Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Value Wit (XSVM)

XSVM Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q1 2023. 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 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
134K
+ 110.86%
$5.77M - $7M
254K $13.9M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
131K
+ 197.67%
$5.66M - $6.86M
197K $10.8M
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
77.2K
+ 370.24%
$3.33M - $4.04M
98K $5.37M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
71.9K
+ 150.91%
$3.1M - $3.76M
120K $6.55M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
31.1K
+ 30.68%
$1.34M - $1.63M
132K $7.25M
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
30.3K
+ 27.04%
$1.31M - $1.58M
142K $7.79M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
29.6K
+ 21.32%
$1.28M - $1.55M
169K $9.24M
Apr 10, 2023 Q1 2023
360 Financial, Inc.

BUY
 -
23.3K
+ 12.28%
$1.01M - $1.22M
213K $11.7M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
20.2K
+ 25.2%
$872K - $1.06M
100K $5.5M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
18.4K
+ 3.09%
$794K - $963K
613K $33.6M
May 02, 2023 Q1 2023
Del Sette Capital Management, LLC

BUY
 -
16.7K
+ 14.99%
$720K - $874K
128K $7.02M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
16.3K
+ 76.72%
$705K - $855K
37.7K $2.06M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
15.1K
New
$652K - $790K
15.1K $827K
May 15, 2023 Q1 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
10.9K
New
$470K - $570K
10.9K $597K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
10.6K
+ 58.84%
$459K - $557K
28.7K $1.57M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
7.83K
+ 5.74%
$338K - $410K
144K $7.91M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
7.83K
+ 39.19%
$338K - $410K
27.8K $1.52M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.65K
+ 81.48%
$287K - $348K
14.8K $812K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.23K
+ 0.48%
$269K - $326K
1.29M $70.9M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
6.2K
New
$267K - $324K
6.2K $340K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
5.98K
New
$258K - $313K
5.98K $328K
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
5.75K
New
$248K - $301K
5.75K $315K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
5.66K
+ 20.97%
$244K - $296K
32.6K $1.79M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.35K
+ 61.33%
$231K - $280K
14.1K $771K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
5.01K
+ 28.38%
$216K - $262K
22.6K $1.24M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
4.71K
+ 17.42%
$203K - $246K
31.7K $1.74M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.5K
+ 5.21%
$194K - $235K
90.9K $4.98M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.45K
New
$192K - $233K
4.45K $244K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.65K
New
$71.2K - $86.3K
1.65K $90.4K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1.13K
New
$48.6K - $59K
1.13K $61.7K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
1.11K
+ 21.91%
$47.8K - $58K
6.17K $338K
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
839
+ 8.79%
$36.2K - $43.9K
10.4K $569K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
795
+ 12.09%
$34.3K - $41.6K
7.37K $404K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
619
+ 4.18%
$26.7K - $32.4K
15.4K $845K
Jan 02, 2024 Q1 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
619
+ 8.14%
$26.7K - $32.4K
8.23K $451K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
448
+ 1.32%
$19.3K - $23.4K
34.4K $1.88M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
427
+ 7.89%
$18.4K - $22.3K
5.84K $320K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
424
+ 1.27%
$18.3K - $22.2K
33.8K $1.85M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
393
New
$17K - $20.6K
393 $21.5K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
383
+ 1.28%
$16.5K - $20K
30.3K $1.66M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
252
+ 1.14%
$10.9K - $13.2K
22.3K $1.22M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
161
New
$6.94K - $8.42K
161 $8.82K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
145
New
$6.25K - $7.58K
145 $7.94K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
140
New
$6.04K - $7.32K
140 $7.67K
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
133
New
$5.74K - $6.96K
133 $7.28K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
100
New
$4.31K - $5.23K
100 $5.48K
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
4
+ 0.04%
$173 - $209
9.23K $506K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

SELL
 -
-2
- 1.75%
$86.3 - $105
112 $6.13K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

SELL
 -
-26
- 2.31%
$1.12K - $1.36K
1.1K $60.2K

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