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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,950
shares
|
$297,619
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
5,894
shares
|
$294,817
0.08% of portfolio
|
Q4 2024
Added 25.32%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,470
shares
|
$273,609
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$250,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,859
shares
|
$243,047
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4,838
shares
|
$241,996
0.05% of portfolio
|
Q4 2024
Reduced 31.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,777
shares
|
$238,945
0.0% of portfolio
|
Q4 2024
Added 1226.94%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,455
shares
|
$222,839
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,287
shares
|
$214,435
0.01% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,798
shares
|
$189,975
0.0% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,782
shares
|
$189,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,740
shares
|
$187,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$185,724
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,429
shares
|
$121,498
0.01% of portfolio
|
Q4 2024
Added 37.31%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,337
shares
|
$116,896
0.0% of portfolio
|
Q4 2023
Added 543.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,280
shares
|
$114,045
0.01% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$100,040
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,960
shares
|
$98,039
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,891
shares
|
$94,587
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,500
shares
|
$75,030
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$70,128
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,367
shares
|
$68,377
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,187
shares
|
$59,373
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$57,072
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
983
shares
|
$49,169
0.0% of portfolio
|
Q4 2024
New holding
|