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 136 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
19,751
shares
|
$1.08 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
18,426
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
17,691
shares
|
$969,112
0.22% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,540
shares
|
$960,841
0.02% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
17,395
shares
|
$952,898
0.19% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
16,966
shares
|
$929,397
0.52% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,552
shares
|
$906,718
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,281
shares
|
$891,873
0.0% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,696
shares
|
$859,826
0.0% of portfolio
|
Q3 2025
Reduced 77.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
13,658
shares
|
$748,185
0.0% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
13,537
shares
|
$741,556
0.35% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
13,477
shares
|
$738,270
0.0% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
13,034
shares
|
$714,002
0.51% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10,784
shares
|
$590,747
0.04% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
10,298
shares
|
$564,124
0.39% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$540,404
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,740
shares
|
$533,557
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
9,736
shares
|
$533,338
0.0% of portfolio
|
Q3 2025
Reduced 23.72%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,704
shares
|
$531,585
0.11% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,684
shares
|
$530,489
0.0% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,174
shares
|
$502,551
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
9,094
shares
|
$498,169
0.09% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,050
shares
|
$495,759
0.0% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,899
shares
|
$487,487
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
8,197
shares
|
$449,031
0.05% of portfolio
|
Q3 2025
Added 10.39%
|
|