Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$6.1M - $6.91M
|
124K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
65.3K+ 131.92% |
$3.22M - $3.65M
|
115K
$5.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.5K+ 9.35% |
$2.1M - $2.37M
|
497K
$25M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34.6K+ 581.8% |
$1.71M - $1.94M
|
40.6K
$2.04M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 1291.03% |
$1.48M - $1.67M
|
32.3K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$1.06M - $1.2M
|
21.5K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 4.37% |
$620K - $703K
|
300K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
12.4K+ 4.39% |
$613K - $695K
|
295K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$587K - $665K
|
11.9K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 3.77% |
$498K - $565K
|
278K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.55K+ 47.92% |
$422K - $478K
|
26.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.41KNew |
$415K - $470K
|
8.41K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.59KNew |
$375K - $425K
|
7.59K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.17K+ 7.33% |
$354K - $401K
|
105K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.46K+ 10.42% |
$319K - $361K
|
68.4K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28KNew |
$261K - $295K
|
5.28K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12K+ 7.76% |
$253K - $286K
|
71K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$221K - $250K
|
4.47K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4K+ 62.72% |
$197K - $223K
|
10.4K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.8K+ 7.51% |
$187K - $212K
|
54.4K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77K+ 2.82% |
$186K - $211K
|
137K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.64K+ 8.86% |
$179K - $203K
|
44.7K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.53K+ 14.17% |
$174K - $197K
|
28.5K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.53K+ 14.38% |
$174K - $197K
|
28.1K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.12K+ 32.93% |
$154K - $175K
|
12.6K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.93K+ 3.57% |
$145K - $164K
|
85.1K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.49K+ 6.72% |
$123K - $139K
|
39.5K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.26K+ 26.97% |
$112K - $126K
|
10.7K
$537K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 3.38% |
$76.6K - $86.8K
|
47.5K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.52K+ 31.32% |
$75.1K - $85.1K
|
6.38K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.42K+ 5.04% |
$70.2K - $79.6K
|
29.7K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.42K+ 6.26% |
$69.9K - $79.2K
|
24.1K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.27KNew |
$62.7K - $71K
|
1.27K
$64K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 1.89% |
$54.3K - $61.5K
|
59.4K
$2.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
860+ 6.28% |
$42.4K - $48.1K
|
14.5K
$733K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
859+ 3.96% |
$42.4K - $48K
|
22.6K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
477+ 132.87% |
$23.5K - $26.7K
|
836
$42.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
299+ 7.91% |
$14.8K - $16.7K
|
4.08K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
276+ 1.58% |
$13.6K - $15.4K
|
17.7K
$894K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
263+ 0.78% |
$13K - $14.7K
|
34.1K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
211+ 2.16% |
$10.4K - $11.8K
|
9.97K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 8.64% |
$9.72K - $11K
|
2.48K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
179+ 3.04% |
$8.83K - $10K
|
6.07K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173+ 0.59% |
$8.54K - $9.67K
|
29.3K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172+ 17.5% |
$8.49K - $9.62K
|
1.16K
$58.2K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
68+ 0.77% |
$3.36K - $3.8K
|
8.94K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.22% |
$1.68K - $1.9K
|
15.6K
$788K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 5.49% |
$888 - $1.01K
|
346
$17.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$740 - $839
|
15
$756
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.05% |
$493 - $559
|
18.7K
$941K
|