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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,708
shares
|
$527,047
0.03% of portfolio
|
Q1 2025
Reduced 34.36%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
10,650
shares
|
$524,193
0.42% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
10,548
shares
|
$519,172
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
10,371
shares
|
$510,460
0.12% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,370
shares
|
$510,411
0.0% of portfolio
|
Q1 2025
Added 62.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,965
shares
|
$490,477
0.01% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$485,555
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
9,740
shares
|
$479,402
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,247
shares
|
$455,137
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
9,094
shares
|
$447,606
0.09% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
8,939
shares
|
$439,977
0.36% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,865
shares
|
$436,335
0.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
8,781
shares
|
$432,200
0.05% of portfolio
|
Q1 2025
Reduced 39.72%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,414
shares
|
$414,137
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,353
shares
|
$411,134
0.0% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$400,896
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$386,327
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,594
shares
|
$373,776
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,240
shares
|
$356,352
0.01% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,567
shares
|
$323,227
0.0% of portfolio
|
Q1 2025
Reduced 88.53%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,381
shares
|
$314,072
0.06% of portfolio
|
Q1 2025
Added 31.32%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
6,073
shares
|
$298,913
0.08% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6,001
shares
|
$295,369
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,369
shares
|
$264,262
0.1% of portfolio
|
Q1 2025
Reduced 27.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,281
shares
|
$259,930
0.0% of portfolio
|
Q1 2025
New holding
|