Purchases and Sales Made in Q4 2022 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.8K- 48.49% |
$623K - $742K
|
15.7K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.2K- 52.7% |
$726K - $864K
|
15.4K
$845K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-17.8K- 13.75% |
$750K - $892K
|
111K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.4K- 52.25% |
$902K - $1.07M
|
19.5K
$1.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32.3K- 21.14% |
$1.37M - $1.62M
|
121K
$6.6M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-44.1K- 38.91% |
$1.86M - $2.21M
|
69.2K
$3.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-49.8K- 23.2% |
$2.1M - $2.5M
|
165K
$9.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-192K- 37.4% |
$8.11M - $9.66M
|
322K
$17.6M
|