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 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$251,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,838
shares
|
$243,786
0.05% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
4,660
shares
|
$234,817
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,473
shares
|
$225,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,455
shares
|
$224,487
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,287
shares
|
$216,021
0.01% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,081
shares
|
$205,641
0.0% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$187,098
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,477
shares
|
$124,816
0.01% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,337
shares
|
$117,761
0.0% of portfolio
|
Q4 2023
Added 543.8%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
2,000
shares
|
$100,780
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,891
shares
|
$95,287
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,883
shares
|
$94,884
0.01% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,847
shares
|
$93,070
0.0% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,500
shares
|
$75,585
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$70,646
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,270
shares
|
$63,995
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,197
shares
|
$60,316
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,155
shares
|
$58,200
0.0% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$57,494
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
890
shares
|
$44,847
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
836
shares
|
$42,126
0.0% of portfolio
|
Q1 2025
Added 132.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
680
shares
|
$34,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$34,013
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$34,013
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|