Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
295K+ 101.66% |
$12.1M - $15M
|
585K
$32.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
271K+ 81.83% |
$11.2M - $13.9M
|
603K
$33.2M
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
190KNew |
$7.83M - $9.71M
|
190K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 16.14% |
$6.19M - $7.66M
|
1.08M
$59.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 117.46% |
$4.78M - $5.93M
|
215K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
106KNew |
$4.38M - $5.43M
|
106K
$5.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
89.9K+ 604.68% |
$3.71M - $4.59M
|
105K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.6K+ 77.4% |
$2.75M - $3.4M
|
153K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.1K+ 10.79% |
$2.06M - $2.56M
|
514K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
40.9KNew |
$1.69M - $2.09M
|
40.9K
$2.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.4KNew |
$1.5M - $1.86M
|
36.4K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6K+ 423.6% |
$1.22M - $1.51M
|
36.6K
$2.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.1K+ 6.36% |
$786K - $974K
|
319K
$17.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 112.25% |
$642K - $796K
|
29.5K
$1.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 52.55% |
$600K - $743K
|
42.3K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.4K+ 10.37% |
$592K - $734K
|
153K
$8.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.3K+ 24.63% |
$589K - $730K
|
72.3K
$3.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 5.83% |
$549K - $680K
|
242K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 11.72% |
$529K - $656K
|
122K
$6.73M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.5KNew |
$472K - $585K
|
11.5K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4KNew |
$428K - $531K
|
10.4K
$572K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.21KNew |
$379K - $470K
|
9.21K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.73K+ 23.54% |
$360K - $446K
|
45.8K
$2.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
8.68K+ 7.12% |
$358K - $443K
|
131K
$7.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.59KNew |
$354K - $439K
|
8.59K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.04K+ 35.85% |
$331K - $410K
|
30.4K
$1.68M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.39KNew |
$304K - $377K
|
7.39K
$406K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.21K+ 25.01% |
$297K - $368K
|
36.1K
$1.98M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.15KNew |
$295K - $365K
|
7.15K
$393K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
6.52K+ 25.14% |
$269K - $333K
|
32.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.96K+ 17.0% |
$246K - $304K
|
41K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
5.9K+ 33.01% |
$243K - $301K
|
23.8K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 18.56% |
$220K - $273K
|
34.1K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.93K+ 26.7% |
$203K - $252K
|
23.4K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.88K+ 58.48% |
$201K - $249K
|
13.2K
$727K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.82K+ 11.82% |
$198K - $246K
|
45.6K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.53K+ 175.05% |
$186K - $231K
|
7.11K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.26K+ 12.54% |
$175K - $217K
|
38.2K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.1K+ 11.39% |
$169K - $209K
|
40.1K
$2.21M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.71KNew |
$153K - $190K
|
3.71K
$204K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.28K+ 17.57% |
$135K - $168K
|
22K
$1.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.94KNew |
$121K - $150K
|
2.94K
$162K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.37K+ 12.09% |
$97.8K - $121K
|
22K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2K+ 124.24% |
$82.4K - $102K
|
3.61K
$199K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.89K+ 2.36% |
$77.7K - $96.3K
|
81.8K
$4.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.8KNew |
$74.3K - $92.1K
|
1.8K
$99.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.54K+ 2.19% |
$63.4K - $78.5K
|
71.7K
$3.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.37K+ 3.88% |
$56.3K - $69.8K
|
36.6K
$2.01M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.3K+ 25.81% |
$53.6K - $66.4K
|
6.34K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.28K+ 17.99% |
$52.6K - $65.1K
|
8.37K
$461K
|