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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$203,472
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,612
shares
|
$197,937
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,900
shares
|
$158,920
0.01% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
2,000
shares
|
$109,600
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,797
shares
|
$98,475
0.01% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,514
shares
|
$82,967
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$82,200
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$76,829
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,384
shares
|
$75,843
0.0% of portfolio
|
Q2 2025
Reduced 25.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,203
shares
|
$65,924
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$62,526
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
961
shares
|
$52,662
0.05% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
936
shares
|
$51,292
0.0% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
725
shares
|
$39,730
0.0% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
724
shares
|
$39,675
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
680
shares
|
$37,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,990
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,990
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
650
shares
|
$35,620
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
549
shares
|
$30,085
0.0% of portfolio
|
Q3 2025
Reduced 48.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
464
shares
|
$25,427
0.0% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
360
shares
|
$19,728
0.0% of portfolio
|
Q1 2025
Reduced 92.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$18,960
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
328
shares
|
$17,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
290
shares
|
$15,892
0.0% of portfolio
|
Q3 2025
Added 0.69%
|