth Management, LLC | 1.81% | Add +17.3% | 82,665 | $5.2M |
| Snowden Capital Advisors LLC | 0.16% | Add +15.1% | 81,293 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -44.0% | 80,194 | $5.0M |
| Archvest Wealth Advisors, Inc. | 4.00% | New | 77,091 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | New | 76,725 | $4.8M |
| Adapt Wealth Advisors, LLC | 2.33% | Add +7.7% | 75,982 | $4.8M |
| Titleist Asset Management, LLC | 0.55% | Add +1.8% | 75,464 | $4.7M |
| Harbour Investments, Inc. | 0.13% | Reduce -33.5% | 71,944 | $4.5M |
| GPS Wealth Strategies Group, LLC | 0.59% | Add +12.3% | 69,116 | $4.3M |
| Smith, Moore & Co. | 0.39% | Reduce -0.9% | 66,261 | $4.2M |
| Fiduciary Alliance LLC | 0.40% | Add +105.0% | 65,482 | $4.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +9.2% | 65,051 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -57.5% | 60,289 | $3.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +92.5% | 59,582 | $3.7M |
| Citadel Advisors | 0.00% | New | 54,730 | $3.4M |
| Prostatis Group LLC | 1.01% | Add +38.1% | 51,236 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +23.5% | 49,908 | $3.1M |
| Theory Financial LLC | 1.31% | Add +0.7% | 49,499 | $3.1M |
| Noble Wealth Management PBC | 2.09% | Add +19.0% | 48,697 | $3.1M |
| Sculati Wealth Management, LLC | 1.23% | Add +1.6% | 48,442 | $3.0M |
| Capstone Wealth Management Group, LLC | 1.67% | Add +138.0% | 46,666 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +11.3% | 45,059 | $2.8M |
| Mariner, LLC | 0.00% | Add +9.3% | 44,697 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +26.6% | 43,155 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +139.3% | 42,724 | $2.7M |
| Cobblestone Asset Management LLC | 1.50% | Add +15.0% | 40,987 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +33.5% | 40,680 | $2.6M |
| CW Advisors, LLC | 0.03% | New | 37,069 | $2.3M |
| IFG Advisory, LLC | 0.11% | Add +46.0% | 32,370 | $2.0M |
| Marshall Investment Management, LLC | 1.22% | Reduce -6.9% | 31,289 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +26.0% | 31,123 | $2.0M |
| VestGen Advisors, LLC | 0.09% | — | 30,834 | $1.9M |
| Nova Wealth Management, Inc. | 1.62% | Add +36.6% | 29,990 | $1.9M |
| RFG Advisory, LLC | 0.05% | Reduce -45.0% | 29,847 | $1.9M |
| Tolleson Wealth Management, Inc. | 0.36% | No change | 29,468 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +62.3% | 28,458 | $1.8M |
| New Insight Wealth Advisors | 0.80% | Add +49.8% | 28,030 | $1.8M |
| PFG Advisors | 0.10% | Add +1.4% | 27,332 | $1.7M |
| Merit Financial Group, LLC | 0.03% | Reduce -8.0% | 26,592 | $1.7M |
| JBR Co Financial Management Inc | 0.95% | Add +38.3% | 25,797 | $1.6M |
| Accel Wealth Management | 0.54% | Add +21.3% | 24,000 | $1.5M |
| Principal Securities, Inc. | 0.03% | No change | 22,137 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 22,741 | $1.4M |
| Lodestone Wealth Management LLC | 0.75% | Add +5.0% | 22,611 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.46% | No change | 21,423 | $1.4M |
| Institute for Wealth Management, LLC. | 0.17% | No change | 21,393 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.5% | 21,392 | $1.3M |
| SFI Advisors, LLC | 0.94% | New | 20,210 | $1.3M |
| Vantage Financial Partners, LLC | 0.31% | Add +21.3% | 19,629 | $1.2M |
| Integrity Alliance, Llc. | 0.05% | New | 19,479 | $1.2M |
| Anson Capital, Inc. | 1.01% | Add +16.3% | 18,802 | $1.2M |
| Mascagni Wealth Management, Inc. | 1.16% | No change | 18,588 | $1.2M |
| Apollon Financial, LLC | 0.27% | Add +6.1% | 17,948 | $1.1M |
| Betterment LLC | 0.00% | Add +9.8% | 17,535 | $1.1M |
| FLP Wealth Management, LLC | 3.47% | Add +0.7% | 17,422 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.49% | New | 16,983 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | New | 16,408 | $1.0M |
| Lowery Thomas, LLC | 0.69% | Reduce -0.4% | 16,180 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +96.6% | 16,112 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +16.0% | 15,985 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +13.8% | 15,918 | $999K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +13.8% | 15,918 | $999K |
| Mfa Wealth Advisors, LLC | 0.24% | New | 15,570 | $977K |
| Fifth Third Securities, Inc. | 0.08% | Reduce -1.9% | 15,325 | $962K |
| Tower Research Capital LLC (TRC) | 0.03% | New | 14,412 | $904K |
| Sound Income Strategies, LLC | 0.05% | New | 14,391 | $903K |
| Kozak & Associates, Inc. | 0.22% | Reduce -9.4% | 15,149 | $898K |
"% 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.