Who Owns Invesco S&P SmallCap Momentum ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco S&P SmallCap Momentum ETF.
Who crossed 5% of XSMO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Sound Income Strategies, LLCS&P SMLCP MOMENT191.9K shadded | $15.6M |
| Cooper Financial GroupS&P SMLCP MOMENT80.4K shadded | $6.6M |
| MFA WEALTH ADVISORS, LLCS&P SMLCP MOMENT70.4K shadded | $5.7M |
| TITLEIST ASSET MANAGEMENT, LLCS&P SMLCP MOMENT48.4K shadded | $4M |
| Breakwater Capital GroupS&P SMLCP MOMENT13.6K shadded | $1.1M |
| Farther Finance Advisors, LLCETF5.5K shadded | $449.5K |
| CoreCap Advisors, LLCETF5K shadded | $410.3K |
| TOTH FINANCIAL ADVISORY CORPS&P SMLCP MOMENT240 sh— | $19.6K |
| Trust CoETF19 shheld | $1.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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