Vault-13

INVESCO EXCHANGE TRADED FD T XSMO

S&P SMLCP MOMENT · ETP · CUSIP 46137V498

211 institutional holders +7 vs Q4 2024
15,647,57715.6m shares reported held*
$981.8mreported value*
36 new 97 added 51 reduced 24 sold out net bought ≈ $49.6m (+790.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $62.75.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 57Q4 22: 63Q1 23: 67Q2 23: 65Q3 23: 65Q4 23: 79Q1 24: 89Q2 24: 107Q3 24: 174Q4 24: 204Q1 25: 211211Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202257
Q4 202263
Q1 202367
Q2 202365
Q3 202365
Q4 202379
Q1 202489
Q2 2024107
Q3 2024174
Q4 2024204
Q1 2025211

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 32 bought or addedQ2 23: 26 cut or sold outQ3 23: 28 bought or addedQ3 23: 24 cut or sold outQ3 23Q4 23: 46 bought or addedQ4 23: 16 cut or sold outQ1 24: 55 bought or addedQ1 24: 29 cut or sold outQ1 24Q2 24: 68 bought or addedQ2 24: 22 cut or sold outQ3 24: 137 bought or addedQ3 24: 27 cut or sold outQ3 24Q4 24: 132 bought or addedQ4 24: 48 cut or sold outQ1 25: 133 bought or addedQ1 25: 75 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233226
Q3 20232824
Q4 20234616
Q1 20245529
Q2 20246822
Q3 202413727
Q4 202413248
Q1 202513375

Biggest buyers

Gratus Wealth Advisors, LLC New +475,382+475.4k
OSAIC HOLDINGS, INC. Added +368,584+368.6k
CWM, LLC Added +212,167+212.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +183,547+183.5k
ENVESTNET ASSET MANAGEMENT INC Added +176,891+176.9k
Cetera Investment Advisers Added +142,861+142.9k
Apollon Wealth Management, LLC Added +105,333+105.3k
Janney Montgomery Scott LLC Added +78,291+78.3k
Archvest Wealth Advisors, Inc. New +77,091+77.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +76,725+76.7k

Biggest sellers

Steward Partners Investment Advisory, LLC Reduced -484,922-484.9k
MORGAN STANLEY Reduced -329,859-329.9k
Thrivent Financial for Lutherans Sold out -252,457-252.5k
Uniting Wealth Partners, LLC Reduced -88,158-88.2k
CITIGROUP INC Reduced -81,522-81.5k
Guerra Advisors Inc Sold out -74,548-74.5k
WELLS FARGO & COMPANY/MN Reduced -69,154-69.2k
Cambridge Investment Research Advisors, Inc. Reduced -62,893-62.9k
Smart Money Group LLC Sold out -62,033-62.0k
Visionary Wealth Advisors Reduced -58,964-59.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,773,2631.8m $111.3m $111.3m 0.04% Reduced -21.4k -21,405
2 OSAIC HOLDINGS, INC. 0.23% of their portfolio SCOTTSDALE, AZ 1,614,6331.6m $101.3m $101.3m 0.23% Added +368.6k +368,584
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,517,3831.5m $95.2m $95.2m 0.03% Added +176.9k +176,891
4 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 1,175,0801.2m $73.7m $73.7m 0.14% Added +142.9k +142,861
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 567,560567.6k $35.6m $35.6m 0.01% Reduced -69.2k -69,154
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 497,214497.2k $31.2m $31.2m 0.00% Reduced -329.9k -329,859
7 Gratus Wealth Advisors, LLC 4.90% of their portfolio VIRGINIA BEACH, VA 475,382475.4k $29.8m $29.8m 4.90% New
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 406,230406.2k $25.5m $25.5m 0.01% Reduced -57.5k -57,505
9 Apollon Wealth Management, LLC 0.53% of their portfolio MOUNT PLEASANT, SC 382,228382.2k $24.0m $24.0m 0.53% Added +105.3k +105,333
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 367,296367.3k $23.0m $23.0m 0.00% Reduced -29.5k -29,475
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 363,127363.1k $22.8m $22.8m 0.02% Added +183.5k +183,547
12 CWM, LLC 0.09% of their portfolio OMAHA, NE 346,667346.7k $21.8m $21.8m 0.09% Added +212.2k +212,167
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 299,125299.1k $18.8m $18.8m 0.04% Added +62.0k +62,010
14 Marmo Financial Group, LLC 9.52% of their portfolio Johnson City, TN 277,389277.4k $17.4m $17.4m 9.52% Added +15.1k +15,078
15 Focus Financial Network, Inc. 0.52% of their portfolio MINNEAPOLIS, MN 201,233201.2k $12.6m $12.6m 0.52% Reduced -2.5k -2,549
16 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 196,372196.4k $12.3m $12.3m 0.03% Added +78.3k +78,291
17 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 195,917195.9k $12.3m $12.3m 0.01% Reduced -9.7k -9,651
18 Armbruster Capital Management, Inc. 2.30% of their portfolio PITTSFORD, NY 183,401183.4k $11.5m $11.5m 2.30% Added +9.4k +9,408
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 143,122143.1k $9.0m $9.0m 0.01% Reduced -7.8k -7,792
20 NBZ Investment Advisors LLC 5.09% of their portfolio KNOXVILLE, TN 140,234140.2k $8.8m $8.8m 5.09% Added +29.0k +29,005
21 Systelligence, LLC 2.01% of their portfolio BLOOMINGTON, MN 133,238133.2k $8.4m $8.4m 2.01% Added +9.4k +9,437
22 Geneos Wealth Management Inc. 0.12% of their portfolio ENGLEWOOD, CO 131,354131.4k $8.2m $8.2m 0.12% Added +71.8k +71,806
23 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 122,547122.5k $7.7m $7.7m 0.03% Added +19.0k +18,978
24 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 121,014121.0k $7.6m $7.6m 0.03% Added +69.9k +69,863
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 119,454119.5k $7.5m $7.5m 0.00% Reduced -8.9k -8,892
26 Cooper Financial Group 0.89% of their portfolio IRVINE, CA 108,250108.2k $6.8m $6.8m 0.89% Added +4.1k +4,147
27 Meridian Wealth Management, LLC 0.32% of their portfolio LEXINGTON, KY 105,574105.6k $6.6m $6.6m 0.32% Reduced -663 -663
28 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 100,675100.7k $6.1m $6.1m 0.01% Added +29.6k +29,639
29 Provident Wealth Management, LLC 2.17% of their portfolio BRENTWOOD, TN 100,413100.4k $6.3m $6.3m 2.17% Added +4.7k +4,725
30 Sequoia Financial Advisors, LLC 0.05% of their portfolio Akron, OH 97,42797.4k $6.1m $6.1m 0.05% Added +4.7k +4,718
31 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 96,30896.3k $6.0m $6.0m 0.04% Reduced -13.7k -13,732
32 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 93,92293.9k $5.9m $5.9m 0.04% Added +44.9k +44,923
33 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 91,35591.4k $5.7m $5.7m 0.01% Reduced -16.6k -16,622
34 Anderson Financial Strategies, LLC 3.35% of their portfolio DAYTON, OH 87,41387.4k $5.5m $5.5m 3.35% Added +11.5k +11,466
35 USAdvisors Wealth Management, LLC 1.81% of their portfolio EDEN PRAIRIE, MN 82,66582.7k $5.2m $5.2m 1.81% Added +12.2k +12,179
36 Snowden Capital Advisors LLC 0.16% of their portfolio New York, NY 81,29381.3k $5.1m $5.1m 0.16% Added +10.6k +10,649
37 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 80,19480.2k $5.0m $5.0m 0.02% Reduced -62.9k -62,893
38 Archvest Wealth Advisors, Inc. 4.00% of their portfolio CONCORD, CA 77,09177.1k $4.8m $4.8m 4.00% New
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 76,72576.7k $4.8m $4.8m 0.01% New
40 ADAPT WEALTH ADVISORS, LLC 2.33% of their portfolio ATLANTA, GA 75,98276.0k $4.8m $4.8m 2.33% Added +5.5k +5,459
41 TITLEIST ASSET MANAGEMENT, LLC 0.55% of their portfolio SAN ANTONIO, TX 75,46475.5k $4.7m $4.7m 0.55% Added +1.3k +1,335
42 HARBOUR INVESTMENTS, INC. 0.13% of their portfolio MADISON, WI 71,94471.9k $4.5m $4.5m 0.13% Reduced -36.2k -36,177
43 GPS Wealth Strategies Group, LLC 0.59% of their portfolio CENTENNIAL, CO 69,11669.1k $4.3m $4.3m 0.59% Added +7.6k +7,580
44 SMITH, MOORE & CO. 0.38% of their portfolio CLAYTON, MO 66,26166.3k $4.2m $4.2m 0.38% Reduced -637 -637
45 Fiduciary Alliance LLC 0.40% of their portfolio GREENVILLE, SC 65,48265.5k $4.1m $4.1m 0.40% Added +33.5k +33,537
46 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 60,28960.3k $3.8m $3.8m 0.00% Reduced -81.5k -81,522
47 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 59,58259.6k $3.7m $3.7m 0.03% Added +28.6k +28,631
48 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 54,73054.7k $3.4m $3.4m 0.00% New
49 Nova Wealth Management, Inc. 1.44% of their portfolio BONITA SPRINGS, FL 51,94851.9k $3.3m $3.3m 1.44% Added +30.0k +29,990
50 Prostatis Group LLC 1.01% of their portfolio HANOVER, MD 51,23651.2k $3.2m $3.2m 1.01% Added +14.1k +14,132
51 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 49,90849.9k $3.1m $3.1m 0.02% Added +9.5k +9,482
52 THEORY FINANCIAL LLC 1.31% of their portfolio FORT COLLINS, CO 49,49949.5k $3.1m $3.1m 1.31% Added +318 +318
53 Noble Wealth Management PBC 2.09% of their portfolio GREENWOOD VILLAGE, CO 48,69748.7k $3.1m $3.1m 2.09% Added +7.8k +7,779
54 Sculati Wealth Management, LLC 1.23% of their portfolio Bloomfield Hills, MI 48,44248.4k $3.0m $3.0m 1.23% Added +771 +771
55 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1.67% of their portfolio DUNMORE, PA 46,66646.7k $2.9m $2.9m 1.67% Added +27.1k +27,061
56 Prime Capital Investment Advisors, LLC 0.03% of their portfolio OVERLAND PARK, KS 45,05945.1k $2.8m $2.8m 0.03% Added +4.6k +4,575
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,69744.7k $2.8m $2.8m 0.00% Added +3.8k +3,819
58 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 43,15543.2k $2.7m $2.7m 0.03% Added +9.1k +9,072
59 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 42,72442.7k $2.7m $2.7m 0.03% Added +24.9k +24,874
60 Cobblestone Asset Management LLC 1.50% of their portfolio RICHMOND, VA 40,98741.0k $2.6m $2.6m 1.50% Added +5.4k +5,360
61 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 40,68040.7k $2.6m $2.6m 0.00% Added +10.2k +10,212
62 CW Advisors, LLC 0.03% of their portfolio BOSTON, MA 37,06937.1k $2.3m $2.3m 0.03% New
63 IFG Advisory, LLC 0.11% of their portfolio ATLANTA, GA 32,37032.4k $2.0m $2.0m 0.11% Added +10.2k +10,205
64 MARSHALL INVESTMENT MANAGEMENT, LLC 1.22% of their portfolio LITTLETON, CO 31,28931.3k $2.0m $2.0m 1.22% Reduced -2.3k -2,320
65 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 31,12331.1k $2.0m $2.0m 0.12% Added +6.4k +6,422
66 VestGen Advisors, LLC 0.09% of their portfolio CHICAGO, IL 30,83430.8k $1.9m $1.9m 0.09% First filing
67 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 29,91229.9k $1.9m $1.9m 0.01% Added +15.9k +15,918
68 RFG Advisory, LLC 0.05% of their portfolio BIRMINGHAM, AL 29,84729.8k $1.9m $1.9m 0.05% Reduced -24.5k -24,460
69 Tolleson Wealth Management, Inc. 0.36% of their portfolio DALLAS, TX 29,46829.5k $1.8m $1.8m 0.36% Unchanged
70 KINGSWOOD WEALTH ADVISORS, LLC 0.16% of their portfolio SAN DIEGO, CA 28,45828.5k $1.8m $1.8m 0.16% Added +10.9k +10,925
71 New Insight Wealth Advisors 0.80% of their portfolio SAN RAMON, CA 28,03028.0k $1.8m $1.8m 0.80% Added +9.3k +9,319
72 PFG Advisors 0.10% of their portfolio Phoenix, AZ 27,33227.3k $1.7m $1.7m 0.10% Added +383 +383
73 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 26,59226.6k $1.7m $1.7m 0.03% Reduced -2.3k -2,322
74 JBR Co Financial Management Inc 0.95% of their portfolio ARDMORE, OK 25,79725.8k $1.6m $1.6m 0.95% Added +7.1k +7,141
75 Accel Wealth Management 0.54% of their portfolio WAVERLY, IA 24,00024.0k $1.5m $1.5m 0.54% Added +4.2k +4,207
76 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 22,74122.7k $1.4m $1.4m 0.01% Unchanged
77 Lodestone Wealth Management LLC 0.75% of their portfolio SPOKANE, WA 22,61122.6k $1.4m $1.4m 0.75% Added +1.1k +1,084
78 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 22,13722.1k $1.5m $1.5m 0.03% Unchanged
79 Total Clarity Wealth Management, Inc. 0.46% of their portfolio ST. CHARLES, IL 21,42321.4k $1.4m $1.4m 0.46% Unchanged
80 Institute for Wealth Management, LLC. 0.17% of their portfolio DENVER, CO 21,39321.4k $1.3m $1.3m 0.17% Unchanged
81 Ausdal Financial Partners, Inc. 0.10% of their portfolio Davenport, IA 21,39221.4k $1.3m $1.3m 0.10% Reduced -766 -766
82 SFI Advisors, LLC 0.94% of their portfolio Montclair, NJ 20,21020.2k $1.3m $1.3m 0.94% New
83 Vantage Financial Partners, LLC 0.31% of their portfolio ELM GROVE, WI 19,62919.6k $1.2m $1.2m 0.31% Added +3.5k +3,452
84 INTEGRITY ALLIANCE, LLC. 0.05% of their portfolio Urbandale, IA 19,47919.5k $1.2m $1.2m 0.05% New
85 Anson Capital, Inc. 1.01% of their portfolio TYRONE, GA 18,80218.8k $1.2m $1.2m 1.01% Added +2.6k +2,639
86 Mascagni Wealth Management, Inc. 1.16% of their portfolio CLINTON, MS 18,58818.6k $1.2m $1.2m 1.16% Unchanged
87 Apollon Financial, LLC 0.26% of their portfolio MOUNT PLEASANT, SC 17,94817.9k $1.1m $1.1m 0.26% Added +1.0k +1,031
88 Betterment LLC 0.00% of their portfolio NEW YORK, NY 17,53517.5k $1.1m $1.1m 0.00% Added +1.6k +1,569
89 FLP Wealth Management, LLC 3.47% of their portfolio BENTONVILLE, AR 17,42217.4k $1.1m $1.1m 3.47% Added +116 +116
90 Paragon Private Wealth Management, LLC 0.49% of their portfolio LEXINGTON, KY 16,98317.0k $1.1m $1.1m 0.49% New
91 RWA WEALTH PARTNERS, LLC 0.01% of their portfolio BOSTON, MA 16,40816.4k $1.0m $1.0m 0.01% New
92 LOWERY THOMAS, LLC 0.69% of their portfolio PEBBLE BEACH, CA 16,18016.2k $1.0m $1.0m 0.69% Reduced -69 -69
93 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 16,11216.1k $1.0m $1.0m 0.00% Added +7.9k +7,916
94 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 15,98516.0k $1.0m $1.0m 0.03% Added +2.2k +2,210
95 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 15,91815.9k $998.9k $998.9k 0.01% Added +1.9k +1,924
96 MFA WEALTH ADVISORS, LLC 0.24% of their portfolio PITTSBURGH, PA 15,57015.6k $977.0k $977.0k 0.24% New
97 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 15,32515.3k $961.6k $961.6k 0.08% Reduced -290 -290
98 Kozak & Associates, Inc. 0.22% of their portfolio HIGHLANDS RANCH, CO 15,14915.1k $897.9k $897.9k 0.22% Reduced -1.6k -1,566
99 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 14,41214.4k $904.4k $904.4k 0.03% New
100 Sound Income Strategies, LLC 0.05% of their portfolio FT LAUDERDALE, FL 14,39114.4k $903.0k $903.0k 0.05% New