Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
208K+ 19.22% |
$8.77M - $10.4M
|
1.29M
$70.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
179K+ 436.36% |
$7.57M - $9M
|
220K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132K+ 22.55% |
$5.57M - $6.62M
|
717K
$39.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
102K+ 95.77% |
$4.3M - $5.12M
|
208K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
76.4K+ 31.57% |
$3.22M - $3.84M
|
318K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.1K+ 996.26% |
$2.62M - $3.12M
|
68.3K
$3.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.4K+ 147.19% |
$2.55M - $3.03M
|
101K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.3K+ 139.6% |
$2.12M - $2.53M
|
86.4K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.1K+ 135.24% |
$1.95M - $2.32M
|
80.2K
$4.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
39.6K+ 54.78% |
$1.67M - $1.99M
|
112K
$6.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
38.2KNew |
$1.61M - $1.92M
|
38.2K
$2.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.6K+ 6.25% |
$1.59M - $1.89M
|
640K
$35.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.9KNew |
$1.43M - $1.7M
|
33.9K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$1.41M - $1.68M
|
33.4K
$1.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.7K+ 9.61% |
$1.29M - $1.54M
|
350K
$19.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.5K+ 1130.91% |
$1.16M - $1.38M
|
29.9K
$1.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.8K+ 11615.96% |
$922K - $1.1M
|
22K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.5K+ 45.68% |
$737K - $877K
|
55.7K
$3.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15.4K+ 14.73% |
$652K - $775K
|
120K
$6.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 11.58% |
$598K - $712K
|
137K
$7.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 149.92% |
$544K - $647K
|
21.5K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.3K+ 178.09% |
$477K - $567K
|
17.6K
$970K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 30.88% |
$475K - $565K
|
47.7K
$2.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
9.77KNew |
$412K - $491K
|
9.77K
$538K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.23KNew |
$390K - $464K
|
9.23K
$508K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
8.54KNew |
$361K - $429K
|
8.54K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.92KNew |
$334K - $398K
|
7.92K
$436K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.92KNew |
$334K - $398K
|
7.92K
$436K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.61KNew |
$321K - $382K
|
7.61K
$419K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
7.56K+ 5.59% |
$319K - $380K
|
143K
$7.85M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.27K+ 89.06% |
$307K - $365K
|
15.4K
$849K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.63K+ 57.85% |
$280K - $333K
|
18.1K
$996K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.32K+ 9.35% |
$267K - $317K
|
73.9K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.41KNew |
$228K - $272K
|
5.41K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.06KNew |
$213K - $254K
|
5.06K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.01K+ 22.79% |
$212K - $252K
|
27K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.87KNew |
$205K - $245K
|
4.87K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.49K+ 5.48% |
$189K - $225K
|
86.3K
$4.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.46KNew |
$188K - $224K
|
4.46K
$245K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 7.28% |
$140K - $167K
|
48.9K
$2.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
3.19K+ 4.45% |
$135K - $160K
|
74.9K
$4.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.66K+ 41.69% |
$112K - $134K
|
9.05K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3KNew |
$97.3K - $116K
|
2.3K
$127K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.16K+ 29.22% |
$91.1K - $108K
|
9.54K
$525K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.15KNew |
$90.5K - $108K
|
2.15K
$118K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.95K+ 8.33% |
$82.3K - $97.9K
|
25.3K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.75K+ 9.15% |
$73.7K - $87.8K
|
20.8K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.51K+ 3.29% |
$63.6K - $75.6K
|
47.3K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.5KNew |
$63.2K - $75.2K
|
1.5K
$82.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.5K+ 17.86% |
$63.1K - $75.1K
|
9.87K
$543K
|