Lowery Thomas LLC Reduces Stock Holdings in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO)

Lowery Thomas LLC lessened its holdings in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 3.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,249 shares of the company’s stock after selling 547 shares during the period. Invesco S&P SmallCap Momentum ETF makes up 0.7% of Lowery Thomas LLC’s holdings, making the stock its 29th biggest position. Lowery Thomas LLC’s holdings in Invesco S&P SmallCap Momentum ETF were worth $1,074,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MGB Wealth Management LLC raised its stake in shares of Invesco S&P SmallCap Momentum ETF by 100.5% during the 4th quarter. MGB Wealth Management LLC now owns 401 shares of the company’s stock valued at $27,000 after buying an additional 201 shares during the last quarter. Global Retirement Partners LLC grew its holdings in Invesco S&P SmallCap Momentum ETF by 440.2% during the fourth quarter. Global Retirement Partners LLC now owns 443 shares of the company’s stock worth $29,000 after acquiring an additional 361 shares during the period. PNC Financial Services Group Inc. raised its position in Invesco S&P SmallCap Momentum ETF by 27.2% during the fourth quarter. PNC Financial Services Group Inc. now owns 1,208 shares of the company’s stock valued at $80,000 after acquiring an additional 258 shares in the last quarter. Glass Jacobson Investment Advisors llc lifted its holdings in Invesco S&P SmallCap Momentum ETF by 23.3% in the third quarter. Glass Jacobson Investment Advisors llc now owns 1,219 shares of the company’s stock valued at $81,000 after acquiring an additional 230 shares during the period. Finally, Cullen Frost Bankers Inc. purchased a new stake in Invesco S&P SmallCap Momentum ETF in the 4th quarter worth approximately $111,000.

Invesco S&P SmallCap Momentum ETF Price Performance

Shares of NYSEARCA XSMO opened at $62.11 on Monday. The stock has a market capitalization of $1.38 billion, a price-to-earnings ratio of 17.33 and a beta of 1.10. The firm’s 50 day simple moving average is $67.17 and its 200-day simple moving average is $67.41. Invesco S&P SmallCap Momentum ETF has a 12 month low of $55.99 and a 12 month high of $74.38.

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.