Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-320K- 55.88% |
$14.1M - $16.7M
|
253K
$13.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-173K- 28.67% |
$7.66M - $9.02M
|
431K
$22.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 30.42% |
$7.24M - $8.53M
|
375K
$19.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 11.51% |
$6.25M - $7.36M
|
1.09M
$57.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54.5K- 18.16% |
$2.41M - $2.84M
|
246K
$12.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-42.8K- 30.69% |
$1.89M - $2.23M
|
96.7K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-37.3K- 32.49% |
$1.65M - $1.94M
|
77.5K
$4.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.6K- 22.09% |
$1.49M - $1.75M
|
119K
$6.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27.8K- 68.5% |
$1.23M - $1.45M
|
12.8K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.3K- 20.1% |
$1.16M - $1.37M
|
105K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 52.13% |
$1.12M - $1.32M
|
23.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 14.34% |
$872K - $1.03M
|
118K
$6.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 19.72% |
$860K - $1.01M
|
79.2K
$4.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-17.3K- 9.82% |
$765K - $901K
|
159K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 3.4% |
$747K - $880K
|
480K
$25.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 52.86% |
$664K - $782K
|
13.4K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 64.81% |
$616K - $726K
|
7.56K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-12.8K- 21.49% |
$564K - $664K
|
46.6K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.94K- 99.78% |
$440K - $518K
|
22
$1.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-9.08K- 37.73% |
$401K - $473K
|
15K
$789K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 6.12% |
$334K - $394K
|
116K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.8K- 12.56% |
$301K - $354K
|
47.4K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.63K- 34.18% |
$293K - $345K
|
12.8K
$672K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6.6K- 24.99% |
$292K - $344K
|
19.8K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.37K- 26.24% |
$282K - $332K
|
17.9K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-6K- 35.97% |
$265K - $312K
|
10.7K
$562K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 7.27% |
$236K - $278K
|
68.1K
$3.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.86K- 46.07% |
$215K - $253K
|
5.69K
$299K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.81K- 30.75% |
$213K - $250K
|
10.8K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 4.21% |
$193K - $227K
|
99.2K
$5.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 23.49% |
$180K - $212K
|
13.2K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.99K- 5.59% |
$177K - $208K
|
67.4K
$3.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.29K- 22.61% |
$145K - $171K
|
11.3K
$593K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 5.86% |
$141K - $166K
|
51.2K
$2.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-3K- 11.17% |
$133K - $156K
|
23.9K
$1.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 23.7% |
$132K - $156K
|
9.62K
$506K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.19K- 33.36% |
$96.9K - $114K
|
4.38K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 7.26% |
$94.1K - $111K
|
27.2K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.92K- 17.72% |
$84.9K - $100K
|
8.92K
$469K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.79K- 29.46% |
$79.1K - $93.2K
|
4.28K
$225K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.75K- 14.41% |
$77.2K - $90.9K
|
10.4K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 1.42% |
$66.1K - $77.8K
|
103K
$5.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 17.35% |
$55.5K - $65.4K
|
5.98K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.07K- 56.64% |
$47.4K - $55.8K
|
820
$43.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.05K- 5.49% |
$46.4K - $54.6K
|
18K
$950K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-724- 81.35% |
$32K - $37.7K
|
166
$8.74K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-507- 10.88% |
$22.4K - $26.4K
|
4.15K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-463- 25.07% |
$20.5K - $24.1K
|
1.38K
$72.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-400- 1.9% |
$17.7K - $20.8K
|
20.6K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-338- 1.25% |
$14.9K - $17.6K
|
26.7K
$1.41M
|