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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,082
shares
|
$704,381
0.01% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,689
shares
|
$684,723
0.06% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
13,537
shares
|
$677,120
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,611
shares
|
$630,802
0.02% of portfolio
|
Q1 2025
Added 32.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,333
shares
|
$616,896
0.01% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
12,110
shares
|
$605,742
0.04% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,344
shares
|
$567,426
0.01% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,294
shares
|
$564,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,141
shares
|
$557,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
10,556
shares
|
$528,011
0.18% of portfolio
|
Q4 2024
Reduced 64.59%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
10,556
shares
|
$528,011
0.13% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$493,447
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,754
shares
|
$487,895
0.01% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,740
shares
|
$487,194
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,725
shares
|
$486,444
0.02% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,281
shares
|
$464,235
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,249
shares
|
$462,634
0.0% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
8,388
shares
|
$419,567
0.36% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$407,412
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$392,606
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,601
shares
|
$380,202
0.01% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
7,596
shares
|
$379,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
7,358
shares
|
$368,047
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,373
shares
|
$318,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,001
shares
|
$300,170
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|