Purchases and Sales Made in Q1 2024 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 2024. 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 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
125K+ 369.81% |
$6.3M - $7.1M
|
158K
$8.71M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
116K+ 36.05% |
$5.85M - $6.59M
|
437K
$24M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113KNew |
$5.7M - $6.42M
|
113K
$6.2M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.1K+ 731.75% |
$3.59M - $4.05M
|
80.8K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.2K+ 14.36% |
$3.44M - $3.88M
|
543K
$29.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
56.3K+ 29.85% |
$2.85M - $3.21M
|
245K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.4K+ 3.39% |
$2.49M - $2.81M
|
1.51M
$82.8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.9K+ 719.83% |
$1.96M - $2.21M
|
44.3K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.5K+ 23.42% |
$1.89M - $2.14M
|
198K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.5K+ 77.87% |
$1.74M - $1.96M
|
78.8K
$4.33M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.5K+ 13.57% |
$1.64M - $1.85M
|
272K
$15M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.9K+ 61.07% |
$1.51M - $1.7M
|
78.8K
$4.33M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.9KNew |
$1.05M - $1.19M
|
20.9K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.2K+ 14.21% |
$921K - $1.04M
|
146K
$8.06M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 10.28% |
$797K - $898K
|
169K
$9.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.4K+ 10.61% |
$776K - $874K
|
160K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$705K - $794K
|
13.9K
$767K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13KNew |
$657K - $740K
|
13K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
12.3K+ 6.31% |
$620K - $699K
|
207K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2K+ 6.98% |
$567K - $639K
|
172K
$9.46M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
9.43K+ 3.91% |
$477K - $537K
|
250K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95K+ 20.23% |
$452K - $510K
|
53.2K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.85KNew |
$447K - $504K
|
8.85K
$487K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.74K+ 110.98% |
$442K - $498K
|
16.6K
$914K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.13K+ 29.66% |
$411K - $463K
|
35.6K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7.85KNew |
$397K - $447K
|
7.85K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
7.66K+ 59.94% |
$387K - $436K
|
20.4K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.43K+ 22.51% |
$375K - $423K
|
40.4K
$2.22M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6.67K+ 173.52% |
$337K - $380K
|
10.5K
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
6.39K+ 12.99% |
$323K - $364K
|
55.6K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.18KNew |
$312K - $352K
|
6.18K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.14KNew |
$310K - $350K
|
6.14K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.22K+ 9.85% |
$264K - $297K
|
58.2K
$3.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.72K+ 12.76% |
$238K - $269K
|
41.7K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.35K+ 15.52% |
$220K - $248K
|
32.4K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.14KNew |
$209K - $236K
|
4.14K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.92K+ 2.48% |
$198K - $223K
|
162K
$8.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.91K+ 2.83% |
$198K - $223K
|
142K
$7.81M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.58KNew |
$181K - $204K
|
3.58K
$197K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.54KNew |
$179K - $201K
|
3.54K
$194K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.53K+ 2.99% |
$178K - $201K
|
122K
$6.69M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.37K+ 8.89% |
$170K - $192K
|
41.2K
$2.27M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.83K+ 4.91% |
$143K - $161K
|
60.5K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.79K+ 58.86% |
$141K - $159K
|
7.54K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.24K+ 14.31% |
$113K - $128K
|
17.9K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.73K+ 35.21% |
$87.3K - $98.4K
|
6.64K
$365K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 8.98% |
$82.1K - $92.5K
|
19.7K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 12.99% |
$66.3K - $74.8K
|
11.4K
$628K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.27K+ 30.09% |
$64.2K - $72.4K
|
5.5K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.09K+ 1.64% |
$54.9K - $61.9K
|
67.3K
$3.7M
|