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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
650
shares
|
$32,753
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
495
shares
|
$24,943
0.0% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
360
shares
|
$18,140
0.0% of portfolio
|
Q1 2025
Reduced 92.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
346
shares
|
$17,434
0.0% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
302
shares
|
$15,217
0.0% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
270
shares
|
$13,605
0.0% of portfolio
|
Q1 2025
Reduced 64.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
260
shares
|
$13,101
0.01% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
249
shares
|
$12,547
0.01% of portfolio
|
Q1 2025
Reduced 99.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
166
shares
|
$8,364
0.0% of portfolio
|
Q1 2025
Reduced 87.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
100
shares
|
$5,039
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
87
shares
|
$4,383
0.0% of portfolio
|
Q1 2025
Reduced 60.45%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
15
shares
|
$755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
7
shares
|
$352
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|