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 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
26,400
shares
|
$1.33 Million
0.8% of portfolio
|
Q1 2025
Added 47.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
24,290
shares
|
$1.22 Million
1.2% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
24,280
shares
|
$1.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
24,176
shares
|
$1.22 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
24,066
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
22,564
shares
|
$1.14 Million
0.18% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
21,744
shares
|
$1.1 Million
0.8% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,494
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
21,002
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,391
shares
|
$977,112
0.0% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,098
shares
|
$962,348
0.0% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,678
shares
|
$941,184
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
17,732
shares
|
$893,515
0.62% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$883,840
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,300
shares
|
$871,747
0.0% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
16,675
shares
|
$840,253
0.69% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,552
shares
|
$834,055
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
15,630
shares
|
$787,595
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
14,549
shares
|
$733,124
0.06% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
13,537
shares
|
$682,129
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,611
shares
|
$635,468
0.02% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,119
shares
|
$610,676
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,898
shares
|
$599,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
11,178
shares
|
$563,259
0.4% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
10,841
shares
|
$546,277
0.03% of portfolio
|
Q1 2025
Reduced 10.48%
|