Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
37.4KNew |
$1.66M - $1.95M
|
37.4K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.9K+ 73.17% |
$1.28M - $1.51M
|
68.5K
$3.75M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
18.5K+ 6.27% |
$819K - $965K
|
314K
$17.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.3K+ 6.21% |
$763K - $899K
|
295K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17K+ 60.62% |
$752K - $886K
|
45.1K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17K+ 59.79% |
$752K - $886K
|
45.5K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.7KNew |
$739K - $870K
|
16.7K
$916K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 33.6% |
$705K - $830K
|
63.4K
$3.47M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 10.87% |
$642K - $756K
|
148K
$8.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.96K+ 243.96% |
$440K - $519K
|
14K
$769K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.19K+ 11.53% |
$362K - $426K
|
79.2K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.19K+ 86.1% |
$318K - $375K
|
15.5K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5KNew |
$221K - $260K
|
5K
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.64K+ 2.8% |
$161K - $190K
|
134K
$7.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44K+ 10.66% |
$152K - $179K
|
35.7K
$1.96M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.45K+ 10.86% |
$108K - $128K
|
25K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.37K+ 2.79% |
$105K - $124K
|
87.4K
$4.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.31K+ 21.72% |
$102K - $120K
|
13K
$710K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51KNew |
$66.9K - $78.8K
|
1.51K
$83K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.41K+ 3.14% |
$62.1K - $73.2K
|
46.1K
$2.53M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.07KNew |
$47.4K - $55.8K
|
1.07K
$58.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
954New |
$42.2K - $49.7K
|
954
$52.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
396+ 6.21% |
$17.5K - $20.6K
|
6.78K
$371K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
367+ 1.16% |
$16.2K - $19.1K
|
31.9K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
328New |
$14.5K - $17.1K
|
328
$18K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
250+ 13.28% |
$11.1K - $13K
|
2.13K
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
241+ 0.35% |
$10.7K - $12.6K
|
68.7K
$3.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
169New |
$7.47K - $8.8K
|
169
$9.26K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
147+ 0.83% |
$6.5K - $7.66K
|
17.9K
$980K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
136+ 0.56% |
$6.01K - $7.08K
|
24.3K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
102+ 0.3% |
$4.51K - $5.31K
|
34.2K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68New |
$3.01K - $3.54K
|
68
$3.73K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
51+ 0.15% |
$2.26K - $2.66K
|
33.1K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
47+ 0.53% |
$2.08K - $2.45K
|
8.99K
$492K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8+ 0.15% |
$354 - $417
|
5.38K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.5% |
$265 - $312
|
1.2K
$65.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8- 0.03% |
$354 - $417
|
24.3K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-11- 4.23% |
$486 - $573
|
249
$13.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 4.64% |
$619 - $729
|
288
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 6.26% |
$1.37K - $1.61K
|
464
$25.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 0.36% |
$1.64K - $1.93K
|
10.3K
$566K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45- 0.49% |
$1.99K - $2.34K
|
9.2K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 7.89% |
$2.92K - $3.44K
|
770
$42.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.5% |
$4.73K - $5.57K
|
4.18K
$229K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 66.67% |
$7.96K - $9.37K
|
90
$4.93K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-219- 18.96% |
$9.68K - $11.4K
|
936
$51.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-222- 2.07% |
$9.82K - $11.6K
|
10.5K
$575K
|