Institutional Ownership Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $534 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,640,980
shares
|
$93.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
689,648
shares
|
$39.4 Million
0.06% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
673,288
shares
|
$38.5 Million
0.16% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
587,460
shares
|
$33.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
472,028
shares
|
$27 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.38%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
407,047
shares
|
$23.3 Million
0.05% of portfolio
|
Q3 2024
Added 139.53%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
279,354
shares
|
$16 Million
0.1% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
267,202
shares
|
$15.3 Million
5.53% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
249,759
shares
|
$14.3 Million
0.22% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
213,001
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
196,175
shares
|
$11.2 Million
8.46% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,778
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
177,454
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
165,132
shares
|
$9.44 Million
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
160,435
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
159,417
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
136,169
shares
|
$7.78 Million
0.96% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
136,166
shares
|
$7.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
125,454
shares
|
$7.17 Million
3.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
114,254
shares
|
$6.53 Million
0.26% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$6.24 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
99,983
shares
|
$5.72 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
99,738
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
93,998
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
86,373
shares
|
$4.94 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.9%
|