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 $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,391
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
71,409
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,037
shares
|
$3.5 Million
0.02% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
68,425
shares
|
$3.37 Million
0.47% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59,350
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
54,379
shares
|
$2.68 Million
0.55% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
54,190
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,481
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
48,541
shares
|
$2.39 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
47,453
shares
|
$2.34 Million
2.1% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
44,679
shares
|
$2.2 Million
0.35% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
40,567
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
Added 581.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
39,539
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
34,063
shares
|
$1.68 Million
1.54% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
33,020
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
31,571
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
30,000
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2021
Reduced 10.0%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
29,685
shares
|
$1.46 Million
3.09% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
29,282
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
28,454
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,403
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
28,066
shares
|
$1.38 Million
0.74% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
28,055
shares
|
$1.38 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
27,063
shares
|
$1.33 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
26,860
shares
|
$1.32 Million
0.34% of portfolio
|
Q1 2025
Reduced 21.6%
|