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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.1K- 29.09% |
$1.49M - $1.68M
|
73.4K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.7K- 88.53% |
$2.5M - $2.83M
|
6.57K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-63.4K- 37.97% |
$3.13M - $3.54M
|
104K
$5.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66K- 32.11% |
$3.26M - $3.69M
|
140K
$7.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.9K- 52.18% |
$3.85M - $4.36M
|
71.4K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-96.4K- 13.76% |
$4.75M - $5.39M
|
604K
$30.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-117K- 99.79% |
$5.78M - $6.55M
|
249
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-159K- 21.75% |
$7.85M - $8.9M
|
573K
$28.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-454K- 26.98% |
$22.4M - $25.4M
|
1.23M
$61.9M
|