Who Owns Invesco S&P SmallCap Momentum ETF (XSMO)?Hedge Fund & Institutional Holders

$74.73-0.41 (-0.55%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5600011700075e+232T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$55.15$61.52$67.90$74.28$80.65Sep 24Jun 25Mar 26

XSMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.6M+$117.0M
Clark Wealth PartnersNew Position+696K+$49.1M
Gratus Wealth Advisors, LLCNew Position+491K+$35.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+435K+$32.3M
CWM, LLCNew Position+414K+$29.8M
Apollon Wealth Management, LLCNew Position+385K+$27.7M
JONES FINANCIAL COMPANIES LLLPNew Position+294K+$21.0M
Sanctuary Advisors, LLCNew Position+284K+$19.0M
Janney Montgomery Scott LLCNew Position+261K+$18.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+236K+$17.0M
Modern Wealth Management, LLCNew Position+225K+$16.2M
CORE WEALTH ADVISORS, LLCNew Position+221K+$15.9M
Armbruster Capital Management, Inc.New Position+200K+$14.4M
Meridian Wealth Management, LLCNew Position+164K+$11.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+157K+$11.0M

XSMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-96K-$97.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-283K-$37.3B
BANK OF AMERICA CORP /DE/Decreased-38K-$32.6B
ROYAL BANK OF CANADADecreased-114K-$16.4B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-20K-$9.5B
Cooper Financial GroupDecreased-1K-$7.4B
NewEdge Advisors, LLCDecreased-8K-$6.6B
Sterling Financial Group, Inc.Closed Position-62K-$4.6B
Systelligence, LLCClosed Position-56K-$4.1B
Equitable Holdings, Inc.Decreased-36K-$4.0B
JBR Co Financial Management IncDecreased-9K-$2.9B
Integrated Wealth Concepts LLCDecreased-4K-$2.8B
New Millennium Group LLCDecreased-701-$2.4B
Steward Partners Investment Advisory, LLCDecreased-2K-$2.1B
MARSHALL INVESTMENT MANAGEMENT, LLCDecreased-1K-$2.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,171,515$156.0M0.04%Share
2ENVESTNET ASSET MANAGEMENT INC1,630,790$117.0M0.03%Share
3RAYMOND JAMES FINANCIAL INC1,055,032$75.0M0.02%Share
4OSAIC HOLDINGS, INC.980,412$70.0M0.10%Share
5MORGAN STANLEY939,212$67.0M0.00%Share
6Cetera Investment Advisers810,567$58.0M0.06%Share
7OSAIC HOLDINGS, INC.704,653$50.0M0.07%Share
8WELLS FARGO & COMPANY/MN605,997$43.0M0.01%Share
9Gratus Wealth Advisors, LLC490,887$35.3M4.90%Share
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC435,326$32.3M0.04%Share
11CWM, LLC413,528$29.8M0.08%Share
12Apollon Wealth Management, LLC384,931$27.7M0.48%Share
13River Wealth Advisors LLC356,629$25.7M2.88%Share
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO223,925$24.1M0.02%Share
15JONES FINANCIAL COMPANIES LLLP294,252$21.0M0.01%Share
16BNP PARIBAS FINANCIAL MARKETS261,000$18.0M0.01%Share
17STIFEL FINANCIAL CORP254,510$18.0M0.02%Share
18Janney Montgomery Scott LLC261,483$18.0M0.04%Share
19Clark Wealth Partners253,021$17.2M11.61%Share
20THRIVENT FINANCIAL FOR LUTHERANS236,344$17.0M0.03%Share
21BANK OF AMERICA CORP /DE/239,809$17.0M0.00%Share
22Modern Wealth Management, LLC224,997$16.2M0.30%Share
23Orion Porfolio Solutions, LLC234,273$16.0M0.12%Share
24WELLS FARGO & COMPANY/MN229,231$16.0M0.00%Share
25HighTower Advisors, LLC223,166$16.0M0.02%Share
26Clark Wealth Partners220,810$15.9M9.69%Share
27Clark Wealth Partners220,810$15.9M9.69%Share
28CORE WEALTH ADVISORS, LLC220,810$15.9M9.69%Share
29Focus Financial Network, Inc.210,258$15.1M0.53%Share
30Armbruster Capital Management, Inc.199,652$14.4M2.41%Share
31Mariner, LLC185,051$13.0M0.02%Share
32Cambridge Investment Research Advisors, Inc.184,890$13.0M0.03%Share
33NBZ Investment Advisors LLC174,528$12.6M5.47%Share
34RAYMOND JAMES FINANCIAL INC173,689$12.0M0.00%Share
35Meridian Wealth Management, LLC164,108$11.8M0.42%Share
36BANK OF AMERICA CORP /DE/165,929$11.0M0.00%Share
37COMMONWEALTH EQUITY SERVICES, LLC157,351$11.0M0.01%Share
38Sequoia Financial Advisors, LLC145,854$10.5M0.06%Share
39Envestnet Portfolio Solutions, Inc.140,636$10.0M0.04%Share
40MML INVESTORS SERVICES, LLC151,187$10.0M0.02%Share
41Sound Income Strategies, LLC127,665$9.9M0.47%Share
42VestGen Advisors, LLC112,601$8.0M0.34%Share
43Integrated Capital Management, LLC105,845$7.6M3.28%Share
44USAdvisors Wealth Management, LLC104,860$7.6M2.49%Share
45Provident Wealth Management, LLC103,143$7.4M2.20%Share
46Cooper Financial Group98,944$7.1M0.76%Share
47Private Advisor Group, LLC100,855$7.0M0.03%Share
48Kingsview Wealth Management, LLC106,667$7.0M0.10%Share
49GREAT VALLEY ADVISOR GROUP, INC.108,777$7.0M0.13%Share
50ROYAL BANK OF CANADA108,007$7.0M0.00%Share

XSMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025276$1.5B+130
Q3 2025146$882.4B-64
Q2 2025210$901.3B+4
Q1 2025206$899.6B+35
Q4 2024171$53.3T+45
Q3 2024126$313.5T+50
Q2 202476$129.1T+17
Q1 202459$105.0T—

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As of Q4 2025, 50 institutional investors hold XSMO (Invesco S&P SmallCap Momentum ETF). The largest holder is LPL Financial LLC with $156.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own XSMO?

As of Q4 2025, 50 institutional investors report holding XSMO (Invesco S&P SmallCap Momentum ETF) in their 13F filings.

Who is the largest institutional holder of XSMO?

The largest institutional holder of XSMO is LPL Financial LLC with $156.0M in shares.

Is institutional ownership of XSMO increasing or decreasing?

This quarter, 15 institutions opened new positions in XSMO and 2 closed their positions.