Purchases and Sales Made in Q4 2024 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 2024. 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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 9.98% |
$36.8K - $41.8K
|
7.6K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
680New |
$36.3K - $41.2K
|
680
$34.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
660+ 37.31% |
$35.2K - $40K
|
2.43K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
472+ 26.11% |
$25.2K - $28.6K
|
2.28K
$115K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
442+ 4.37% |
$23.6K - $26.8K
|
10.6K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
434New |
$23.2K - $26.3K
|
434
$22K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 3.77% |
$17.9K - $20.4K
|
9.25K
$468K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
293New |
$15.6K - $17.8K
|
293
$14.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
254New |
$13.6K - $15.4K
|
254
$12.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
163+ 0.8% |
$8.7K - $9.88K
|
20.4K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
117New |
$6.25K - $7.09K
|
117
$5.92K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106+ 1.13% |
$5.66K - $6.43K
|
9.49K
$480K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95New |
$5.07K - $5.76K
|
95
$4.81K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43+ 2.24% |
$2.3K - $2.61K
|
1.96K
$99.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40+ 0.33% |
$2.14K - $2.43K
|
12.1K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38+ 0.18% |
$2.03K - $2.3K
|
20.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36+ 12.33% |
$1.92K - $2.18K
|
328
$16.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.08% |
$320 - $364
|
7.36K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$267 - $303
|
1.89K
$95.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5+ 0.09% |
$267 - $303
|
5.47K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.34% |
$214 - $243
|
1.19K
$60.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.68% |
$107 - $121
|
296
$15K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-13- 0.07% |
$694 - $788
|
17.8K
$903K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-59- 7.15% |
$3.15K - $3.58K
|
766
$38.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.54% |
$10.7K - $12.1K
|
12.8K
$646K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-292- 3.36% |
$15.6K - $17.7K
|
8.39K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-307- 0.52% |
$16.4K - $18.6K
|
58.3K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-323- 1.82% |
$17.2K - $19.6K
|
17.5K
$884K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 1.73% |
$17.6K - $20K
|
18.7K
$945K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-336- 1.14% |
$17.9K - $20.4K
|
29.1K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-561- 2.92% |
$29.9K - $34K
|
18.6K
$944K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-575- 8.74% |
$30.7K - $34.9K
|
6K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-675- 79.32% |
$36K - $40.9K
|
176
$8.91K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-691- 15.39% |
$36.9K - $41.9K
|
3.8K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 2.23% |
$54.4K - $61.9K
|
44.8K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 3.22% |
$54.6K - $62K
|
30.8K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 2.28% |
$77.3K - $87.9K
|
62K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.56K- 6.73% |
$83.3K - $94.7K
|
21.6K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.63K- 11.65% |
$86.8K - $98.7K
|
12.3K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.65K- 8.91% |
$88K - $99.9K
|
16.8K
$853K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 4.91% |
$91.1K - $104K
|
33.1K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.71K- 3.99% |
$91.4K - $104K
|
41.1K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.13K- 15.81% |
$114K - $129K
|
11.3K
$574K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.24K- 31.63% |
$119K - $136K
|
4.84K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.71K- 1.99% |
$145K - $164K
|
133K
$6.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.57K- 14.12% |
$190K - $216K
|
21.7K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.18K- 18.11% |
$330K - $374K
|
27.9K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.66K- 31.37% |
$355K - $404K
|
14.6K
$737K
|