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 136 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
66,017
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
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 |
Nov 05, 2025 Q3 2025 |
58,426
shares
|
$3.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,351
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
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%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
48,350
shares
|
$2.65 Million
0.35% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
48,171
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
44,485
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
44,178
shares
|
$2.42 Million
1.1% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
42,295
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.23%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
35,497
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
34,403
shares
|
$1.88 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.
|
Nov 06, 2025 Q3 2025 |
31,866
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
31,431
shares
|
$1.72 Million
3.13% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$1.64 Million
0.28% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
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
|
$1.49 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%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
25,982
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
25,367
shares
|
$1.39 Million
0.84% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
25,247
shares
|
$1.38 Million
1.1% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.19%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
21,349
shares
|
$1.17 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.72%
|
|