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 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
12,468
shares
|
$673,022
0.0% of portfolio
|
Q3 2024
Added 1136.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
12,070
shares
|
$651,538
0.04% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,126
shares
|
$600,581
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,460
shares
|
$564,630
0.05% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
10,114
shares
|
$545,953
0.14% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$532,512
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,740
shares
|
$525,765
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
9,725
shares
|
$524,955
0.02% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,381
shares
|
$506,386
0.02% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,281
shares
|
$500,988
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,040
shares
|
$487,979
0.01% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,913
shares
|
$481,123
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$468,546
0.35% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
8,496
shares
|
$458,614
0.28% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$439,667
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$423,689
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
7,352
shares
|
$396,860
0.15% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,076
shares
|
$381,962
0.07% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,911
shares
|
$373,055
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,576
shares
|
$354,972
0.01% of portfolio
|
Q1 2023
Added 12.09%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,860
shares
|
$316,322
0.04% of portfolio
|
Q3 2024
Reduced 31.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
5,465
shares
|
$295,000
0.0% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$291,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,114
shares
|
$276,053
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$269,900
0.01% of portfolio
|
Q2 2024
New holding
|