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 136 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
902,559
shares
|
$49.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
467,937
shares
|
$25.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
384,442
shares
|
$21.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
311,203
shares
|
$17 Million
0.23% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
310,802
shares
|
$17 Million
5.65% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
264,775
shares
|
$14.5 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
262,782
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 77.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
245,514
shares
|
$13.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
236,586
shares
|
$13 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,778
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
171,648
shares
|
$9.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 60.16%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
169,543
shares
|
$9.29 Million
5.91% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
159,801
shares
|
$8.75 Million
0.01% of portfolio
|
Q3 2025
Added 134.8%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
125,454
shares
|
$6.87 Million
3.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
123,864
shares
|
$6.79 Million
2.58% of portfolio
|
Q3 2025
Added 41.64%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,026
shares
|
$6.36 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
112,068
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.98 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
100,887
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
99,674
shares
|
$5.46 Million
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
98,349
shares
|
$5.39 Million
0.03% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
95,189
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
91,095
shares
|
$4.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
81,317
shares
|
$4.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
71,170
shares
|
$3.9 Million
0.46% of portfolio
|
Q3 2025
Added 3.65%
|
|