Who Owns XSMO?
Invesco S&P SmallCap Momentum ETF — Institutional Ownership & 13F Holdings
$84.86
-0.86 (-1.00%)
Market Cap
$2.4B
Shares Outstanding
26,974,850
Institutional Holders
204
Total Inst. Value
$696.6M
% of Float Held
—
QoQ Holder Change
+145
Institutional data as of Q1 2025
New Positions
61
Closed Positions
27
Increased
75
Decreased
48
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $101.3M | 1,614,633 |
| 2 | Cetera Investment Advisers | $73.7M | 1,175,080 |
| 3 | WELLS FARGO & COMPANY/MN | $35.6M | 567,560 |
| 4 | MORGAN STANLEY | $31.2M | 497,214 |
| 5 | Gratus Wealth Advisors, LLCNew | $29.8M | 475,382 |
| 6 | RAYMOND JAMES FINANCIAL INC | $25.5M | 406,230 |
| 7 | Apollon Wealth Management, LLC | $24.0M | 382,228 |
| 8 | BANK OF AMERICA CORP /DE/ | $23.0M | 367,296 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.8M | 363,127 |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.8M | 299,125 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +566K | $101.3M |
| Cetera Investment Advisers | +143K | $73.7M |
| Gratus Wealth Advisors, LLCNew | +475K | $29.8M |
| Apollon Wealth Management, LLC | +105K | $24.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +184K | $22.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | -485K | $149K |
| MORGAN STANLEY | -330K | $31.2M |
| Uniting Wealth Partners, LLC | -88K | $202K |
| CITIGROUP INC | -82K | $3.8M |
| WELLS FARGO & COMPANY/MN | -69K | $35.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold XSMO?
As of Q1 2025, 204 institutional investors report holding XSMO (Invesco S&P SmallCap Momentum ETF) in their 13F filings.
Which hedge fund owns the most XSMO?
The largest institutional holder of XSMO is OSAIC HOLDINGS, INC. with $101.3M in shares.
Are institutions buying or selling XSMO?
This quarter, 61 institutions opened new positions in XSMO and 27 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.