Invesco S&P Smallcap MomentuXSMOETF
13F holders, Q1 2026 (March 31)297holders +17
43new positions
24sold out
2famous investors
$76.16avg. 13F price*
At the end of Q1 2026, 297 institutions reported holding Invesco S&P Smallcap Momentu (XSMO) in their 13F filings, up 17 from Q4 2025. 43 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($171.9M), Osaic Holdings, Inc. ($142.9M) and Envestnet Asset Management Inc. ($130.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $39.3M |
| Exits | 24 | $27.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,924,925 shares bought and 1,683,719 shares sold, net +241,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| LPL Financial LLC | 0.05% | Add +4.1% | 2,260,942 | $171.9M |
| Osaic Holdings, Inc. | 0.21% | Add +8.7% | 1,880,771 | $142.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.3% | 1,716,439 | $130.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.9% | 1,121,972 | $85.3M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 906,214 | $68.9M |
| Cetera Investment Advisers | 0.07% | Add +7.3% | 870,093 | $66.1M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 840,309 | $63.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.8% | 609,649 | $46.3M |
| Gratus Wealth Advisors, LLC | 5.72% | Add +6.0% | 520,253 | $39.5M |
| Bank of America Corp. | 0.00% | Add +17.0% | 474,699 | $36.1M |
| Cwm, LLC | 0.09% | Add +6.0% | 438,442 | $33.3M |
| Apollon Wealth Management, LLC | 0.48% | Add +1.1% | 389,278 | $29.6M |
| Jones Financial Companies LLLP | 0.01% | Add +32.2% | 388,961 | $29.2M |
| River Wealth Advisors LLC | 2.74% | Reduce -11.9% | 314,190 | $23.9M |
| HighTower Advisors, LLC | 0.02% | Add +24.8% | 278,545 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +46.7% | 271,285 | $20.6M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 255,832 | $19.4M |
| Thrivent Financial for Lutherans | 0.04% | Add +3.2% | 243,847 | $18.5M |
| Focus Financial Network, Inc. | 0.61% | Add +5.6% | 222,013 | $16.9M |
| Mariner, LLC | 0.02% | Add +16.1% | 221,410 | $16.8M |
| Modern Wealth Management, LLC | 0.29% | Reduce -3.5% | 217,165 | $16.7M |
| Armbruster Capital Management, Inc. | 2.52% | Add +1.4% | 202,501 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.3% | 187,664 | $14.3M |
| Clark Wealth Partners | 9.58% | Reduce -15.0% | 187,619 | $14.3M |
| NBZ Investment Advisors LLC | 6.13% | Add +5.6% | 184,296 | $14.0M |
| Sound Income Strategies, LLC | 0.57% | Add +19.4% | 152,422 | $11.7M |
| Financial Partners Group, Inc | 1.36% | New | 149,238 | $11.3M |
| Meridian Wealth Management, LLC | 0.40% | Reduce -10.2% | 147,335 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +33.2% | 143,914 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -70.1% | 129,973 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -11.7% | 128,764 | $9.8M |
| VestGen Advisors, LLC | 0.27% | Reduce -0.1% | 112,459 | $9.7M |
| Seros Financial, LLC | 6.06% | Add +60.3% | 125,274 | $9.5M |
| RFG Advisory, LLC | 0.17% | Add +32.1% | 123,107 | $9.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -14.3% | 120,546 | $9.2M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +3.9% | 112,983 | $8.6M |
| Integrated Capital Management, LLC | 3.55% | Add +4.5% | 110,662 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -30.3% | 105,400 | $8.0M |
| USAdvisors Wealth Management, LLC | 2.64% | Add +3.1% | 108,147 | $7.9M |
| Family Investment Center, Inc. | 1.52% | New | 104,162 | $7.9M |
| Kingsview Wealth Management, LLC | 0.11% | Reduce -4.2% | 102,218 | $7.8M |
| Provident Wealth Management, LLC | 2.34% | Reduce -1.3% | 101,804 | $7.7M |
| Cooper Financial Group | 0.76% | Add +0.5% | 99,429 | $7.6M |
| Anderson Financial Strategies, LLC | 4.01% | Reduce -3.3% | 82,617 | $7.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.9% | 95,927 | $7.3M |
| Truist Financial Corp. | 0.01% | Add +5.1% | 95,568 | $7.3M |
| Arkadios Wealth Advisors | 0.12% | Reduce -0.0% | 94,526 | $7.2M |
| Snowden Capital Advisors LLC | 0.19% | Add +1.8% | 92,627 | $7.0M |
| EPG Wealth Management LLC | 1.83% | Add +0.3% | 88,887 | $6.8M |
| Independent Advisor Alliance | 0.07% | Add +786.9% | 87,541 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -8.4% | 84,643 | $6.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.0% | 81,000 | $6.2M |
| Fifth Third Securities, Inc. | 0.38% | Add +449.8% | 77,822 | $5.9M |
| Prostatis Group LLC | 1.49% | Add +0.4% | 76,782 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.59% | Add +11.2% | 69,776 | $5.3M |
| Mfa Wealth Advisors, LLC | 1.03% | Add +6.3% | 69,137 | $5.3M |
| Fiduciary Alliance LLC | 0.31% | Reduce -3.7% | 62,286 | $5.1M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.8% | 66,897 | $5.1M |
| VectorGlobal IAG, Inc. | 1.29% | — | 65,393 | $5.0M |
| Atria Investments, Inc | 0.05% | Reduce -16.7% | 62,818 | $4.8M |
| Theory Financial LLC | 1.65% | Add +29.9% | 61,993 | $4.7M |
| Seaview Investment Managers LLC | 1.63% | Add +1.6% | 59,529 | $4.5M |
| Citigroup Inc. | 0.00% | Add +1.6% | 56,315 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.25% | Add +11.0% | 55,774 | $4.2M |
| Nvest Financial, LLC | 1.53% | New | 53,916 | $4.1M |
| Marmo Financial Group, LLC | 1.99% | Reduce -5.1% | 52,782 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +4.5% | 50,505 | $3.8M |
| Titleist Asset Management, LLC | 0.26% | Add +4.1% | 46,042 | $3.5M |
| Financial Freedom, LLC | 1.73% | Reduce -1.4% | 45,726 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +19.4% | 41,565 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +143.3% | 43,785 | $3.2M |
| Noble Wealth Management PBC | 1.54% | Add +6.1% | 39,519 | $3.0M |
| Oxford Wealth Group, LLC | 1.64% | Reduce -12.0% | 39,475 | $3.0M |
| ArborFi Advisors, LLC | 2.33% | Add +9.8% | 37,502 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 35,419 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.1% | 33,751 | $2.6M |
| Brown Miller Wealth Management, LLC | 0.73% | Add +8.3% | 33,625 | $2.6M |
| AE Wealth Management LLC | 0.01% | Add +1529.2% | 33,366 | $2.5M |
| Paragon Private Wealth Management, LLC | 0.79% | Add +0.7% | 33,102 | $2.5M |
| Mascagni Wealth Management, Inc. | 1.79% | Add +5.8% | 32,979 | $2.5M |
| Capital Investment Counsel, LLC | 0.33% | Add +2.0% | 31,803 | $2.4M |
| Apollon Financial, LLC | 0.33% | Add +17.8% | 31,336 | $2.4M |
| PFG Advisors | 0.11% | Reduce -0.2% | 30,171 | $2.3M |
| Tolleson Wealth Management, Inc. | 0.33% | No change | 29,468 | $2.2M |
| Perennial Investment Advisors, LLC | 0.18% | Add +2.1% | 29,208 | $2.2M |
| Perspective Wealth Advisors LLC | 1.43% | Add +14.6% | 29,102 | $2.2M |
| JBR Co Financial Management Inc | 0.91% | No change | 30,210 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +57.4% | 25,192 | $2.1M |
| New Insight Wealth Advisors | 0.76% | No change | 27,896 | $2.1M |
| Marshall Investment Management, LLC | 0.95% | Reduce -4.1% | 26,156 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +3.5% | 25,699 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.7% | 25,524 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +7.2% | 25,160 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +76.8% | 25,136 | $1.9M |
| Nova Wealth Management, Inc. | 1.20% | Reduce -43.3% | 24,301 | $1.8M |
| Comprehensive Wealth Management, LLC | 0.91% | Add +4.8% | 23,716 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -13.2% | 23,568 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -10.2% | 22,975 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -72.8% | 22,544 | $1.7M |
| Greenline Wealth Management LLC | 1.97% | Add +0.2% | 22,455 | $1.7M |
"% 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.