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XSMO · Invesco S&P SmallCap Momentum ETF ETF

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$85.04 +0.62 (+0.73%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $7,340,871
Total Shares: 78,403

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 4 13F filers · Δ vs Mar 31, 2026
Top Holder
89.6%
Sep 2023 → Jun 2026 · range 10.2% – 89.6%
+79.0 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 36.3% – 100.0%
+63.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 51.2% – 100.0%
+47.5 pts
HHI
8,077
Sep 2023 → Jun 2026 · range 369 – 8,077
Highly concentrated+7,690

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
2
Decreased
0
Sold Out
289
Unchanged
0
Holder count: -287
Institutional value: -99.5%
Shares held: -99.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Corient Private Wealth LLC +73 2,896
Parkside Financial Bank & Trust +1 610

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Kinetic Wealth Investment Advisors LLC 70,247 $6,577,226
CARLSON FINANCIAL, INC. 4,650 $435,379

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 2,260,942 $171,876,810
OSAIC HOLDINGS, INC. 1,880,771 $142,976,209
ENVESTNET ASSET MANAGEMENT INC 1,716,439 $130,483,692
RAYMOND JAMES FINANCIAL INC 1,121,972 $85,292,310
MORGAN STANLEY 906,214 $68,890,388
Filter: New 2 Increased 2 Reduced 0 Sold out 289 Unchanged 0
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Kinetic Wealth Investment Advisors LLC XSMO $6,577,226 89.60% 70,247
CARLSON FINANCIAL, INC. XSMO $435,379 5.93% 4,650
Corient Private Wealth LLC XSMO $271,152 3.69% 2,896
Parkside Financial Bank & Trust XSMO $57,114 0.78% 610