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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+393+1.2%34,144$3.20MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+1+0.2%610$57.09KQ2 2026Sep 04, 2026
Corient Private Wealth LlcBuy+73+2.6%2,896$271.22KQ2 2026Aug 27, 2026
West Michigan Advisors, LlcBuy+301+2.6%12,071$1.13MQ2 2026Aug 21, 2026
Anderson Financial Strategies, LlcSell-5,338-6.5%77,279$6.74MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+1,878+21.3%10,705$999.63KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+3,8213,821$357.78KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,390+3.3%105,608$9.89MQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+27,16727,167$2.54MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+20,892+50.3%62,457$5.85MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-19,649-44.9%24,136$2.26MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-278-3.5%7,643$716.00KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+28+50.0%84$7.87KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+573,126+51.1%1,695,098$158.71MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+351,487+74.0%826,186$77.36MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+184,078+9.8%2,064,849$193.37MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+136,142+35.0%525,103$47.84MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+135,692135,692$12.70MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+87,966+10.5%928,275$86.91MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-32,423-22.5%111,491$10.44MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-30,686-12.6%213,161$19.96MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+22,47322,473$2.10MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-17,901-50.5%17,518$1.64MQ2 2026Aug 14, 2026
&PartnersBuy+17,213+210.0%25,411$2.38MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+15,918+358.4%20,359$1.91MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-15,149-83.8%2,939$275.18KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+13,107+88.1%27,978$2.62MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,3489,348$875.25KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+9,0499,049$847.25KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+7,933+31.6%33,069$3.10MQ2 2026Aug 14, 2026
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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.