Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
253K+ 19.75% |
$11.5M - $12.8M
|
1.53M
$84.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
220KNew |
$10M - $11.1M
|
220K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.6K+ 49.54% |
$3.76M - $4.18M
|
249K
$13.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.9K+ 46.75% |
$3.41M - $3.8M
|
235K
$13M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
26.7KNew |
$1.21M - $1.35M
|
26.7K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.6K+ 18.65% |
$1.03M - $1.15M
|
144K
$7.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.8KNew |
$809K - $900K
|
17.8K
$979K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.2K+ 12.33% |
$784K - $873K
|
157K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17K+ 13.18% |
$774K - $862K
|
146K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.9K+ 41.37% |
$588K - $654K
|
44.1K
$2.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 18.02% |
$527K - $586K
|
75.8K
$4.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5KNew |
$525K - $584K
|
11.5K
$635K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 97.33% |
$489K - $544K
|
21.8K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.25KNew |
$421K - $469K
|
9.25K
$510K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.99K+ 5.14% |
$364K - $405K
|
163K
$9M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.41K+ 135.25% |
$337K - $375K
|
12.9K
$710K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.45K+ 9.23% |
$294K - $327K
|
76.3K
$4.21M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.6K+ 33.55% |
$255K - $284K
|
22.3K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.3K+ 70.67% |
$241K - $269K
|
12.8K
$705K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.08KNew |
$231K - $257K
|
5.08K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
4.68K+ 2.18% |
$213K - $237K
|
220K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.65K+ 19.52% |
$212K - $236K
|
28.5K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.6K+ 14.01% |
$210K - $233K
|
37.4K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.55K+ 17.78% |
$207K - $231K
|
30.2K
$1.66M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.29K+ 7.98% |
$195K - $217K
|
58K
$3.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.43K+ 3.05% |
$156K - $174K
|
116K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.01K+ 25.09% |
$137K - $153K
|
15K
$828K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.26K+ 1.46% |
$103K - $115K
|
157K
$8.63M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2K+ 1.97% |
$91.3K - $102K
|
104K
$5.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2KNew |
$91.1K - $101K
|
2K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.98K+ 1.22% |
$89.9K - $100K
|
163K
$9M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 9.62% |
$75K - $83.5K
|
18.8K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 5.15% |
$73.4K - $81.6K
|
32.9K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 5.26% |
$62.5K - $69.6K
|
27.5K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.25K+ 1.82% |
$56.9K - $63.3K
|
69.8K
$3.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.14KNew |
$51.9K - $57.8K
|
1.14K
$62.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
817+ 17.16% |
$37.2K - $41.4K
|
5.58K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
811+ 2.27% |
$36.9K - $41.1K
|
36.5K
$2.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
734+ 0.57% |
$33.4K - $37.2K
|
129K
$7.13M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
675New |
$30.7K - $34.2K
|
675
$37.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
598+ 2.21% |
$27.2K - $30.3K
|
27.6K
$1.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
564+ 39.89% |
$25.7K - $28.6K
|
1.98K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
500+ 3.36% |
$22.8K - $25.3K
|
15.4K
$849K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
469New |
$21.4K - $23.8K
|
469
$25.8K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
415+ 5.37% |
$18.9K - $21K
|
8.15K
$449K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
363New |
$16.5K - $18.4K
|
363
$20K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
342New |
$15.6K - $17.3K
|
342
$18.8K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
317+ 3.8% |
$14.4K - $16.1K
|
8.66K
$477K
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
205+ 2.13% |
$9.34K - $10.4K
|
9.82K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
117+ 3.24% |
$5.33K - $5.93K
|
3.73K
$205K
|