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 $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
99,434
shares
|
$4.97 Million
0.59% of portfolio
|
Q4 2024
Reduced 26.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
97,709
shares
|
$4.89 Million
0.0% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
82,140
shares
|
$4.11 Million
1.8% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
79,150
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.84%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
65,919
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
61,967
shares
|
$3.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
58,250
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,257
shares
|
$2.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,481
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
51,232
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
50,580
shares
|
$2.53 Million
0.54% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
49,500
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
45,901
shares
|
$2.3 Million
2.22% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
45,568
shares
|
$2.28 Million
0.71% of portfolio
|
Q3 2024
Reduced 30.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
44,803
shares
|
$2.24 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
41,144
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
41,043
shares
|
$2.05 Million
0.34% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
37,048
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
35,639
shares
|
$1.78 Million
0.14% of portfolio
|
Q4 2024
Added 85.61%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
33,800
shares
|
$1.69 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
33,092
shares
|
$1.65 Million
1.02% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
31,429
shares
|
$1.57 Million
1.1% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,750
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
30,390
shares
|
$1.52 Million
1.6% of portfolio
|
Q4 2024
Added 67.76%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$1.5 Million
0.34% of portfolio
|
Q3 2021
Reduced 10.0%
|