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 151 institutions that hold shares in the stock, with a total of 9.77 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
28,262
shares
|
$1.41 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,055
shares
|
$1.4 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
27,917
shares
|
$1.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
24,923
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 63.62%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,537
shares
|
$1.23 Million
0.71% of portfolio
|
Q4 2024
Added 379.8%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,414
shares
|
$1.22 Million
0.87% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
22,702
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 45.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
22,649
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
22,564
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
21,632
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,535
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,914
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,422
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
20,160
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
18,668
shares
|
$933,773
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Del Sette Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
18,644
shares
|
$932,572
0.84% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
17,848
shares
|
$892,756
0.61% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$877,350
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
17,456
shares
|
$873,149
0.71% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
16,845
shares
|
$842,586
0.01% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,552
shares
|
$827,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
16,313
shares
|
$815,976
0.05% of portfolio
|
Q4 2024
Reduced 45.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
15,596
shares
|
$780,111
0.0% of portfolio
|
Q4 2024
Added 40.18%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
14,567
shares
|
$728,641
0.11% of portfolio
|
Q4 2024
Reduced 31.37%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,175
shares
|
$709,033
0.63% of portfolio
|
Q4 2024
New holding
|