Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
237K+ 139.53% |
$12.2M - $14M
|
407K
$22.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
207K+ 44.52% |
$10.6M - $12.2M
|
673K
$36.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
160KNew |
$8.23M - $9.47M
|
160K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.1KNew |
$3.03M - $3.49M
|
59.1K
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
34.1KNew |
$1.75M - $2.01M
|
34.1K
$1.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
28.1KNew |
$1.44M - $1.66M
|
28.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
25.3K+ 514.29% |
$1.3M - $1.49M
|
30.2K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.5K+ 39.92% |
$1M - $1.15M
|
68.4K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
19.5K+ 8.46% |
$1M - $1.15M
|
250K
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
19.3K+ 31.38% |
$989K - $1.14M
|
80.7K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18.5KNew |
$949K - $1.09M
|
18.5K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
16.6KNew |
$849K - $977K
|
16.6K
$906K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2KNew |
$781K - $899K
|
15.2K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.5KNew |
$743K - $855K
|
14.5K
$793K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 1.85% |
$644K - $741K
|
690K
$37.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.4K+ 218.81% |
$638K - $734K
|
18.1K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.1K+ 4.51% |
$619K - $712K
|
279K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 1136.9% |
$588K - $677K
|
12.5K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.7K+ 138.64% |
$551K - $635K
|
18.5K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.92K+ 174.25% |
$509K - $585K
|
15.6K
$855K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.81K+ 5.51% |
$503K - $579K
|
188K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8K+ 5.28% |
$411K - $472K
|
159K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
7.57K+ 2.92% |
$388K - $447K
|
267K
$14.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.46K+ 4.73% |
$382K - $440K
|
165K
$9.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.85K+ 13.25% |
$352K - $405K
|
58.6K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.71K+ 7.21% |
$344K - $396K
|
99.7K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.59K+ 14.67% |
$338K - $389K
|
51.5K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.4KNew |
$277K - $319K
|
5.4K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.14K+ 32.67% |
$264K - $304K
|
20.9K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.11KNew |
$262K - $302K
|
5.11K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 10.42% |
$244K - $281K
|
50.5K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.66K+ 12.65% |
$239K - $275K
|
41.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.49K+ 5.02% |
$230K - $265K
|
94K
$5.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.44KNew |
$228K - $262K
|
4.44K
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.25K+ 100.0% |
$218K - $251K
|
8.5K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.15KNew |
$213K - $245K
|
4.15K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $221K
|
3.74K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.56K+ 41.78% |
$182K - $210K
|
12.1K
$661K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.31K+ 12.49% |
$170K - $195K
|
29.8K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.82K+ 4.65% |
$144K - $166K
|
63.4K
$3.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.68K+ 6.33% |
$137K - $158K
|
45K
$2.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 10.74% |
$116K - $133K
|
23.3K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.09K+ 7.89% |
$107K - $123K
|
28.6K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.08K+ 7.61% |
$107K - $123K
|
29.4K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.06K+ 5.45% |
$105K - $121K
|
39.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.96K+ 25.16% |
$100K - $115K
|
9.73K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.46K+ 5.1% |
$74.6K - $85.9K
|
30K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 21.16% |
$63.4K - $73K
|
7.08K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 8.6% |
$52.7K - $60.6K
|
13K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.01K+ 2.42% |
$52K - $59.8K
|
42.9K
$2.35M
|