Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.63K+ 21.4% |
$196K - $207K
|
20.6K
$1.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
2.4K+ 3.38% |
$130K - $137K
|
73.6K
$4.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.89K+ 65.28% |
$102K - $108K
|
4.79K
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
980+ 1.8% |
$53K - $55.8K
|
55.4K
$3.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
146+ 0.46% |
$7.89K - $8.31K
|
31.6K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36+ 0.4% |
$1.95K - $2.05K
|
9.09K
$498K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.11% |
$324 - $342
|
5.39K
$295K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-150- 0.34% |
$8.11K - $8.54K
|
44K
$2.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-479- 2.71% |
$25.9K - $27.3K
|
17.2K
$943K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-486- 5.01% |
$26.3K - $27.7K
|
9.22K
$505K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 4.21% |
$72.5K - $76.3K
|
30.5K
$1.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 5.41% |
$79.9K - $84.1K
|
25.8K
$1.41M
|
|