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 144 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $476 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Virtus Family Office LLC
El Paso, TX |
Aug 09, 2024 Q2 2024 |
4,263
shares
|
$233,271
0.31% of portfolio
|
Q2 2024
New holding
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 22, 2024 Q2 2024 |
4,248
shares
|
$232,450
0.23% of portfolio
|
Q4 2023
New holding
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
3,975
shares
|
$217,512
0.0% of portfolio
|
Q2 2024
Added 12.45%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$203,175
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
2,412
shares
|
$131,984
0.0% of portfolio
|
Q2 2024
Added 37.36%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,337
shares
|
$127,880
0.0% of portfolio
|
Q4 2023
Added 543.8%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
2,000
shares
|
$109,440
0.02% of portfolio
|
Q3 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,979
shares
|
$108,290
0.0% of portfolio
|
Q1 2024
Added 41.86%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,805
shares
|
$98,769
0.01% of portfolio
|
Q1 2024
Reduced 39.28%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,769
shares
|
$96,799
0.01% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$76,717
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,367
shares
|
$74,802
0.02% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
1,178
shares
|
$64,460
0.02% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$62,435
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
1,083
shares
|
$59,261
0.04% of portfolio
|
Q2 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
1,008
shares
|
$55,157
0.0% of portfolio
|
Q2 2024
Reduced 92.24%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,001
shares
|
$54,774
0.0% of portfolio
|
Q2 2024
Added 8.22%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
820
shares
|
$44,870
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
707
shares
|
$38,687
0.02% of portfolio
|
Q2 2024
Added 64.42%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,936
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
675
shares
|
$36,936
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$36,936
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
650
shares
|
$35,568
0.0% of portfolio
|
Q4 2019
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
451
shares
|
$24,678
0.0% of portfolio
|
Q2 2024
Added 2.97%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
359
shares
|
$19,644
0.01% of portfolio
|
Q2 2024
New holding
|