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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsSell-8,427120,337$11,267,126
Q1 2026Sequoia Financial AdvisorsSell-17,090128,764$9,788,635
Q4 2025Sequoia Financial AdvisorsBuy58,483145,854$10,502,921
Q3 2025Renaissance Technologies LLCSell-1,6005,400$397,278
Q3 2025Sequoia Financial AdvisorsSell-1,47587,371$6,427,875
Q2 2025Sequoia Financial AdvisorsSell-8,58188,846$6,043,329
Q2 2025Renaissance Technologies LLCBuy3,9007,000$476,140
Q1 2025Sequoia Financial AdvisorsBuy4,71897,427$6,113,517
Q4 2024Sequoia Financial AdvisorsBuy92,70992,709$6,128,973
Q4 2024Renaissance Technologies LLCBuy3,1003,100$204,941

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.

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