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 144 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $476 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
65,476
shares
|
$3.58 Million
1.15% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2024 Q2 2024 |
61,456
shares
|
$3.36 Million
1.84% of portfolio
|
Q2 2024
Added 1.58%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
60,600
shares
|
$3.32 Million
0.47% of portfolio
|
Q2 2024
Added 9.05%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
51,704
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Added 25.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
48,906
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.91%
|
|
Marshall Financial Group LLC
|
Jul 19, 2024 Q2 2024 |
47,196
shares
|
$2.58 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
45,741
shares
|
$2.5 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
44,894
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Added 9.65%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
42,320
shares
|
$2.32 Million
0.53% of portfolio
|
Q2 2024
Added 1.53%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
41,843
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2024
Added 3.55%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
37,685
shares
|
$2.06 Million
0.34% of portfolio
|
Q2 2024
Added 6.0%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
36,841
shares
|
$2.02 Million
1.56% of portfolio
|
Q2 2024
New holding
|
|
Fortress Wealth Management, Inc.
|
Jul 16, 2024 Q2 2024 |
35,887
shares
|
$1.96 Million
1.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
33,456
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Added 3.26%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
33,207
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 3.83%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
30,461
shares
|
$1.67 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
30,015
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 32.23%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
30,000
shares
|
$1.64 Million
0.31% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
28,534
shares
|
$1.56 Million
0.1% of portfolio
|
Q2 2024
Added 19.51%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
27,363
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
26,862
shares
|
$1.47 Million
0.28% of portfolio
|
Q2 2024
Reduced 90.12%
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 01, 2024 Q2 2024 |
26,497
shares
|
$1.45 Million
0.51% of portfolio
|
Q2 2024
Added 59.42%
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jul 25, 2024 Q2 2024 |
26,470
shares
|
$1.45 Million
0.96% of portfolio
|
Q2 2024
New holding
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
25,358
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2024
Added 89.15%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
23,565
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|