Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 18.9% |
$6.52M - $8.06M
|
930K
$51.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
137KNew |
$6.06M - $7.49M
|
137K
$7.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
131K+ 28.62% |
$5.79M - $7.15M
|
590K
$32.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120K+ 645.5% |
$5.29M - $6.54M
|
139K
$7.63M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.1KNew |
$3.31M - $4.09M
|
75.1K
$4.13M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
56.4KNew |
$2.49M - $3.07M
|
56.4K
$3.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
54.5KNew |
$2.4M - $2.97M
|
54.5K
$3M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
48.4K+ 347.74% |
$2.13M - $2.64M
|
62.3K
$3.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.5K+ 75.62% |
$1.88M - $2.32M
|
98.8K
$5.44M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.7K+ 14.51% |
$1.62M - $2M
|
290K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36KNew |
$1.59M - $1.96M
|
36K
$1.98M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
35.2KNew |
$1.55M - $1.92M
|
35.2K
$1.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 43.03% |
$1.45M - $1.8M
|
110K
$6.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.7K+ 52.66% |
$1.31M - $1.62M
|
86.1K
$4.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.7KNew |
$1.22M - $1.51M
|
27.7K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.4KNew |
$988K - $1.22M
|
22.4K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.3K+ 150.82% |
$983K - $1.21M
|
37.1K
$2.04M
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
19.2K+ 37.77% |
$848K - $1.05M
|
70.2K
$3.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.1KNew |
$709K - $876K
|
16.1K
$885K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 139.35% |
$665K - $822K
|
25.9K
$1.43M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
14.9KNew |
$656K - $810K
|
14.9K
$818K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.6K+ 33.69% |
$645K - $796K
|
58K
$3.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
13.4K+ 6.21% |
$590K - $728K
|
229K
$12.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
12.7KNew |
$562K - $694K
|
12.7K
$701K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 71.14% |
$529K - $653K
|
28.8K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.3K+ 16.55% |
$500K - $618K
|
79.9K
$4.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.9KNew |
$480K - $594K
|
10.9K
$599K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.85KNew |
$434K - $537K
|
9.85K
$542K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.24K+ 97.84% |
$408K - $504K
|
18.7K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.09K+ 3.13% |
$401K - $495K
|
300K
$16.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.09KNew |
$313K - $386K
|
7.09K
$390K
|
|
|
Jul 22, 2022
Q2 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
5.91K+ 5.09% |
$260K - $322K
|
122K
$6.71M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.64K+ 115.98% |
$249K - $307K
|
10.5K
$578K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.54K+ 23.85% |
$244K - $302K
|
28.8K
$1.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.04KNew |
$222K - $275K
|
5.04K
$277K
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.83KNew |
$213K - $263K
|
4.83K
$266K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.3K+ 14.0% |
$190K - $234K
|
35K
$1.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.59K+ 11.66% |
$158K - $196K
|
34.4K
$1.89M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.59K+ 11.66% |
$158K - $196K
|
34.4K
$1.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
3.47K+ 16.2% |
$153K - $189K
|
24.9K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.41K+ 85.81% |
$150K - $185K
|
7.37K
$406K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.23K+ 5.11% |
$143K - $176K
|
66.5K
$3.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.85K+ 66.93% |
$126K - $155K
|
7.11K
$391K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.85K+ 66.93% |
$126K - $155K
|
7.11K
$391K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.78K+ 16.52% |
$123K - $152K
|
19.6K
$1.08M
|
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.64K+ 35.59% |
$116K - $144K
|
10.1K
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 22.87% |
$114K - $141K
|
13.9K
$764K
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.91K+ 6.69% |
$84.1K - $104K
|
30.4K
$1.68M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.61KNew |
$70.9K - $87.6K
|
1.61K
$88.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48K+ 132.88% |
$65K - $80.3K
|
2.59K
$142K
|