Ficha del valor · trimestre archivado
XSMO
Invesco S&P SmallCap Momentum ETF · Financial Services · Asset Management - Global
47Tenedores rastreados
+2Δ titulares
13.15MAcciones mantenidas
$947.98MValor declarado
+3Nuevas posiciones
−1Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +4.4% ·
flujo de acciones +1.5% ·
nuevas posiciones netas +4.3%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 115.03K | $9.35M | n/a | n/a |
| Q2 2026 | 47 | +2 | 14.72M | $1.38B | +4 | −2 |
| Q1 2026 | 46 | -1 | 13.23M | $1.01B | +4 | −5 |
| Q4 2025 | 47 | +2 | 13.15M | $947.98M | +3 | −1 |
| Q3 2025 | 5 | -1 | 777.16K | $57.18M | n/a | −1 |
| Q2 2025 | 4 | 0 | 19.33K | $1.31M | +2 | −2 |
| Q1 2025 | 3 | 0 | 79.44K | $4.98M | +2 | −2 |
| Q4 2024 | 3 | -1 | 16.09K | $1.06M | +1 | −2 |
| Q3 2024 | 4 | +3 | 32.78K | $2.17M | +3 | n/a |
| Q2 2024 | 1 | n/a | 12.70K | $762,635 | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.17M | n/a | $156.37M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.73M | n/a | $124.64M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 3 | Envestnet Asset Management Inc | 1.63M | n/a | $117.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.23M | n/a | $88.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 942.70K | +23.7% | $67.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Wells Fargo & Company/Mn | 835.23K | n/a | $60.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 810.57K | n/a | $58.37M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 581.64K | n/a | $41.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 435.33K | n/a | $32.28M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 413.53K | n/a | $29.78M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 405.74K | n/a | $29.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 294.25K | n/a | $21.19M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 261.00K | n/a | $18.79M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 255.06K | n/a | $18.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 223.17K | n/a | $16.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 190.75K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 157.35K | n/a | $11.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 151.19K | n/a | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 108.02K | n/a | $7.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 90.90K | n/a | $6.55M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 55.43K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 30.54K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 24.96K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Rockefeller Capital Management L.P. | 22.42K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 12.21K | n/a | $879,238 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 10.83K | Nuevo | $779,940 | 0.0% | New | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 9.64K | n/a | $694,090 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Focus Partners Wealth | 7.34K | n/a | $528,770 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 6.23K | n/a | $448,334 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 5.62K | n/a | $405,092 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | AQR Capital Management ✦ | 5.56K | -2.8% | $400,177 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Hrt Financial Lp | 5.19K | n/a | $373,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.41K | +27.1% | $317,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 4.25K | n/a | $306,403 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Brown Advisory Inc | 4.01K | n/a | $288,616 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 3.88K | n/a | $279,066 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 3.08K | n/a | $221,791 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 2.99K | +431.5% | $215,094 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | D. E. Shaw & Co. ✦ | 2.79K | Nuevo | $200,908 | 0.0% | New | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 2.55K | n/a | $183,700 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.43K | n/a | $174,875 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 1.35K | n/a | $97,214 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.15K | n/a | $82,812 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Bank Of Montreal /Can/ | 868 | n/a | $62,505 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | BlackRock ✦ (pasivo) | 337 | Nuevo | $24,267 | 0.0% | New | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 130 | n/a | $9,354 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 7 | n/a | $504 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Citadel Advisors | $779,940 | 0.0% |
| D. E. Shaw & Co. | $200,908 | 0.0% |
| BlackRock | $24,267 | 0.0% |
Posición cerrada
| Renaissance Technologies | $397,278 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 289 tenedores, 21.32M acciones, $1.57B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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