Invesco S&P SmallCap Momentum ETF $XSMO Shares Acquired by Theory Financial LLC

Theory Financial LLC lifted its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 29.9% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 61,993 shares of the company’s stock after acquiring an additional 14,285 shares during the period. Invesco S&P SmallCap Momentum ETF accounts for approximately 1.7% of Theory Financial LLC’s portfolio, making the stock its 23rd biggest position. Theory Financial LLC’s holdings in Invesco S&P SmallCap Momentum ETF were worth $4,713,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Fifth Third Securities Inc. grew its holdings in shares of Invesco S&P SmallCap Momentum ETF by 1.3% in the fourth quarter. Fifth Third Securities Inc. now owns 14,155 shares of the company’s stock valued at $1,019,000 after purchasing an additional 180 shares during the period. Stonebridge Financial Group LLC MO raised its stake in Invesco S&P SmallCap Momentum ETF by 1.5% during the first quarter. Stonebridge Financial Group LLC MO now owns 12,148 shares of the company’s stock worth $923,000 after purchasing an additional 182 shares during the period. Mutual Advisors LLC boosted its holdings in Invesco S&P SmallCap Momentum ETF by 4.1% in the 4th quarter. Mutual Advisors LLC now owns 5,016 shares of the company’s stock valued at $361,000 after purchasing an additional 197 shares during the last quarter. Colonial River Investments LLC boosted its holdings in Invesco S&P SmallCap Momentum ETF by 2.0% in the 4th quarter. Colonial River Investments LLC now owns 9,965 shares of the company’s stock valued at $718,000 after purchasing an additional 200 shares during the last quarter. Finally, Rehmann Capital Advisory Group grew its stake in shares of Invesco S&P SmallCap Momentum ETF by 6.0% in the 3rd quarter. Rehmann Capital Advisory Group now owns 3,749 shares of the company’s stock valued at $276,000 after buying an additional 212 shares during the period.

Invesco S&P SmallCap Momentum ETF Price Performance

Shares of NYSEARCA XSMO opened at $88.75 on Thursday. The company has a 50 day simple moving average of $88.28 and a 200-day simple moving average of $81.95. The company has a market capitalization of $3.05 billion, a P/E ratio of 19.29 and a beta of 1.08. Invesco S&P SmallCap Momentum ETF has a 1 year low of $66.16 and a 1 year high of $93.68.

About Invesco S&P SmallCap Momentum ETF

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.