Sequoia Financial Advisors LLC Buys 58,483 Shares of Invesco S&P SmallCap Momentum ETF $XSMO

Posted by Jeff Wilder on May 8th, 2026

Sequoia Financial Advisors LLC lifted its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 66.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,854 shares of the company’s stock after acquiring an additional 58,483 shares during the period. Sequoia Financial Advisors LLC owned approximately 0.50% of Invesco S&P SmallCap Momentum ETF worth $10,503,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in XSMO. Hazlett Burt & Watson Inc. grew its position in Invesco S&P SmallCap Momentum ETF by 234.4% in the third quarter. Hazlett Burt & Watson Inc. now owns 535 shares of the company’s stock valued at $40,000 after purchasing an additional 375 shares in the last quarter. Comprehensive Financial Planning Inc. PA bought a new position in Invesco S&P SmallCap Momentum ETF in the third quarter valued at $49,000. Godsey & Gibb Inc. bought a new position in Invesco S&P SmallCap Momentum ETF in the third quarter valued at $57,000. Blair William & Co. IL grew its position in Invesco S&P SmallCap Momentum ETF by 10,957.1% in the third quarter. Blair William & Co. IL now owns 774 shares of the company’s stock valued at $57,000 after purchasing an additional 767 shares in the last quarter. Finally, Glass Jacobson Investment Advisors llc grew its position in Invesco S&P SmallCap Momentum ETF by 18.5% in the third quarter. Glass Jacobson Investment Advisors llc now owns 1,059 shares of the company’s stock valued at $78,000 after purchasing an additional 165 shares in the last quarter.

Invesco S&P SmallCap Momentum ETF Trading Down 1.3%

Invesco S&P SmallCap Momentum ETF stock opened at $86.55 on Friday. The company has a market cap of $2.71 billion, a P/E ratio of 19.29 and a beta of 1.11. Invesco S&P SmallCap Momentum ETF has a 1-year low of $63.23 and a 1-year high of $88.57. The company has a fifty day simple moving average of $80.03 and a 200 day simple moving average of $76.59.

About Invesco S&P SmallCap Momentum ETF

(Free Report)

The Invesco S&P SmallCap Momentum ETF (XSMO) is an exchange-traded fund that is based on the S&P Small Cap 600 Momentum index. The fund tracks an index of US small-caps stocks selected by momentum. Holdings are weighted by a combination of market cap and momentum. XSMO was launched on Mar 3, 2005 and is managed by Invesco.