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 |
|---|---|---|---|---|---|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
80,740
shares
|
$4.62 Million
1.98% of portfolio
|
Q3 2024
Added 31.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
68,431
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2024
Added 39.92%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
63,416
shares
|
$3.62 Million
0.46% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
59,679
shares
|
$3.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
59,100
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
58,557
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,481
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,506
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
45,823
shares
|
$2.62 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
45,568
shares
|
$2.6 Million
0.71% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
44,997
shares
|
$2.57 Million
0.51% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
42,856
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
41,502
shares
|
$2.37 Million
2.14% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
39,740
shares
|
$2.27 Million
0.34% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
34,799
shares
|
$1.99 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
34,092
shares
|
$1.95 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,773
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30,211
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 514.29%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$1.71 Million
0.31% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
29,989
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
29,807
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
29,445
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,319
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
28,559
shares
|
$1.63 Million
1.03% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,055
shares
|
$1.6 Million
0.57% of portfolio
|
Q3 2024
New holding
|