Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
239KNew |
$10.8M - $13.2M
|
239K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
195KNew |
$8.77M - $10.7M
|
195K
$10.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$4.92M - $6.03M
|
109K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
57.7KNew |
$2.6M - $3.18M
|
57.7K
$3.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.64M - $2.01M
|
36.4K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
30K+ 10.29% |
$1.35M - $1.65M
|
321K
$17.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
27.4KNew |
$1.24M - $1.51M
|
27.4K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4K+ 15.52% |
$1.14M - $1.4M
|
189K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
21.4K+ 9.77% |
$967K - $1.18M
|
241K
$13.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
20.2KNew |
$909K - $1.11M
|
20.2K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
19.7KNew |
$889K - $1.09M
|
19.7K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
19KNew |
$859K - $1.05M
|
19K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.6KNew |
$794K - $972K
|
17.6K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.3KNew |
$736K - $901K
|
16.3K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.2K+ 98.7% |
$685K - $839K
|
30.6K
$1.69M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12.8KNew |
$576K - $705K
|
12.8K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 2.42% |
$506K - $620K
|
475K
$26.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.1KNew |
$456K - $558K
|
10.1K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.25K+ 14.22% |
$372K - $455K
|
66.2K
$3.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
7.88KNew |
$355K - $435K
|
7.88K
$434K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.81K+ 22.57% |
$307K - $376K
|
37K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.77KNew |
$305K - $374K
|
6.77K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.33K+ 2.54% |
$286K - $350K
|
256K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 104.71% |
$263K - $322K
|
11.4K
$629K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
5.8K+ 45.31% |
$262K - $320K
|
18.6K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
5.77KNew |
$260K - $319K
|
5.77K
$318K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.75K+ 25.78% |
$259K - $317K
|
28K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.43K+ 19.77% |
$245K - $300K
|
32.9K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.4KNew |
$244K - $298K
|
5.4K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.17K+ 18.11% |
$233K - $285K
|
33.7K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.91KNew |
$221K - $271K
|
4.91K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.75KNew |
$214K - $262K
|
4.75K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.51KNew |
$203K - $249K
|
4.51K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.39K+ 26.22% |
$198K - $243K
|
21.1K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.39KNew |
$198K - $242K
|
4.39K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.25KNew |
$192K - $235K
|
4.25K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.47K+ 2.68% |
$156K - $191K
|
133K
$7.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.44K+ 0.5% |
$155K - $190K
|
690K
$38M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.96K+ 334.95% |
$134K - $163K
|
3.85K
$212K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.1K+ 1.81% |
$94.6K - $116K
|
118K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.97K+ 543.8% |
$89K - $109K
|
2.34K
$129K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.96KNew |
$88.2K - $108K
|
1.96K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4KNew |
$62.9K - $77K
|
1.4K
$76.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.15K+ 0.73% |
$51.9K - $63.5K
|
158K
$8.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 11.44% |
$48.4K - $59.2K
|
10.5K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
863+ 9.33% |
$38.9K - $47.6K
|
10.1K
$557K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
818+ 0.57% |
$36.9K - $45.2K
|
145K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
810+ 9.21% |
$36.5K - $44.7K
|
9.61K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
770+ 15.17% |
$34.7K - $42.5K
|
5.85K
$322K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
731+ 8.44% |
$33K - $40.4K
|
9.39K
$518K
|