Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
196K+ 100.37% |
$9.83M - $11.1M
|
390K
$21.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 27.31% |
$6.98M - $7.87M
|
647K
$35.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
129KNew |
$6.49M - $7.32M
|
129K
$7.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 92.34% |
$5.99M - $6.75M
|
248K
$13.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
82.1KNew |
$4.13M - $4.65M
|
82.1K
$4.52M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
77.3K+ 59.59% |
$3.89M - $4.38M
|
207K
$11.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
58K+ 62.04% |
$2.92M - $3.29M
|
152K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.1K+ 35.42% |
$2.42M - $2.73M
|
184K
$10.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
45.6K+ 64.74% |
$2.29M - $2.58M
|
116K
$6.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
41.9KNew |
$2.11M - $2.38M
|
41.9K
$2.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.6K+ 5.29% |
$1.54M - $1.73M
|
610K
$33.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 10.75% |
$1.45M - $1.63M
|
297K
$16.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.6KNew |
$1.44M - $1.62M
|
28.6K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5K+ 72.25% |
$1.33M - $1.5M
|
63.3K
$3.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25.6K+ 400.19% |
$1.29M - $1.45M
|
32K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
23.3K+ 44.34% |
$1.17M - $1.32M
|
75.8K
$4.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21KNew |
$1.06M - $1.19M
|
21K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4KNew |
$1.02M - $1.15M
|
20.4K
$1.12M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19.2KNew |
$963K - $1.09M
|
19.2K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.6K+ 53.71% |
$885K - $998K
|
50.4K
$2.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.4KNew |
$874K - $985K
|
17.4K
$956K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5KNew |
$728K - $821K
|
14.5K
$797K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1KNew |
$657K - $741K
|
13.1K
$719K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.9K+ 73.27% |
$649K - $732K
|
30.5K
$1.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.8KNew |
$644K - $726K
|
12.8K
$705K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.7KNew |
$588K - $663K
|
11.7K
$644K
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.9KNew |
$548K - $618K
|
10.9K
$600K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 85.5% |
$522K - $589K
|
22.6K
$1.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.91KNew |
$498K - $562K
|
9.91K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.76K+ 106.47% |
$440K - $496K
|
17K
$935K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.18K+ 148.33% |
$411K - $464K
|
13.7K
$754K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.91KNew |
$398K - $448K
|
7.91K
$435K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.91KNew |
$397K - $448K
|
7.91K
$435K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.78KNew |
$391K - $441K
|
7.78K
$428K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.42KNew |
$373K - $421K
|
7.42K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6.87KNew |
$345K - $390K
|
6.87K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.11KNew |
$307K - $346K
|
6.11K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.7KNew |
$287K - $323K
|
5.7K
$314K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.35KNew |
$269K - $303K
|
5.35K
$294K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.64KNew |
$233K - $263K
|
4.64K
$255K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
4.4KNew |
$221K - $249K
|
4.4K
$242K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.24K+ 789.2% |
$213K - $240K
|
4.78K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 38.36% |
$203K - $229K
|
14.6K
$801K
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.87KNew |
$194K - $219K
|
3.87K
$213K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 57.58% |
$191K - $215K
|
10.4K
$572K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.83K+ 9.77% |
$92K - $104K
|
20.6K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 63.05% |
$77.4K - $87.2K
|
3.98K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.25K+ 9.01% |
$62.8K - $70.8K
|
15.1K
$831K
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
808+ 17.21% |
$40.6K - $45.8K
|
5.5K
$303K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
790New |
$39.7K - $44.8K
|
790
$43.5K
|