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 |
|---|---|---|---|---|---|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
8,145
shares
|
$446,183
0.68% of portfolio
|
Q3 2023
Added 5.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
8,037
shares
|
$440,266
0.03% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
7,991
shares
|
$437,746
0.06% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,947
shares
|
$435,336
0.03% of portfolio
|
Q3 2025
Reduced 40.65%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,849
shares
|
$429,968
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,086
shares
|
$388,171
0.01% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,440
shares
|
$352,783
0.01% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,001
shares
|
$328,734
0.01% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,787
shares
|
$317,011
0.01% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
5,689
shares
|
$311,643
0.01% of portfolio
|
Q2 2025
Reduced 46.07%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
5,387
shares
|
$295,099
0.07% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$273,900
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,772
shares
|
$261,410
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,753
shares
|
$260,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
4,455
shares
|
$244,044
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,388
shares
|
$240,374
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
4,314
shares
|
$236,320
0.05% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,180
shares
|
$228,980
0.01% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,176
shares
|
$228,761
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,162
shares
|
$227,994
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
3,951
shares
|
$216,435
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,753
shares
|
$205,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
3,740
shares
|
$204,877
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,713
shares
|
$203,398
0.01% of portfolio
|
Q2 2020
Added 19.31%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
3,612
shares
|
$197,865
0.02% of portfolio
|
Q3 2025
New holding
|
|