Purchases and Sales Made in Q1 2022 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
418K+ 68.62% |
$21.2M - $23.3M
|
1.03M
$56.3M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
404K+ 219.35% |
$20.5M - $22.5M
|
588K
$32.2M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
240K+ 476.83% |
$12.2M - $13.4M
|
291K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
162K+ 54.69% |
$8.23M - $9.02M
|
459K
$25.1M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 20.89% |
$6.86M - $7.52M
|
783K
$42.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
113KNew |
$5.71M - $6.26M
|
113K
$6.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
99.1K+ 85.42% |
$5.03M - $5.52M
|
215K
$11.8M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.6KNew |
$3.89M - $4.26M
|
76.6K
$4.19M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
75.3KNew |
$3.82M - $4.19M
|
75.3K
$4.12M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.3K+ 28.64% |
$3.01M - $3.3M
|
266K
$14.6M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.4K+ 16.09% |
$2.71M - $2.97M
|
385K
$21.1M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
49.4K+ 257.86% |
$2.51M - $2.75M
|
68.6K
$3.75M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43K+ 319.97% |
$2.18M - $2.39M
|
56.4K
$3.09M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$2M - $2.19M
|
39.4K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.2K+ 271.77% |
$1.89M - $2.07M
|
50.9K
$2.79M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
36.3K+ 13.7% |
$1.84M - $2.02M
|
301K
$16.5M
|
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
35.8K+ 43.66% |
$1.82M - $1.99M
|
118K
$6.46M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
35.2KNew |
$1.79M - $1.96M
|
35.2K
$1.93M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.5K+ 338.16% |
$1.7M - $1.86M
|
43.4K
$2.38M
|
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
31.4KNew |
$1.59M - $1.75M
|
31.4K
$1.72M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24.7K+ 312.94% |
$1.26M - $1.38M
|
32.6K
$1.79M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
23.8KNew |
$1.21M - $1.33M
|
23.8K
$1.31M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
21.4KNew |
$1.09M - $1.19M
|
21.4K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7K+ 29.6% |
$950K - $1.04M
|
82K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.2K+ 21.93% |
$925K - $1.01M
|
101K
$5.55M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.6K+ 272.02% |
$843K - $924K
|
22.7K
$1.24M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
14.9KNew |
$758K - $831K
|
14.9K
$818K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
14.9KNew |
$754K - $827K
|
14.9K
$814K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$750K - $822K
|
14.8K
$810K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.8K+ 289.36% |
$701K - $769K
|
18.6K
$1.02M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.8KNew |
$647K - $709K
|
12.8K
$698K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5K+ 885.07% |
$635K - $696K
|
13.9K
$762K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.6K+ 25.97% |
$589K - $645K
|
56.3K
$3.08M
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.4K+ 35.8% |
$581K - $637K
|
43.4K
$2.38M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$550K - $603K
|
10.8K
$593K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.1K+ 48.95% |
$511K - $560K
|
30.6K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
9K+ 21.48% |
$457K - $501K
|
50.9K
$2.79M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.93K+ 112.9% |
$453K - $497K
|
16.8K
$922K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.19K+ 36.31% |
$415K - $455K
|
30.7K
$1.68M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.64KNew |
$388K - $425K
|
7.64K
$418K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.2K+ 69.23% |
$365K - $401K
|
17.6K
$964K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.67K+ 143.82% |
$338K - $371K
|
11.3K
$619K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.25K+ 36.76% |
$317K - $347K
|
23.2K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.1KNew |
$310K - $339K
|
6.1K
$334K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.31KNew |
$270K - $296K
|
5.31K
$291K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 2.08% |
$262K - $287K
|
253K
$13.9M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.86KNew |
$247K - $270K
|
4.86K
$266K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.63K+ 36.09% |
$235K - $257K
|
17.4K
$955K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.26KNew |
$216K - $237K
|
4.26K
$233K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.26KNew |
$216K - $237K
|
4.26K
$233K
|