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 142 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
23,302
shares
|
$1.28 Million
0.87% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
23,193
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
21,705
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
21,224
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
20,876
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 32.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,259
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
20,160
shares
|
$1.11 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Del Sette Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
19,205
shares
|
$1.06 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
19,201
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
18,997
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
18,502
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 138.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,493
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
18,115
shares
|
$998,136
0.93% of portfolio
|
Q3 2024
Added 218.81%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
17,861
shares
|
$984,141
0.64% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
17,779
shares
|
$979,622
0.77% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$966,454
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
16,552
shares
|
$912,015
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
15,605
shares
|
$859,835
0.0% of portfolio
|
Q3 2024
Added 174.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
15,232
shares
|
$839,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,477
shares
|
$797,682
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,960
shares
|
$769,196
0.01% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
13,537
shares
|
$745,888
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
13,475
shares
|
$742,472
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,002
shares
|
$716,410
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,765
shares
|
$703,351
0.04% of portfolio
|
Q4 2024
Reduced 1.54%
|