Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.71K- 1.99% |
$145K - $164K
|
133K
$6.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.57K- 14.12% |
$190K - $216K
|
21.7K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.18K- 18.11% |
$330K - $374K
|
27.9K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.66K- 31.37% |
$355K - $404K
|
14.6K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-9.6K- 16.24% |
$512K - $582K
|
49.5K
$2.49M
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-11.3K- 24.82% |
$604K - $686K
|
34.3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-13.7K- 45.6% |
$730K - $829K
|
16.3K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.9K- 3.8% |
$957K - $1.09M
|
454K
$22.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-19.3K- 64.59% |
$1.03M - $1.17M
|
10.6K
$532K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.7K- 16.12% |
$1.37M - $1.56M
|
134K
$6.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.1K- 15.84% |
$1.5M - $1.7M
|
149K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.1K- 33.71% |
$1.55M - $1.77M
|
57.3K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.9K- 18.08% |
$1.59M - $1.81M
|
135K
$6.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36.7K- 26.98% |
$1.96M - $2.23M
|
99.4K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 6.98% |
$2.19M - $2.49M
|
546K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 62.84% |
$7.14M - $8.12M
|
79.2K
$3.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-240K- 58.99% |
$12.8M - $14.6M
|
167K
$8.41M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-474K- 98.16% |
$25.3M - $28.8M
|
8.87K
$447K
|