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 144 institutions that hold shares in the stock, with a total of 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,671,712
shares
|
$91.5 Million
0.04% of portfolio
|
Q2 2024
Added 11.04%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
677,089
shares
|
$37.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
608,165
shares
|
$33.3 Million
0.0% of portfolio
|
Q2 2024
Added 12.05%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
587,083
shares
|
$32.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
465,864
shares
|
$25.5 Million
0.12% of portfolio
|
Q2 2024
Added 6.69%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
267,295
shares
|
$14.6 Million
0.1% of portfolio
|
Q2 2024
Added 9.06%
|
|
360 Financial, Inc.
|
Aug 09, 2024 Q2 2024 |
259,632
shares
|
$14.2 Million
5.15% of portfolio
|
Q2 2024
Added 3.69%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
230,274
shares
|
$12.6 Million
0.21% of portfolio
|
Q2 2024
Added 42.36%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Aug 16, 2024 Q2 2024 |
224,457
shares
|
$12.3 Million
8.87% of portfolio
|
Q2 2024
Added 8.54%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
214,250
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
183,053
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
177,967
shares
|
$9.74 Million
0.01% of portfolio
|
Q2 2024
Added 3.55%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
169,934
shares
|
$9.3 Million
0.02% of portfolio
|
Q2 2024
Added 66.91%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
157,676
shares
|
$8.63 Million
0.03% of portfolio
|
Q2 2024
Added 7.65%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
151,415
shares
|
$8.29 Million
0.0% of portfolio
|
Q2 2024
Added 6.61%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
150,178
shares
|
$8.22 Million
1.18% of portfolio
|
Q2 2024
Reduced 5.91%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
139,460
shares
|
$7.63 Million
0.02% of portfolio
|
Q2 2024
Reduced 17.56%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
124,973
shares
|
$6.84 Million
3.95% of portfolio
|
Q2 2024
Added 2.72%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
113,310
shares
|
$6.2 Million
0.28% of portfolio
|
Q4 2022
Reduced 38.91%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.98 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 08, 2024 Q2 2024 |
100,153
shares
|
$5.48 Million
0.75% of portfolio
|
Q2 2024
Added 2.47%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
93,030
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2024
Added 15.11%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
91,793
shares
|
$5.02 Million
0.06% of portfolio
|
Q2 2024
Added 2118.83%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
89,506
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2024
Added 12.38%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
73,973
shares
|
$4.05 Million
0.03% of portfolio
|
Q2 2024
Added 27.08%
|