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 8.23 Million shares, which have been reported (via 13F filing form) to have a value of $408 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,228,208
shares
|
$60.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.98%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
603,994
shares
|
$29.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
572,522
shares
|
$28.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
538,250
shares
|
$26.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
496,568
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
299,997
shares
|
$14.8 Million
0.09% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
295,414
shares
|
$14.5 Million
5.37% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
278,053
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,778
shares
|
$9.24 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
176,041
shares
|
$8.66 Million
6.9% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
152,098
shares
|
$7.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
139,535
shares
|
$6.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.11%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
137,484
shares
|
$6.77 Million
0.0% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
131,101
shares
|
$6.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
129,910
shares
|
$6.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
125,454
shares
|
$6.17 Million
3.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
123,587
shares
|
$6.08 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
117,454
shares
|
$5.78 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
114,800
shares
|
$5.65 Million
0.01% of portfolio
|
Q1 2025
Added 131.92%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.38 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
104,874
shares
|
$5.16 Million
0.0% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
103,536
shares
|
$5.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
98,626
shares
|
$4.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
85,074
shares
|
$4.19 Million
1.9% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
73,494
shares
|
$3.62 Million
0.39% of portfolio
|
Q1 2025
Reduced 26.09%
|