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 138 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
68,469
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Added 73.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
68,059
shares
|
$3.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
67,416
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
64,234
shares
|
$3.52 Million
2.62% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
61,918
shares
|
$3.39 Million
0.31% of portfolio
|
Q1 2025
Reduced 25.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
54,416
shares
|
$2.98 Million
0.89% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,481
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
47,386
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
46,595
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
46,084
shares
|
$2.53 Million
0.33% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
45,468
shares
|
$2.49 Million
0.03% of portfolio
|
Q2 2025
Added 59.79%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
44,178
shares
|
$2.42 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
35,711
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
34,403
shares
|
$1.89 Million
1.39% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
32,068
shares
|
$1.76 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
31,938
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
30,000
shares
|
$1.64 Million
0.28% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
29,685
shares
|
$1.63 Million
3.09% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,055
shares
|
$1.54 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
27,283
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
26,725
shares
|
$1.46 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
24,312
shares
|
$1.33 Million
0.82% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
24,282
shares
|
$1.33 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,238
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
21,349
shares
|
$1.17 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.72%
|