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 |
|---|---|---|---|---|---|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
4,703
shares
|
$268,823
0.07% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,489
shares
|
$256,591
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,455
shares
|
$254,647
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,444
shares
|
$254,019
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,323
shares
|
$247,102
0.0% of portfolio
|
Q3 2024
Reduced 85.6%
|
|
|
Virtus Family Office LLC
El Paso, TX |
Nov 12, 2024 Q3 2024 |
4,259
shares
|
$243,444
0.31% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,152
shares
|
$237,328
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
3,740
shares
|
$213,778
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$212,235
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,337
shares
|
$133,582
0.0% of portfolio
|
Q4 2023
Added 543.8%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$114,320
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$109,575
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,886
shares
|
$107,803
0.0% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,808
shares
|
$103,345
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,769
shares
|
$101,116
0.01% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,402
shares
|
$80,138
0.04% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,367
shares
|
$78,137
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,183
shares
|
$67,620
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,141
shares
|
$65,219
0.0% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
890
shares
|
$50,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
851
shares
|
$48,643
0.0% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
825
shares
|
$47,157
0.0% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$38,583
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
675
shares
|
$38,583
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
650
shares
|
$37,154
0.0% of portfolio
|
Q4 2019
New holding
|