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 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-241- 1.11% |
$10.7K - $12.6K
|
21.5K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-338- 1.25% |
$14.9K - $17.6K
|
26.7K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-400- 1.9% |
$17.7K - $20.8K
|
20.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-463- 25.07% |
$20.5K - $24.1K
|
1.38K
$75.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-507- 10.88% |
$22.4K - $26.4K
|
4.15K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-724- 81.35% |
$32K - $37.7K
|
166
$9.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.05K- 5.49% |
$46.4K - $54.6K
|
18K
$989K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 56.64% |
$47.4K - $55.8K
|
820
$44.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 17.35% |
$55.5K - $65.4K
|
5.98K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 1.42% |
$66.1K - $77.8K
|
103K
$5.67M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.53K- 17.2% |
$67.4K - $79.4K
|
7.34K
$402K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 14.41% |
$77.2K - $90.9K
|
10.4K
$568K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.79K- 29.46% |
$79.1K - $93.2K
|
4.28K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 17.72% |
$84.9K - $100K
|
8.92K
$489K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 7.26% |
$94.1K - $111K
|
27.2K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.19K- 33.36% |
$96.9K - $114K
|
4.38K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 23.7% |
$132K - $156K
|
9.62K
$527K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3K- 11.17% |
$133K - $156K
|
23.9K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 5.86% |
$141K - $166K
|
51.2K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.29K- 22.61% |
$145K - $171K
|
11.3K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.99K- 5.59% |
$177K - $208K
|
67.4K
$3.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 23.49% |
$180K - $212K
|
13.2K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 4.21% |
$193K - $227K
|
99.2K
$5.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.81K- 30.75% |
$213K - $250K
|
10.8K
$593K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.86K- 46.07% |
$215K - $253K
|
5.69K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 7.27% |
$236K - $278K
|
68.1K
$3.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-6K- 35.97% |
$265K - $312K
|
10.7K
$585K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.37K- 26.24% |
$282K - $332K
|
17.9K
$981K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6.6K- 24.99% |
$292K - $344K
|
19.8K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 34.18% |
$293K - $345K
|
12.8K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.8K- 12.56% |
$301K - $354K
|
47.4K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 6.12% |
$334K - $394K
|
116K
$6.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.08K- 37.73% |
$401K - $473K
|
15K
$821K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.94K- 99.78% |
$440K - $518K
|
22
$1.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11.6K- 15.75% |
$512K - $603K
|
61.9K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.8K- 21.49% |
$564K - $664K
|
46.6K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 64.81% |
$616K - $726K
|
7.56K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 52.86% |
$664K - $782K
|
13.4K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 3.4% |
$747K - $880K
|
480K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-17.3K- 9.82% |
$765K - $901K
|
159K
$8.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 19.72% |
$860K - $1.01M
|
79.2K
$4.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 14.34% |
$872K - $1.03M
|
118K
$6.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 52.13% |
$1.12M - $1.32M
|
23.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.3K- 20.1% |
$1.16M - $1.37M
|
105K
$5.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27.8K- 68.5% |
$1.23M - $1.45M
|
12.8K
$700K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.6K- 22.09% |
$1.49M - $1.75M
|
119K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-37.3K- 32.49% |
$1.65M - $1.94M
|
77.5K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.8K- 30.69% |
$1.89M - $2.23M
|
96.7K
$5.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54.5K- 18.16% |
$2.41M - $2.84M
|
246K
$13.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 11.51% |
$6.25M - $7.36M
|
1.09M
$59.6M
|