INVESCO S&P SMALLCAP MOMENTU (XSMO) Institutional Ownership Changes & 13F Activity
INVESCO S&P SMALLCAP MOMENTU (XSMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Bank Of America Corp, Osaic Holdings, Inc., Jones Financial Companies Lllp, and Insigneo Advisory Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +393 | +1.2% | 34,144 | $3.20M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +1 | +0.2% | 610 | $57.09K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Buy | +73 | +2.6% | 2,896 | $271.22K | Q2 2026 | Aug 27, 2026 |
| West Michigan Advisors, Llc | Buy | +301 | +2.6% | 12,071 | $1.13M | Q2 2026 | Aug 21, 2026 |
| Anderson Financial Strategies, Llc | Sell | -5,338 | -6.5% | 77,279 | $6.74M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,878 | +21.3% | 10,705 | $999.63K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +3,821 | — | 3,821 | $357.78K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +3,390 | +3.3% | 105,608 | $9.89M | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +27,167 | — | 27,167 | $2.54M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,892 | +50.3% | 62,457 | $5.85M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -19,649 | -44.9% | 24,136 | $2.26M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -278 | -3.5% | 7,643 | $716.00K | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +28 | +50.0% | 84 | $7.87K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +573,126 | +51.1% | 1,695,098 | $158.71M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +351,487 | +74.0% | 826,186 | $77.36M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +184,078 | +9.8% | 2,064,849 | $193.37M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +136,142 | +35.0% | 525,103 | $47.84M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +135,692 | — | 135,692 | $12.70M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +87,966 | +10.5% | 928,275 | $86.91M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -32,423 | -22.5% | 111,491 | $10.44M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -30,686 | -12.6% | 213,161 | $19.96M | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Buy | +22,473 | — | 22,473 | $2.10M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -17,901 | -50.5% | 17,518 | $1.64M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +17,213 | +210.0% | 25,411 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +15,918 | +358.4% | 20,359 | $1.91M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -15,149 | -83.8% | 2,939 | $275.18K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +13,107 | +88.1% | 27,978 | $2.62M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +9,348 | — | 9,348 | $875.25K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +9,049 | — | 9,049 | $847.25K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +7,933 | +31.6% | 33,069 | $3.10M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about XSMO activity
Which institutional owners are buying XSMO?
Institutional owners buying XSMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XSMO activity?
"Buy" means an investor increased their reported position in XSMO compared to the prior reporting period. This reflects growing exposure to INVESCO S&P SMALLCAP MOMENTU (XSMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XSMO increasing?
Institutional interest in XSMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.