Latest Institutional Purchases of Invesco S&P Smallcap Value Wit (XSVM)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
124KNew |
$6.1M - $6.91M
|
124K
$5.99M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
65.3K+ 131.92% |
$3.22M - $3.65M
|
115K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.5K+ 9.35% |
$2.1M - $2.37M
|
497K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
34.6K+ 581.8% |
$1.71M - $1.94M
|
40.6K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$1.06M - $1.2M
|
21.5K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 4.37% |
$620K - $703K
|
300K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
12.4K+ 4.39% |
$613K - $695K
|
295K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.9KNew |
$587K - $665K
|
11.9K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 3.77% |
$498K - $565K
|
278K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.55K+ 47.92% |
$422K - $478K
|
26.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.41KNew |
$415K - $470K
|
8.41K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.59KNew |
$375K - $425K
|
7.59K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.17K+ 7.33% |
$354K - $401K
|
105K
$5.08M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.46K+ 10.42% |
$319K - $361K
|
68.4K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.28KNew |
$261K - $295K
|
5.28K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12K+ 7.76% |
$253K - $286K
|
71K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$221K - $250K
|
4.47K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4K+ 62.72% |
$197K - $223K
|
10.4K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.8K+ 7.51% |
$187K - $212K
|
54.4K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77K+ 2.82% |
$186K - $211K
|
137K
$6.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.64K+ 8.86% |
$179K - $203K
|
44.7K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.53K+ 14.17% |
$174K - $197K
|
28.5K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.53K+ 14.38% |
$174K - $197K
|
28.1K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.12K+ 32.93% |
$154K - $175K
|
12.6K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.93K+ 3.57% |
$145K - $164K
|
85.1K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.49K+ 6.72% |
$123K - $139K
|
39.5K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.26K+ 26.97% |
$112K - $126K
|
10.7K
$516K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 3.38% |
$76.6K - $86.8K
|
47.5K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.52K+ 31.32% |
$75.1K - $85.1K
|
6.38K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.42K+ 5.04% |
$70.2K - $79.6K
|
29.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.42K+ 6.26% |
$69.9K - $79.2K
|
24.1K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.27KNew |
$62.7K - $71K
|
1.27K
$61.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.1K+ 1.89% |
$54.3K - $61.5K
|
59.4K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
860+ 6.28% |
$42.4K - $48.1K
|
14.5K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
859+ 3.96% |
$42.4K - $48K
|
22.6K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
477+ 132.87% |
$23.5K - $26.7K
|
836
$40.5K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
299+ 7.91% |
$14.8K - $16.7K
|
4.08K
$198K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
276+ 1.58% |
$13.6K - $15.4K
|
17.7K
$859K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
263+ 0.78% |
$13K - $14.7K
|
34.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
211+ 2.16% |
$10.4K - $11.8K
|
9.97K
$483K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 8.64% |
$9.72K - $11K
|
2.48K
$120K
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
179+ 3.04% |
$8.83K - $10K
|
6.07K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173+ 0.59% |
$8.54K - $9.67K
|
29.3K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
172+ 17.5% |
$8.49K - $9.62K
|
1.16K
$56K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$4.93K - $5.59K
|
100
$4.85K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
68+ 0.77% |
$3.36K - $3.8K
|
8.94K
$433K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.22% |
$1.68K - $1.9K
|
15.6K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 5.49% |
$888 - $1.01K
|
346
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15New |
$740 - $839
|
15
$727
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.84% |
$493 - $559
|
1.2K
$58K
|