Institutional Ownership Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 8.43 Million shares, which have been reported (via 13F filing form) to have a value of $442 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,505,460
shares
|
$78.9 Million
0.05% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
684,851
shares
|
$35.9 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
553,842
shares
|
$29 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
542,749
shares
|
$28.4 Million
0.0% of portfolio
|
Q1 2024
Added 14.36%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
436,648
shares
|
$22.9 Million
0.12% of portfolio
|
Q1 2024
Added 36.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
271,860
shares
|
$14.2 Million
3.3% of portfolio
|
Q1 2024
Added 13.57%
|
|
|
360 Financial, Inc.
|
May 13, 2024 Q1 2024 |
250,397
shares
|
$13.1 Million
5.55% of portfolio
|
Q1 2024
Added 3.91%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
245,096
shares
|
$12.8 Million
0.13% of portfolio
|
Q1 2024
Added 29.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
217,191
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.02%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
May 13, 2024 Q1 2024 |
206,790
shares
|
$10.8 Million
8.9% of portfolio
|
Q1 2024
Added 6.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
197,655
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2024
Added 23.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
171,858
shares
|
$9 Million
0.01% of portfolio
|
Q1 2024
Added 6.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
169,156
shares
|
$8.86 Million
0.02% of portfolio
|
Q1 2024
Added 10.28%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
161,750
shares
|
$8.47 Million
0.16% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Apr 25, 2024 Q1 2024 |
160,031
shares
|
$8.38 Million
1.5% of portfolio
|
Q1 2024
Added 10.61%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
158,362
shares
|
$8.3 Million
0.03% of portfolio
|
Q1 2024
Added 369.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
146,469
shares
|
$7.67 Million
0.03% of portfolio
|
Q1 2024
Added 14.21%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
142,021
shares
|
$7.44 Million
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
121,666
shares
|
$6.37 Million
4.4% of portfolio
|
Q1 2024
Added 2.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
112,728
shares
|
$5.9 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.72 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
101,812
shares
|
$5.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.09%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 05, 2024 Q1 2024 |
97,740
shares
|
$5.12 Million
0.82% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
80,821
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2024
Added 731.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
79,648
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.7%
|
|