Invesco S&P SmallCap Momentum

XSMO • ARCA

Invesco S&P SmallCap Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 243 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. LPL Financial LLC is the largest holder with a position valued at $154.8M.

Overview

Overview of institutional ownership in XSMO as of Q3 2025

All Institutions

Institutions: 243
Value Held: $1.4B
Shares Held: 18.6M
Avg Position: $5.6M
Median Position: $863.8K

Hedge Funds

Hedge Funds: 2
Value Held: $817.8K
Shares Held: 11.1K
Avg Position: $408.9K
Median Position: $408.9K

Biggest Investors

Institutions with the largest positions in XSMO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$154.8M 0.05% of portfolio	2.1M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
A Advisor Group Holdings, Inc. Institution	-	$124.4M 0.18% of portfolio	1.7M shares	Q1 2020 Held for 5y 8m	$71.0B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$119.0M 0.03% of portfolio	1.6M shares	Q2 2019 Held for 6y 5m	$341.99B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$97.7M 0.03% of portfolio	1.3M shares	Q4 2024 Held for 11 months	$310.43B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$58.1M 0.01% of portfolio	789.7K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$56.1M 0.00% of portfolio	762.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$43.3M 0.05% of portfolio	589.0K shares	Q4 2023 Held for 1y 11m	$85.4B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$37.3M 0.02% of portfolio	507.4K shares	Q1 2021 Held for 4y 8m	$149.83B
Gratus Wealth Advisors, LLC RIA/Wealth	Cline Edward Reasor Owner	$35.8M 5.04% of portfolio	486.8K shares	Q1 2025 Held for 8 months	$710.3M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$32.7M 0.00% of portfolio	443.8K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T

Net Capital Flow

Institutional buying and selling activity for XSMO in Q3 2025

Traded: +$70.6M
Buyers: 165
Sellers: 65
Total Bought: +$185.8M
Total Sold: −$115.2M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$21.6M +293.9K shares	$97.7M 1.3M shares
L LPL Financial LLC Institution	+$17.6M +239.3K shares	$154.8M 2.1M shares
MORGAN STANLEY RIA/Wealth	+$17.5M +238.3K shares	$56.1M 762.0K shares
BANK OF AMERICA CORP /DE/ Institution	+$13.3M +180.5K shares	$32.7M 443.8K shares
R ROYAL BANK OF CANADA Institution	+$8.6M +117.4K shares	$16.4M 222.4K shares
Integrated Capital Management, LLC RIA/Wealth	+$7.6M +102.1K shares	$7.6M 102.1K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$6.6M +90.4K shares	$17.8M 243.7K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$5.2M +70.0K shares	$5.2M 70.0K shares
Kingsview Wealth Management, LLC RIA/Wealth	+$5.1M +69.9K shares	$5.5M 74.7K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$4.8M +65.8K shares	$37.3M 507.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Cetera Investment Advisers RIA/Wealth	−$50.7M −689.1K shares	$43.3M 589.0K shares
Marmo Financial Group, LLC RIA/Wealth	−$16.4M −222.7K shares	$4.3M 59.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$11.4M −166.9K shares	Sold Off 0 shares
S Systelligence, LLC Institution	−$6.2M −83.8K shares	$4.1M 55.7K shares
WELLS FARGO & COMPANY/MN Institution	−$4.9M −66.2K shares	$58.1M 789.7K shares
A Advisor Group Holdings, Inc. Institution	−$3.9M −53.1K shares	$124.4M 1.7M shares
Uniting Wealth Partners, LLC RIA/Wealth	−$3.9M −56.6K shares	Sold Off 0 shares
TITLEIST ASSET MANAGEMENT, LLC RIA/Wealth	−$2.6M −35.6K shares	$3.1M 42.6K shares
Peterson Wealth Services RIA/Wealth	−$2.0M −5.4K shares	$503.5K 1.4K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$1.5M −20.4K shares	$32.2M 442.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XSMO in Q3 2025

New Positions: 27
New Value: $27.3M
Exited Positions: 13
Exited Value: $17.9M

New Positions

Institution	Position Value
Integrated Capital Management, LLC RIA/Wealth	$7.6M 102.1K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$5.2M 70.0K shares
New Millennium Group LLC RIA/Wealth	$2.4M 32.8K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$2.1M 28.5K shares
B Brown Miller Wealth Management, LLC RIA/Wealth	$1.9M 25.2K shares
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth	$1.2M 15.8K shares
Oxinas Partners Wealth Management LLC RIA/Wealth	$1.1M 14.7K shares
Warren Averett Asset Management, LLC RIA/Wealth	$773.5K 10.5K shares
Colonial River Wealth Management, LLC RIA/Wealth	$718.4K 9.8K shares
Chicago Partners Investment Group LLC RIA/Wealth	$636.1K 8.7K shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$11.4M 166.9K shares
Uniting Wealth Partners, LLC RIA/Wealth	$3.9M 56.6K shares
Wealthcare Advisory Partners LLC RIA/Wealth	$652.4K 9.6K shares
Brookwood Investment Group LLC RIA/Wealth	$532.9K 7.8K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$434.6K 6.4K shares
Financial Advocates Investment Management RIA/Wealth	$311.3K 4.6K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$253.1K 3.7K shares
Advisor Resource Council RIA/Wealth	$208.3K 3.1K shares
S SIMPLEX TRADING, LLC Institution	$205.6K 3.0K shares
OPTIMUM INVESTMENT ADVISORS RIA/Wealth	$17.2K 253.0 shares

Options Activity

Institutions with the largest Call and Put options positions in XSMO as of Q3 2025

Call Positions: 1
Call Value: $228.1K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
B Belvedere Trading LLC Institution	$228.1K 31.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XSMO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
NBZ Investment Advisors LLC RIA/Wealth	Richard Ira Zivi Managing Partner	7.04% $11.9M	162.1K shares	Q4 2024 Held for 11 months	$169.4M
Gratus Wealth Advisors, LLC RIA/Wealth	Cline Edward Reasor Owner	5.04% $35.8M	486.8K shares	Q1 2025 Held for 8 months	$710.3M
Anderson Financial Strategies, LLC RIA/Wealth	Shon P Anderson Managing Partner	3.61% $6.1M	82.9K shares	Q4 2024 Held for 11 months	$168.8M
Seros Financial, LLC RIA/Wealth	Jeremy Windell Smith Managing Partner	3.37% $5.6M	75.5K shares	Q2 2025 Held for 5 months	$165.0M
Integrated Capital Management, LLC RIA/Wealth	Brian Robert Franke Managing Partner	3.33% $7.6M	102.1K shares	Q3 2025 Held for 2 months	$227.1M
R River Wealth Advisors LLC RIA/Wealth	Edward Bernard O'Gorman CEO	2.90% $24.8M	337.0K shares	Q2 2025 Held for 5 months	$855.3M
USAdvisors Wealth Management, LLC RIA/Wealth	W. Jillian Link Managing Partner	2.55% $7.2M	97.5K shares	Q1 2024 Held for 1y 8m	$281.0M
A Armbruster Capital Management, Inc. RIA/Wealth	Mark Edward Armbruster CEO	2.46% $14.4M	196.3K shares	Q1 2020 Held for 5y 8m	$587.6M
P Provident Wealth Management, LLC RIA/Wealth	Keith Edward Mckissock CCO	2.28% $7.4M	100.9K shares	Q1 2024 Held for 1y 8m	$326.0M
Marmo Financial Group, LLC RIA/Wealth	Scott Anthony Marmo President	2.10% $4.3M	59.0K shares	Q1 2023 Held for 2y 8m	$206.5M

Hedge Fund Spotlight

Discover hedge funds investing in XSMO

RENAISSANCE TECHNOLOGIES LLC

Hedge Fund • Quant

Portfolio ManagerPeter Fitzhugh Brown

Portfolio Value: $75.8B
Positions: 3,419
Last Reported: Q3 2025

Sector Allocation

Position in Invesco S&P SmallCap Momentum

Market Value: $397.3K
Shares Held: 5.4K
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$1.6B	2.06%
2 Nvidia NVDA	Semiconductors Technology	$1.1B	1.39%
3 Roblox RBLX	Electronic Gaming & Multimedia Technology	$953.5M	1.26%