Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-42- 0.06% |
$1.81K - $2.2K
|
73.9K
$4.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-59- 4.97% |
$2.54K - $3.09K
|
1.13K
$62.4K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-101- 1.0% |
$4.36K - $5.28K
|
10K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-120- 0.22% |
$5.18K - $6.28K
|
55.6K
$3.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 2.73% |
$9.7K - $11.8K
|
8.01K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-227- 4.71% |
$9.79K - $11.9K
|
4.59K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-244- 0.42% |
$10.5K - $12.8K
|
57.5K
$3.18M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-281- 4.99% |
$12.1K - $14.7K
|
5.35K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-303- 6.22% |
$13.1K - $15.8K
|
4.57K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-329- 55.95% |
$14.2K - $17.2K
|
259
$14.3K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-345- 2.25% |
$14.9K - $18K
|
15K
$830K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-619- 4.01% |
$26.7K - $32.4K
|
14.8K
$820K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-672- 7.43% |
$29K - $35.2K
|
8.38K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-737- 2.3% |
$31.8K - $38.6K
|
31.3K
$1.73M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-770- 1.03% |
$33.2K - $40.3K
|
74.1K
$4.1M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-778- 5.47% |
$33.6K - $40.7K
|
13.4K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-882- 9.19% |
$38K - $46.1K
|
8.72K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-994- 1.92% |
$42.9K - $52K
|
50.7K
$2.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-995- 1.79% |
$42.9K - $52K
|
54.6K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.23K- 17.3% |
$53K - $64.3K
|
5.88K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.25K- 29.58% |
$53.8K - $65.2K
|
2.97K
$164K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.64K- 1.9% |
$70.9K - $85.9K
|
84.6K
$4.68M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.68K- 4.44% |
$72.2K - $87.6K
|
36K
$1.99M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.84K- 18.78% |
$79.1K - $96K
|
7.94K
$439K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-2.14K- 19.18% |
$92.3K - $112K
|
9.01K
$499K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.4K- 35.19% |
$104K - $126K
|
4.43K
$245K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.59K- 2.4% |
$112K - $135K
|
105K
$5.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.13K- 16.72% |
$135K - $163K
|
15.6K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.33K- 7.03% |
$143K - $174K
|
44K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.8K- 1.82% |
$250K - $304K
|
312K
$17.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.69K- 15.74% |
$332K - $402K
|
41.2K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.6K- 67.53% |
$457K - $554K
|
5.09K
$282K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 58.51% |
$542K - $657K
|
8.91K
$493K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 38.47% |
$548K - $665K
|
20.3K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9K- 53.3% |
$641K - $778K
|
13K
$721K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.3K- 2.14% |
$662K - $803K
|
701K
$38.8M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3K- 59.53% |
$703K - $853K
|
11.1K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.6K- 84.82% |
$715K - $867K
|
2.97K
$164K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.7K- 15.65% |
$765K - $927K
|
95.6K
$5.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.9K- 86.35% |
$944K - $1.14M
|
3.46K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-25.3K- 66.29% |
$1.09M - $1.33M
|
12.9K
$713K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.7K- 53.74% |
$1.58M - $1.92M
|
31.6K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-46.2K- 22.17% |
$1.99M - $2.41M
|
162K
$8.97M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.6K- 8.85% |
$2.44M - $2.96M
|
583K
$32.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-66.8K- 40.5% |
$2.88M - $3.5M
|
98.2K
$5.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-79.4K- 22.7% |
$3.42M - $4.15M
|
270K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-81.1K- 15.38% |
$3.5M - $4.24M
|
446K
$24.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-85.2K- 70.82% |
$3.67M - $4.45M
|
35.1K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-95K- 29.53% |
$4.1M - $4.97M
|
227K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-166K- 75.46% |
$7.17M - $8.7M
|
54.1K
$2.99M
|