Latest Institutional Transactions on Invesco S&P Smallcap Value Wit (XSVM)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
147+ 0.83% |
$6.5K - $7.66K
|
17.9K
$953K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 7.89% |
$2.92K - $3.44K
|
770
$41K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.81K- 30.75% |
$213K - $250K
|
10.8K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
37.4KNew |
$1.66M - $1.95M
|
37.4K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
51+ 0.15% |
$2.26K - $2.66K
|
33.1K
$1.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.37K- 26.24% |
$282K - $332K
|
17.9K
$955K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 5.86% |
$141K - $166K
|
51.2K
$2.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.5% |
$4.73K - $5.57K
|
4.18K
$223K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.45K+ 10.86% |
$108K - $128K
|
25K
$1.33M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-117K- 99.79% |
$5.78M - $6.55M
|
249
$13.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30K+ 1291.03% |
$1.48M - $1.67M
|
32.3K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.79K- 25.02% |
$138K - $156K
|
8.35K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 5.25% |
$133K - $150K
|
48.5K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 92.46% |
$218K - $247K
|
360
$19.2K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$587K - $665K
|
11.9K
$634K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.19K- 1.5% |
$404K - $458K
|
538K
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 8.12% |
$430K - $487K
|
98.6K
$5.26M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.1K- 20.07% |
$301K - $341K
|
24.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28KNew |
$261K - $295K
|
5.28K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.53K+ 14.17% |
$174K - $197K
|
28.5K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.41KNew |
$415K - $470K
|
8.41K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.5K+ 9.35% |
$2.1M - $2.37M
|
497K
$26.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.24K- 20.3% |
$357K - $405K
|
28.4K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-33- 11.26% |
$1.63K - $1.85K
|
260
$13.9K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.4K- 21.6% |
$365K - $414K
|
26.9K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.02% |
$98.7 - $112
|
9.25K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.93K - $5.59K
|
100
$5.33K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.42K+ 6.26% |
$69.9K - $79.2K
|
24.1K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
65.3K+ 131.92% |
$3.22M - $3.65M
|
115K
$6.12M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.59KNew |
$375K - $425K
|
7.59K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-63.4K- 37.97% |
$3.13M - $3.54M
|
104K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
299+ 7.91% |
$14.8K - $16.7K
|
4.08K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 31.54% |
$1.23M - $1.4M
|
54.2K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.17K+ 7.33% |
$354K - $401K
|
105K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$1.06M - $1.2M
|
21.5K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.27K- 10.48% |
$62.6K - $70.9K
|
10.8K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.17K- 3.08% |
$206K - $233K
|
131K
$6.99M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4K+ 62.72% |
$197K - $223K
|
10.4K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34.6K+ 581.8% |
$1.71M - $1.94M
|
40.6K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$6.1M - $6.91M
|
124K
$6.59M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.9K- 52.18% |
$3.85M - $4.36M
|
71.4K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
68+ 0.77% |
$3.36K - $3.8K
|
8.94K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$740 - $839
|
15
$800
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 5.77% |
$5.58K - $6.32K
|
1.85K
$98.4K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-214- 1.74% |
$10.6K - $12K
|
12.1K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66K- 32.11% |
$3.26M - $3.69M
|
140K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3K- 21.14% |
$148K - $168K
|
11.2K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 8.68% |
$89.6K - $102K
|
19.1K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.49K+ 6.72% |
$123K - $139K
|
39.5K
$2.11M
|
|