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 138 institutions that hold shares in the stock, with a total of 6.68 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
20,602
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
19,803
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 24.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,049
shares
|
$989,085
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
17,691
shares
|
$969,466
0.22% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$961,192
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,395
shares
|
$953,246
0.19% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
16,966
shares
|
$929,736
0.52% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
16,711
shares
|
$915,762
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,552
shares
|
$907,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
15,545
shares
|
$851,866
0.0% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,987
shares
|
$821,287
0.0% of portfolio
|
Q2 2025
Reduced 37.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,037
shares
|
$769,227
0.0% of portfolio
|
Q2 2025
Added 243.96%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
13,537
shares
|
$741,827
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,389
shares
|
$733,717
0.05% of portfolio
|
Q2 2025
Reduced 52.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,237
shares
|
$725,387
0.0% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,779
shares
|
$700,289
0.03% of portfolio
|
Q2 2025
Reduced 68.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12,764
shares
|
$699,467
0.0% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
11,259
shares
|
$616,993
0.05% of portfolio
|
Q2 2025
Reduced 22.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,823
shares
|
$593,100
0.0% of portfolio
|
Q2 2025
Reduced 30.75%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
10,677
shares
|
$585,099
0.41% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,650
shares
|
$583,620
0.42% of portfolio
|
Q2 2025
Added 21.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,486
shares
|
$574,632
0.04% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,373
shares
|
$568,440
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$540,602
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,740
shares
|
$533,752
0.06% of portfolio
|
Q2 2020
New holding
|