Theory Financial LLC Has $3.75 Million Stock Position in Invesco S&P SmallCap Momentum ETF $XSMO

Theory Financial LLC lifted its position in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMOFree Report) by 14.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,125 shares of the company’s stock after buying an additional 6,465 shares during the quarter. Invesco S&P SmallCap Momentum ETF comprises approximately 1.3% of Theory Financial LLC’s holdings, making the stock its 25th largest position. Theory Financial LLC’s holdings in Invesco S&P SmallCap Momentum ETF were worth $3,752,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the business. Beacon Capital Management Inc. bought a new position in shares of Invesco S&P SmallCap Momentum ETF in the second quarter valued at about $27,000. Harbor Asset Planning Inc. acquired a new stake in shares of Invesco S&P SmallCap Momentum ETF in the second quarter valued at about $40,000. Parkside Financial Bank & Trust bought a new position in shares of Invesco S&P SmallCap Momentum ETF in the 2nd quarter valued at about $41,000. Godsey & Gibb Inc. acquired a new stake in shares of Invesco S&P SmallCap Momentum ETF during the 3rd quarter worth about $57,000. Finally, Whittier Trust Co. bought a new stake in Invesco S&P SmallCap Momentum ETF in the 2nd quarter valued at about $61,000.

Invesco S&P SmallCap Momentum ETF Stock Performance

Shares of NYSEARCA:XSMO opened at $77.38 on Friday. The company has a market capitalization of $2.24 billion, a PE ratio of 19.29 and a beta of 1.07. The company has a fifty day moving average of $73.37 and a 200-day moving average of $72.05. Invesco S&P SmallCap Momentum ETF has a 52-week low of $53.89 and a 52-week high of $77.90.

Invesco S&P SmallCap Momentum ETF Profile

(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.

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Institutional Ownership by Quarter for Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO)

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