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 151 institutions that hold shares in the stock, with a total of 9.86 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,682,054
shares
|
$87.7 Million
0.04% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
731,622
shares
|
$38.2 Million
0.17% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
700,345
shares
|
$36.5 Million
0.06% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
546,438
shares
|
$28.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
483,286
shares
|
$25.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 98.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
454,106
shares
|
$23.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
287,423
shares
|
$15 Million
0.1% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
282,990
shares
|
$14.8 Million
0.54% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
267,955
shares
|
$14 Million
0.23% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
205,536
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
203,407
shares
|
$10.6 Million
8.61% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
187,778
shares
|
$9.79 Million
0.01% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
166,919
shares
|
$8.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 58.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
162,431
shares
|
$8.47 Million
0.02% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
149,338
shares
|
$7.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
135,268
shares
|
$7.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
133,713
shares
|
$6.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
133,456
shares
|
$6.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
125,454
shares
|
$6.54 Million
3.96% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
117,454
shares
|
$6.13 Million
3.86% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
116,621
shares
|
$6.08 Million
0.25% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
109,223
shares
|
$5.7 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
107,345
shares
|
$5.6 Million
0.0% of portfolio
|
Q4 2024
Added 56.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
103,503
shares
|
$5.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
102,080
shares
|
$5.32 Million
0.75% of portfolio
|
Q4 2024
Added 2.1%
|