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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,704
shares
|
$531,779
0.11% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,622
shares
|
$527,285
0.02% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,202
shares
|
$504,269
0.0% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
9,094
shares
|
$498,351
0.09% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
8,986
shares
|
$492,432
0.31% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
8,920
shares
|
$488,816
0.03% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$446,346
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
7,991
shares
|
$437,906
0.06% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$430,125
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,563
shares
|
$414,452
0.0% of portfolio
|
Q2 2025
Reduced 64.81%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,440
shares
|
$352,912
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,001
shares
|
$328,854
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,984
shares
|
$327,923
0.01% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,689
shares
|
$311,757
0.01% of portfolio
|
Q2 2025
Reduced 46.07%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,377
shares
|
$294,659
0.08% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$274,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$274,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,455
shares
|
$244,134
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,376
shares
|
$239,804
0.0% of portfolio
|
Q2 2025
Reduced 33.36%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
4,284
shares
|
$234,763
0.05% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,180
shares
|
$229,064
0.01% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,153
shares
|
$227,584
0.0% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
3,951
shares
|
$216,514
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,753
shares
|
$205,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,740
shares
|
$204,952
0.02% of portfolio
|
Q3 2025
New holding
|