Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
166K+ 11.04% |
$8.57M - $9.4M
|
1.67M
$91.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
87.7K+ 2118.83% |
$4.52M - $4.96M
|
91.8K
$5.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
68.5K+ 42.36% |
$3.53M - $3.87M
|
230K
$12.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
68.1K+ 66.91% |
$3.51M - $3.85M
|
170K
$9.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.4K+ 12.05% |
$3.37M - $3.7M
|
608K
$33.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
36.8KNew |
$1.9M - $2.08M
|
36.8K
$2.02M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.2K+ 6.0% |
$1.71M - $1.88M
|
587K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.2K+ 6.0% |
$1.71M - $1.88M
|
587K
$32.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$1.57M - $1.72M
|
30.5K
$1.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.2K+ 6.69% |
$1.51M - $1.65M
|
466K
$25.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
26.5KNew |
$1.37M - $1.5M
|
26.5K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.2K+ 9.06% |
$1.14M - $1.26M
|
267K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$1.05M - $1.15M
|
20.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
$956K - $1.05M
|
18.5K
$1.02M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
17.7K+ 8.54% |
$911K - $999K
|
224K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.5KNew |
$905K - $992K
|
17.5K
$961K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.8K+ 27.08% |
$813K - $891K
|
74K
$4.05M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 15.11% |
$630K - $690K
|
93K
$5.09M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12K+ 89.15% |
$616K - $676K
|
25.4K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.2K+ 7.65% |
$578K - $634K
|
158K
$8.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10.5K+ 25.35% |
$539K - $591K
|
51.7K
$2.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.88K+ 59.42% |
$509K - $558K
|
26.5K
$1.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.86K+ 12.38% |
$508K - $557K
|
89.5K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.84KNew |
$508K - $556K
|
9.84K
$539K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.39K+ 6.61% |
$484K - $531K
|
151K
$8.29M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
9.24K+ 3.69% |
$476K - $522K
|
260K
$14.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
8.49KNew |
$438K - $480K
|
8.49K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.73KNew |
$347K - $380K
|
6.73K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.11K+ 3.55% |
$315K - $345K
|
178K
$9.75M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.7KNew |
$294K - $322K
|
5.7K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.57K+ 4526.02% |
$287K - $315K
|
5.69K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.31K+ 50.92% |
$274K - $300K
|
15.7K
$862K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
5.03K+ 9.05% |
$259K - $284K
|
60.6K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5KNew |
$258K - $283K
|
5K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.92K+ 46.94% |
$254K - $278K
|
15.4K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.92KNew |
$254K - $278K
|
4.92K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.66K+ 19.51% |
$240K - $263K
|
28.5K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
4.26KNew |
$220K - $241K
|
4.26K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.95K+ 9.65% |
$204K - $223K
|
44.9K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.31K+ 2.72% |
$171K - $187K
|
125K
$6.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 42.37% |
$135K - $148K
|
8.8K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 14.12% |
$130K - $142K
|
20.3K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.41K+ 2.47% |
$124K - $136K
|
100K
$5.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.13K+ 6.0% |
$110K - $121K
|
37.7K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.81KNew |
$93.1K - $102K
|
1.81K
$98.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 34.38% |
$77K - $84.5K
|
5.84K
$320K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.43K+ 3.55% |
$74K - $81.1K
|
41.8K
$2.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 13.05% |
$71.1K - $77.9K
|
11.9K
$654K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.37KNew |
$70.5K - $77.3K
|
1.37K
$74.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 6.68% |
$67.9K - $74.5K
|
21K
$1.15M
|