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 136 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,086,858
shares
|
$57.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
479,678
shares
|
$25.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
430,831
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
374,500
shares
|
$19.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
313,944
shares
|
$16.5 Million
5.15% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
295,307
shares
|
$15.5 Million
0.22% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
252,581
shares
|
$13.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
245,514
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,778
shares
|
$9.88 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
158,750
shares
|
$8.36 Million
5.6% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
133,550
shares
|
$7.03 Million
0.02% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
125,454
shares
|
$6.6 Million
3.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
118,503
shares
|
$6.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
117,775
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,026
shares
|
$6.11 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.75 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
104,756
shares
|
$5.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
103,380
shares
|
$5.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
99,182
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
96,712
shares
|
$5.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
87,447
shares
|
$4.6 Million
1.79% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
79,226
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
79,174
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
77,500
shares
|
$4.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.49%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
68,666
shares
|
$3.61 Million
0.44% of portfolio
|
Q2 2025
Added 0.35%
|