Purchases and Sales Made in Q2 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 Q2 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
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
126K
+ 437.18%
$5.29M - $5.91M
154K $8.5M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
62.1K
+ 63.2%
$2.61M - $2.92M
160K $8.82M
Aug 14, 2023 Q2 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
40.8K
+ 316.59%
$1.72M - $1.92M
53.7K $2.96M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
35.8K
+ 29.91%
$1.51M - $1.68M
155K $8.55M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
28.6K
+ 28.48%
$1.2M - $1.35M
129K $7.1M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
28K
+ 33.07%
$1.18M - $1.32M
113K $6.2M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
25.6K
New
$1.08M - $1.21M
25.6K $1.41M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
20.9K
+ 12.89%
$879K - $983K
183K $10.1M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
19.8K
New
$832K - $930K
19.8K $1.09M
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
14.9K
New
$627K - $701K
14.9K $820K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12K
+ 404.08%
$504K - $564K
15K $823K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
8.5K
+ 95.42%
$358K - $400K
17.4K $958K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
7.54K
+ 1.07%
$317K - $355K
709K $39M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
7.21K
+ 5.44%
$303K - $339K
140K $7.68M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
6.37K
+ 6.66%
$268K - $300K
102K $5.61M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
5.97K
New
$251K - $281K
5.97K $329K
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
5.48K
New
$230K - $258K
5.48K $301K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
4.86K
+ 78.85%
$205K - $229K
11K $607K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.65K
New
$196K - $219K
4.65K $256K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
4.5K
+ 3.17%
$189K - $212K
147K $8.07M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
3.53K
+ 1.39%
$149K - $166K
258K $14.2M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.92K
+ 5.77%
$123K - $138K
53.6K $2.95M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.62K
+ 18.64%
$110K - $123K
16.7K $919K
Mar 13, 2024 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.35K
+ 1.63%
$98.7K - $110K
147K $8.07M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.33K
+ 52.69%
$98.1K - $110K
6.76K $372K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
2.31K
+ 15.32%
$97.3K - $109K
17.4K $959K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
2.27K
+ 27.13%
$95.6K - $107K
10.6K $586K
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.64K
+ 12.6%
$69.1K - $77.3K
14.7K $807K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.56K
+ 0.5%
$65.5K - $73.3K
314K $17.3M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1.44K
+ 12.94%
$60.4K - $67.5K
12.5K $689K
Aug 11, 2023 Q2 2023
360 Financial, Inc.

BUY
 -
1.36K
+ 0.64%
$57.2K - $64K
215K $11.8M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.18K
+ 5.22%
$49.7K - $55.6K
23.8K $1.31M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
1.16K
+ 445.95%
$48.6K - $54.4K
1.41K $77.8K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.13K
New
$47.6K - $53.3K
1.13K $62.3K
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.05K
New
$44K - $49.2K
1.05K $57.5K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
894
+ 2.95%
$37.6K - $42.1K
31.2K $1.72M
Jan 12, 2024 Q2 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
603
+ 6.69%
$25.4K - $28.4K
9.62K $529K
Jul 31, 2023 Q2 2023
Del Sette Capital Management, LLC

BUY
 -
538
+ 0.42%
$22.6K - $25.3K
129K $7.08M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
403
+ 9.06%
$17K - $19K
4.85K $267K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
367
+ 2.19%
$15.4K - $17.3K
17.1K $942K
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
237
New
$9.97K - $11.2K
237 $13K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
119
+ 1.45%
$5.01K - $5.6K
8.35K $459K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
55
New
$2.31K - $2.59K
55 $3.03K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
51
New
$2.15K - $2.4K
51 $2.81K
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
46
+ 0.44%
$1.94K - $2.16K
10.4K $574K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
38
+ 2.54%
$1.6K - $1.79K
1.54K $84.5K
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
25
+ 0.02%
$1.05K - $1.18K
105K $5.79M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
23
+ 0.4%
$968 - $1.08K
5.77K $318K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
19
+ 0.06%
$799 - $894
31.7K $1.75M

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