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 141 institutions that hold shares in the stock, with a total of 9.12 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
12,070
shares
|
$668,315
0.04% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,344
shares
|
$628,117
0.01% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,126
shares
|
$616,046
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
10,556
shares
|
$584,485
0.18% of portfolio
|
Q4 2024
Reduced 64.59%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
10,556
shares
|
$584,485
0.13% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,460
shares
|
$579,170
0.05% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
9,865
shares
|
$546,225
0.11% of portfolio
|
Q4 2022
Added 17.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,754
shares
|
$540,078
0.01% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
9,740
shares
|
$539,303
0.07% of portfolio
|
Q2 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,725
shares
|
$538,473
0.02% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,487
shares
|
$525,295
0.02% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
9,281
shares
|
$513,888
0.1% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
8,913
shares
|
$493,512
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
8,680
shares
|
$480,611
0.35% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
8,496
shares
|
$470,423
0.28% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$450,988
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$434,599
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
7,358
shares
|
$407,412
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,076
shares
|
$391,798
0.07% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,911
shares
|
$382,662
0.01% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,576
shares
|
$364,113
0.01% of portfolio
|
Q1 2023
Added 12.09%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,470
shares
|
$302,873
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
5,400
shares
|
$298,998
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,114
shares
|
$283,162
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$276,850
0.01% of portfolio
|
Q2 2024
New holding
|