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 |
---|---|---|---|---|---|
Lowery Thomas, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
21,043
shares
|
$1.15 Million
0.8% of portfolio
|
Q2 2024
Added 6.68%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
20,441
shares
|
$1.12 Million
0.74% of portfolio
|
Q2 2024
Added 0.05%
|
|
Del Sette Capital Management, LLC
|
Aug 02, 2024 Q2 2024 |
20,386
shares
|
$1.12 Million
0.92% of portfolio
|
Q2 2024
Reduced 59.41%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,315
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2024
Added 14.12%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
20,311
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wespac Advisors So Cal, LLC
|
Jul 23, 2024 Q2 2024 |
20,160
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
18,968
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,538
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 18, 2024 Q2 2024 |
18,079
shares
|
$989,282
0.83% of portfolio
|
Q2 2024
Reduced 12.6%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
17,542
shares
|
$959,898
0.05% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$959,788
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
15,781
shares
|
$863,536
0.67% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
15,735
shares
|
$861,019
0.0% of portfolio
|
Q2 2024
Added 50.92%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
15,411
shares
|
$843,289
0.01% of portfolio
|
Q2 2024
Added 46.94%
|
|
Bridge Advisory, LLC
|
Jul 23, 2024 Q2 2024 |
13,692
shares
|
$749,226
0.36% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
13,275
shares
|
$726,408
0.01% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
12,491
shares
|
$683,507
0.01% of portfolio
|
Q2 2024
Added 6.63%
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
11,938
shares
|
$653,247
0.04% of portfolio
|
Q2 2024
Added 13.05%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
11,477
shares
|
$628,021
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
11,175
shares
|
$611,496
0.05% of portfolio
|
Q2 2024
Added 6.26%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$539,812
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,841
shares
|
$538,499
0.03% of portfolio
|
Q2 2024
New holding
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
9,740
shares
|
$532,972
0.07% of portfolio
|
Q2 2020
New holding
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
9,577
shares
|
$524,053
0.14% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
9,309
shares
|
$509,388
0.1% of portfolio
|
Q2 2024
Added 2.36%
|