Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
265KNew |
$13.6M - $15.4M
|
265K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 77.48% |
$5.89M - $6.67M
|
263K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.7K+ 134.8% |
$4.71M - $5.33M
|
160K
$8.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
36.4K+ 41.64% |
$1.87M - $2.12M
|
124K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 24.14% |
$982K - $1.11M
|
98.3K
$5.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 5.38% |
$816K - $924K
|
311K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
10.8K+ 6.8% |
$554K - $628K
|
170K
$9.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.94K+ 2.65% |
$510K - $578K
|
384K
$21.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.77KNew |
$245K - $277K
|
4.77K
$261K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.75KNew |
$244K - $276K
|
4.75K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$214K - $243K
|
4.18K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.95KNew |
$203K - $230K
|
3.95K
$216K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.75KNew |
$193K - $218K
|
3.75K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $217K
|
3.74K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.61KNew |
$185K - $210K
|
3.61K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.22K+ 6.29% |
$165K - $187K
|
54.4K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 11.81% |
$141K - $160K
|
26K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
2.5K+ 3.65% |
$129K - $146K
|
71.2K
$3.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.27K+ 4.92% |
$116K - $132K
|
48.4K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.75K+ 5.88% |
$89.6K - $102K
|
31.4K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.21K+ 17.91% |
$62.3K - $70.6K
|
7.99K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21KNew |
$62K - $70.2K
|
1.21K
$66.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 4.34% |
$54.2K - $61.3K
|
25.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 76.01% |
$54K - $61.2K
|
2.44K
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
965+ 3.97% |
$49.5K - $56.1K
|
25.2K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
934New |
$47.9K - $54.3K
|
934
$51.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
852+ 10.39% |
$43.7K - $49.5K
|
9.05K
$496K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
838+ 1.32% |
$43K - $48.7K
|
64.2K
$3.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
785+ 1.66% |
$40.3K - $45.6K
|
48.2K
$2.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
492+ 0.5% |
$25.3K - $28.6K
|
99.7K
$5.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
423+ 17.08% |
$21.7K - $24.6K
|
2.9K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
421+ 3.18% |
$21.6K - $24.5K
|
13.7K
$748K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
238+ 0.7% |
$12.2K - $13.8K
|
34.4K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
215+ 59.72% |
$11K - $12.5K
|
575
$31.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.47% |
$6.57K - $7.44K
|
27.3K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
92New |
$4.72K - $5.35K
|
92
$5.04K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
79New |
$4.06K - $4.59K
|
79
$4.33K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
71+ 0.55% |
$3.64K - $4.13K
|
13K
$714K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52New |
$2.67K - $3.02K
|
52
$2.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 8.62% |
$2.05K - $2.33K
|
504
$27.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
30+ 0.7% |
$1.54K - $1.74K
|
4.31K
$236K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12+ 0.07% |
$616 - $698
|
16.5K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.27% |
$616 - $698
|
4.39K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.19% |
$513 - $582
|
5.39K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 2.6% |
$462 - $523
|
355
$19.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
9+ 0.22% |
$462 - $523
|
4.16K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.67% |
$411 - $465
|
1.21K
$66.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.73% |
$359 - $407
|
961
$52.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.69% |
$103 - $116
|
290
$15.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|