Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q4 2025 (December 31)280holders +29
30new positions
17sold out
3famous investors
$72.13avg. 13F price*
At the end of Q4 2025, 280 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 29 from Q3 2025. 30 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($156.4M), Osaic Holdings, Inc. ($124.6M) and Envestnet Asset Management Inc. ($117.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $43.5M |
| Exits | 17 | $7.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,780,189 shares bought and 709,070 shares sold, net +2,071,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| LPL Financial LLC | 0.04% | Add +3.2% | 2,171,515 | $156.4M |
| Osaic Holdings, Inc. | 0.18% | Add +2.0% | 1,730,681 | $124.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.8% | 1,630,790 | $117.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.2% | 1,231,768 | $88.7M |
| Morgan Stanley | 0.00% | Add +23.7% | 942,702 | $67.9M |
| Wells Fargo & Company | 0.01% | Add +5.8% | 835,228 | $60.1M |
| Cetera Investment Advisers | 0.06% | Add +37.6% | 810,567 | $58.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +14.6% | 581,644 | $41.9M |
| Gratus Wealth Advisors, LLC | 4.90% | Add +0.8% | 490,887 | $35.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.5% | 435,326 | $32.3M |
| Cwm, LLC | 0.08% | Add +21.1% | 413,528 | $29.8M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 405,738 | $29.2M |
| Apollon Wealth Management, LLC | 0.48% | Add +1.6% | 384,931 | $27.7M |
| River Wealth Advisors LLC | 2.88% | Add +5.8% | 356,629 | $25.7M |
| Jones Financial Companies LLLP | 0.01% | Add +20.8% | 294,252 | $21.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.4% | 261,483 | $18.8M |
| BNP Paribas Financial Markets | 0.01% | Add +272.8% | 261,000 | $18.8M |
| Stifel Financial Corp. | 0.02% | Add +13.4% | 255,056 | $18.4M |
| Thrivent Financial for Lutherans | 0.03% | New | 236,344 | $17.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1298.5% | 234,273 | $16.9M |
| Modern Wealth Management, LLC | 0.30% | New | 224,997 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +293.3% | 223,166 | $16.1M |
| Clark Wealth Partners | 9.69% | No change | 220,810 | $15.9M |
| Focus Financial Network, Inc. | 0.53% | Add +0.6% | 210,258 | $15.1M |
| Armbruster Capital Management, Inc. | 2.41% | Add +1.7% | 199,652 | $14.4M |
| Mariner, LLC | 0.02% | Add +273.6% | 190,747 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.9% | 184,890 | $13.3M |
| NBZ Investment Advisors LLC | 5.49% | Add +7.7% | 174,528 | $12.6M |
| Meridian Wealth Management, LLC | 0.42% | Add +26.8% | 164,108 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -25.2% | 157,351 | $11.3M |
| MML Investors Services, LLC | 0.03% | Add +10.7% | 151,187 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +66.9% | 145,854 | $10.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +3.8% | 140,636 | $10.1M |
| Sound Income Strategies, LLC | 0.47% | Add +70.8% | 127,665 | $9.9M |
| VestGen Advisors, LLC | 0.35% | Add +117.7% | 112,601 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -15.5% | 108,777 | $7.8M |
| Royal Bank of Canada | 0.00% | Reduce -51.4% | 108,015 | $7.8M |
| Kingsview Wealth Management, LLC | 0.11% | Add +42.8% | 106,667 | $7.7M |
| Integrated Capital Management, LLC | 3.28% | Add +3.7% | 105,845 | $7.6M |
| USAdvisors Wealth Management, LLC | 2.49% | Add +7.6% | 104,860 | $7.6M |
| Provident Wealth Management, LLC | 2.20% | Add +2.3% | 103,143 | $7.4M |
| Private Advisor Group, LLC | 0.03% | Add +28.0% | 100,855 | $7.3M |
| Cooper Financial Group | 0.76% | Reduce -1.3% | 98,944 | $7.1M |
| Arkadios Wealth Advisors | 0.14% | Reduce -0.8% | 94,542 | $6.8M |
| RFG Advisory, LLC | 0.13% | Add +17.8% | 93,217 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.3% | 92,374 | $6.7M |
| Snowden Capital Advisors LLC | 0.17% | Add +5.5% | 90,950 | $6.5M |
| Truist Financial Corp. | 0.01% | Add +0.4% | 90,900 | $6.5M |
| EPG Wealth Management LLC | 1.72% | Add +1.0% | 88,661 | $6.4M |
| Anderson Financial Strategies, LLC | 3.57% | Add +3.1% | 85,454 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -8.3% | 82,844 | $6.0M |
| Seros Financial, LLC | 3.30% | Add +3.5% | 78,173 | $5.6M |
| Prostatis Group LLC | 1.31% | Add +14.9% | 76,472 | $5.5M |
| Atria Investments, Inc | 0.06% | Add +3.3% | 75,409 | $5.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +4.6% | 65,099 | $4.7M |
| Mfa Wealth Advisors, LLC | 0.99% | Add +2.4% | 65,072 | $4.7M |
| Fiduciary Alliance LLC | 0.30% | Add +4.2% | 64,662 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Add +79.6% | 62,759 | $4.5M |
| Seaview Investment Managers LLC | 1.59% | Add +270.3% | 58,567 | $4.2M |
| Marmo Financial Group, LLC | 1.89% | Reduce -5.8% | 55,597 | $4.0M |
| Citigroup Inc. | 0.00% | Add +4.8% | 55,428 | $4.0M |
| Theory Financial LLC | 1.24% | Reduce -6.7% | 47,708 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +9.8% | 50,242 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.8% | 48,318 | $3.5M |
| Financial Freedom, LLC | 1.66% | Add +6.3% | 46,354 | $3.3M |
| Oxford Wealth Group, LLC | 1.57% | — | 44,857 | $3.2M |
| Titleist Asset Management, LLC | 0.26% | Add +3.8% | 44,220 | $3.2M |
| Nova Wealth Management, Inc. | 2.12% | Add +22.1% | 42,885 | $3.1M |
| Noble Wealth Management PBC | 1.35% | Reduce -5.4% | 37,259 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +22.1% | 34,824 | $2.5M |
| ArborFi Advisors, LLC | 2.00% | Reduce -0.6% | 34,146 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -11.2% | 34,138 | $2.5M |
| Paragon Private Wealth Management, LLC | 0.73% | Reduce -1.6% | 32,879 | $2.4M |
| New Millennium Group LLC | 1.00% | Reduce -2.1% | 32,135 | $2.3M |
| Mascagni Wealth Management, Inc. | 1.67% | Add +10.7% | 31,183 | $2.2M |
| Capital Investment Counsel, LLC | 0.31% | New | 31,182 | $2.2M |
| Brown Miller Wealth Management, LLC | 0.62% | Add +23.0% | 31,044 | $2.2M |
| UBS Group AG | 0.00% | Add +196.8% | 30,543 | $2.2M |
| PFG Advisors | 0.11% | Add +3.5% | 30,240 | $2.2M |
| JBR Co Financial Management Inc | 0.91% | Reduce -23.1% | 30,210 | $2.2M |
| Tolleson Wealth Management, Inc. | 0.31% | No change | 29,468 | $2.1M |
| Perennial Investment Advisors, LLC | 0.16% | Add +16.0% | 28,593 | $2.1M |
| New Insight Wealth Advisors | 0.72% | Reduce -0.1% | 27,896 | $2.0M |
| Integrity Alliance, Llc. | 0.07% | Reduce -0.7% | 27,475 | $2.0M |
| Marshall Investment Management, LLC | 0.99% | Reduce -4.8% | 27,266 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +111.3% | 27,146 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.0% | 26,827 | $1.9M |
| Apollon Financial, LLC | 0.28% | Add +20.9% | 26,609 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.6% | 26,507 | $1.9M |
| Providence First Trust Co | 0.66% | Add +22.9% | 26,402 | $1.9M |
| SFI Advisors, LLC | 1.19% | Reduce -3.2% | 25,798 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -4.7% | 25,594 | $1.8M |
| Perspective Wealth Advisors LLC | 1.30% | — | 25,404 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +161.0% | 24,960 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +0.2% | 24,839 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -0.8% | 23,482 | $1.7M |
| Comprehensive Wealth Management, LLC | 0.96% | Add +11.8% | 22,630 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Add +45659.2% | 22,422 | $1.6M |
| Greenline Wealth Management LLC | 1.67% | — | 22,420 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.6% | 22,162 | $1.6M |
"% 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.