Gratus Wealth Advisors LLC boosted its holdings in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 6.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 520,253 shares of the company’s stock after buying an additional 29,366 shares during the period. Invesco S&P SmallCap Momentum ETF accounts for 5.7% of Gratus Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Gratus Wealth Advisors LLC’s holdings in Invesco S&P SmallCap Momentum ETF were worth $39,550,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in XSMO. GHP Investment Advisors Inc. acquired a new position in shares of Invesco S&P SmallCap Momentum ETF in the first quarter worth $29,000. Your Advocates Ltd. LLP purchased a new stake in shares of Invesco S&P SmallCap Momentum ETF during the first quarter worth $32,000. High Note Wealth LLC acquired a new stake in shares of Invesco S&P SmallCap Momentum ETF in the fourth quarter valued at $33,000. Allworth Financial LP raised its stake in shares of Invesco S&P SmallCap Momentum ETF by 350.3% in the fourth quarter. Allworth Financial LP now owns 680 shares of the company’s stock valued at $49,000 after acquiring an additional 529 shares in the last quarter. Finally, Blair William & Co. IL boosted its holdings 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 during the period.
Invesco S&P SmallCap Momentum ETF Stock Performance
NYSEARCA:XSMO opened at $89.12 on Monday. Invesco S&P SmallCap Momentum ETF has a 12-month low of $66.16 and a 12-month high of $93.68. The firm has a market cap of $3.05 billion, a PE ratio of 19.29 and a beta of 1.08. The stock has a fifty day moving average price of $88.25 and a 200 day moving average price of $81.67.
Invesco S&P SmallCap Momentum ETF Company Profile
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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