Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q3 2025 (September 30)251holders +21
36new positions
13sold out
2famous investors
$73.52avg. 13F price*
At the end of Q3 2025, 251 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 21 from Q2 2025. 36 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($154.8M), Osaic Holdings, Inc. ($124.4M) and Envestnet Asset Management Inc. ($119.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P Smallcap Momentu
- CUSIP
- 46137V498
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $33.8M |
| Exits | 13 | $17.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,527,567 shares bought and 1,607,177 shares sold, net +920,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| LPL Financial LLC | 0.05% | Add +12.8% | 2,104,573 | $154.8M |
| Osaic Holdings, Inc. | 0.17% | Reduce -3.0% | 1,697,446 | $124.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.4% | 1,617,479 | $119.0M |
| Raymond James Financial Inc. | 0.03% | Add +28.4% | 1,327,495 | $97.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.7% | 789,701 | $58.1M |
| Morgan Stanley | 0.00% | Add +45.5% | 762,012 | $56.1M |
| Cetera Investment Advisers | 0.05% | Reduce -53.9% | 589,000 | $43.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +14.9% | 507,360 | $37.3M |
| Gratus Wealth Advisors, LLC | 5.04% | Add +2.0% | 486,777 | $35.8M |
| Bank of America Corp. | 0.00% | Add +68.6% | 443,833 | $32.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -4.4% | 442,129 | $32.2M |
| Apollon Wealth Management, LLC | 0.50% | Add +1.9% | 378,716 | $27.9M |
| Cwm, LLC | 0.08% | Reduce -3.5% | 341,559 | $25.1M |
| River Wealth Advisors LLC | 2.90% | Add +4.0% | 336,990 | $24.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +20.8% | 265,122 | $19.5M |
| Jones Financial Companies LLLP | 0.01% | Add +59.0% | 243,663 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 224,829 | $16.5M |
| Royal Bank of Canada | 0.00% | Add +111.8% | 222,434 | $16.4M |
| Clark Wealth Partners | 9.69% | Reduce -12.7% | 220,810 | $15.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +7.6% | 212,207 | $15.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +31.6% | 210,370 | $15.5M |
| Focus Financial Network, Inc. | 0.55% | Add +2.1% | 209,106 | $15.4M |
| Armbruster Capital Management, Inc. | 2.46% | Add +3.3% | 196,330 | $14.4M |
| NBZ Investment Advisors LLC | 6.24% | Add +12.0% | 162,052 | $11.9M |
| MML Investors Services, LLC | 0.03% | Reduce -4.5% | 136,635 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.8% | 135,541 | $10.0M |
| Meridian Wealth Management, LLC | 0.37% | Add +16.8% | 129,466 | $9.5M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +7.4% | 128,794 | $9.5M |
| Integrated Capital Management, LLC | 3.33% | New | 102,094 | $7.6M |
| Provident Wealth Management, LLC | 2.24% | Add +0.5% | 100,854 | $7.4M |
| Cooper Financial Group | 0.82% | Reduce -2.4% | 100,208 | $7.4M |
| USAdvisors Wealth Management, LLC | 2.47% | Add +8.9% | 97,487 | $7.2M |
| Arkadios Wealth Advisors | 0.17% | Add +10.8% | 95,291 | $7.0M |
| Truist Financial Corp. | 0.01% | Add +13.8% | 90,545 | $6.7M |
| NewEdge Advisors, LLC | 0.03% | Add +5.1% | 90,396 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +22.7% | 88,589 | $6.5M |
| EPG Wealth Management LLC | 1.78% | Add +12.8% | 87,751 | $6.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -1.7% | 87,371 | $6.4M |
| Snowden Capital Advisors LLC | 0.17% | Add +2.4% | 86,248 | $6.3M |
| Anderson Financial Strategies, LLC | 3.61% | Reduce -3.2% | 82,890 | $6.1M |
| GPS Wealth Strategies Group, LLC | 0.64% | Reduce -1.1% | 82,726 | $6.1M |
| RFG Advisory, LLC | 0.12% | Add +251.3% | 79,164 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -18.9% | 78,807 | $5.8M |
| Seros Financial, LLC | 3.36% | Add +7.8% | 75,508 | $5.6M |
| Kingsview Wealth Management, LLC | 0.08% | Add +1473.4% | 74,689 | $5.5M |
| Sound Income Strategies, LLC | 0.30% | Add +78.4% | 74,768 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +41.3% | 72,996 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | New | 70,015 | $5.2M |
| Prostatis Group LLC | 1.23% | Add +22.3% | 66,525 | $4.9M |
| Mfa Wealth Advisors, LLC | 1.02% | Add +1.3% | 63,580 | $4.7M |
| Sterling Financial Group, Inc. | 1.45% | Add +1515.3% | 62,384 | $4.6M |
| Geneos Wealth Management Inc. | 0.12% | Reduce -10.4% | 62,227 | $4.6M |
| Fiduciary Alliance LLC | 0.31% | Reduce -21.0% | 62,037 | $4.6M |
| Marmo Financial Group, LLC | 2.10% | Reduce -79.1% | 58,993 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +650.2% | 56,739 | $4.2M |
| Systelligence, LLC | 0.78% | Reduce -60.1% | 55,663 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Add +11.9% | 54,134 | $4.0M |
| Citigroup Inc. | 0.00% | Add +3.3% | 52,862 | $3.9M |
| VestGen Advisors, LLC | 0.13% | Add +44.2% | 51,715 | $3.8M |
| Mariner, LLC | 0.00% | Add +12.0% | 51,052 | $3.8M |
| Theory Financial LLC | 1.32% | Add +14.5% | 51,125 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1.8% | 47,924 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +7.3% | 45,780 | $3.4M |
| Financial Freedom, LLC | 1.60% | Add +70.8% | 43,599 | $3.2M |
| Titleist Asset Management, LLC | 0.28% | Reduce -45.5% | 42,594 | $3.1M |
| Noble Wealth Management PBC | 1.54% | — | 39,404 | $2.9M |
| JBR Co Financial Management Inc | 1.22% | Add +30.8% | 39,312 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Add +159.9% | 38,439 | $2.8M |
| Optima Capital LLC | 1.28% | Add +4.4% | 35,879 | $2.6M |
| Nova Wealth Management, Inc. | 1.82% | Add +8.7% | 35,135 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.30% | Add +6.7% | 34,943 | $2.6M |
| ArborFi Advisors, LLC | 2.06% | Add +3.7% | 34,365 | $2.5M |
| Paragon Private Wealth Management, LLC | 0.81% | Add +8.9% | 33,429 | $2.5M |
| New Millennium Group LLC | 1.10% | New | 32,836 | $2.4M |
| Tolleson Wealth Management, Inc. | 0.34% | No change | 29,468 | $2.2M |
| PFG Advisors | 0.09% | Reduce -0.7% | 29,232 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +85.5% | 29,154 | $2.1M |
| Marshall Investment Management, LLC | 1.11% | New | 28,625 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | New | 28,516 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.60% | Add +38.8% | 28,177 | $2.1M |
| New Insight Wealth Advisors | 0.77% | Add +0.4% | 27,935 | $2.1M |
| Integrity Alliance, Llc. | 0.10% | New | 27,654 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.9% | 27,215 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +12.5% | 26,848 | $2.0M |
| SFI Advisors, LLC | 1.25% | Reduce -3.5% | 26,655 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.3% | 26,207 | $1.9M |
| Brown Miller Wealth Management, LLC | 0.53% | New | 25,230 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +1.2% | 24,787 | $1.8M |
| Perennial Investment Advisors, LLC | 0.15% | Add +12.3% | 24,640 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +10.6% | 23,673 | $1.7M |
| Lodestone Wealth Management LLC | 0.74% | Add +2.2% | 22,325 | $1.6M |
| Maia Wealth LLC | 0.27% | Add +47.9% | 22,497 | $1.6M |
| Apollon Financial, LLC | 0.27% | Add +7.2% | 22,016 | $1.6M |
| Providence First Trust Co | 0.55% | Add +11.4% | 21,482 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 21,381 | $1.6M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -1.7% | 21,086 | $1.6M |
| Accel Wealth Management | 0.44% | Reduce -16.7% | 20,691 | $1.5M |
| Vantage Financial Partners, LLC | 0.32% | Reduce -4.4% | 20,352 | $1.5M |
| Comprehensive Wealth Management, LLC | 1.06% | Add +27.4% | 20,237 | $1.5M |
| Quantum Portfolio Management LLC | 0.43% | Add +173.8% | 19,873 | $1.5M |
"% 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.