Invesco S&P Smallcap Value Wit XSVM

XSVM Quotes by TradingView
Institutional shares held 9.53 Million
100 calls
0 puts
Total value of holdings $462M
$4K calls
$0 puts
# of Institutions 148

Quarterly Institutional Activity in XSVM

Shares Bought
Shares Sold
View Transactions

Top Institutions Holding XSVM

View all
View all

Latest Institutional Activity in XSVM

Top Purchases

Q1 2025
Valmark Advisers, Inc. Shares Held: 278K ($13.5M)
10.1K Shares purchased
3.77% Added
Q1 2025
Park Avenue Securities LLC Shares Held: 4.47K ($217K)
4.47K Shares purchased
New Holding
Q1 2025
Fermata Advisors, LLC Shares Held: 54.4K ($2.64M)
3.8K Shares purchased
7.51% Added
Q1 2025
Envestnet Asset Management Inc Shares Held: 137K ($6.66M)
3.77K Shares purchased
2.82% Added
Q1 2025
Premier Path Wealth Partners, LLC Shares Held: 44.7K ($2.17M)
3.64K Shares purchased
8.86% Added
View All Buyers

Top Sells

Q1 2025
Resources Investment Advisors, Llc. Shares Held: 6.57K ($318K)
50.7K Shares sold
88.53% Reduced
Q1 2025
Traction Financial Partners, LLC Shares Held: 176K ($8.53M)
27.4K Shares sold
13.45% Reduced
Q1 2025
Marshall Financial Group LLC Shares Held: 24.3K ($1.18M)
20.5K Shares sold
45.81% Reduced
Q1 2025
Janney Montgomery Scott LLC Shares Held: 152K ($7.37M)
10.3K Shares sold
6.36% Reduced
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 31.6K ($1.53M)
9.57K Shares sold
23.27% Reduced
View All Sellers

About XSVM

XSVM Chart by TradingView
XSVM Fundamental Data by TradingView

Track Institutional and Insider Activities on XSVM

Follow INVESCO S&P SMALLCAP VALUE WIT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XSVM shares.

Notify only if
Any

Insider Trading

Get notified when an Invesco S&P Smallcap Value Wit insider buys or sells XSVM shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to INVESCO S&P SMALLCAP VALUE WIT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XSVM