Purchases and Sales Made in Q4 2022 in Invesco S&P Smallcap Value Wit (XSVM)

XSVM Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q4 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
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.4K
New
$59.2K - $70.4K
1.4K $76.7K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.28K
+ 17.23%
$54.1K - $64.4K
8.72K $477K
Feb 06, 2023 Q4 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
1.26K
New
$53K - $63K
1.26K $68.7K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
1.2K
+ 11.54%
$50.7K - $60.3K
11.6K $635K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
1.13K
+ 15.82%
$47.5K - $56.5K
8.24K $451K
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.11K
+ 3.04%
$47K - $55.9K
37.7K $2.06M
Jan 13, 2023 Q4 2022
Cooper Financial Group

BUY
 -
973
+ 1.71%
$41.1K - $48.9K
57.7K $3.16M
Jan 12, 2024 Q4 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
635
+ 6.04%
$26.8K - $31.9K
11.2K $610K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
610
+ 1.88%
$25.7K - $30.6K
33.1K $1.81M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
601
+ 9.67%
$25.4K - $30.2K
6.82K $373K
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
477
+ 4.95%
$20.1K - $24K
10.1K $553K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
442
+ 2.97%
$18.7K - $22.2K
15.3K $839K
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
429
+ 1.55%
$18.1K - $21.5K
28.2K $1.54M
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
259
+ 78.72%
$10.9K - $13K
588 $32.2K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
217
+ 4.01%
$9.16K - $10.9K
5.63K $308K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
154
New
$6.5K - $7.74K
154 $8.43K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
114
New
$4.81K - $5.73K
114 $6.24K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
110
New
$4.64K - $5.53K
110 $6.02K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
92
+ 0.18%
$3.88K - $4.62K
51.7K $2.83M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
67
New
$2.83K - $3.37K
67 $3.67K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
47
+ 0.82%
$1.98K - $2.36K
5.75K $315K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
31
New
$1.31K - $1.56K
31 $1.7K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
6
New
$253 - $301
6 $328
Jan 12, 2023 Q4 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3
+ 0.04%
$127 - $151
7.15K $391K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-6
- 0.01%
$253 - $301
66.3K $3.63M
Feb 14, 2023 Q4 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
SELL
 -
-10
- 3.33%
$422 - $502
290 $15.9K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
SELL
 -
-12
- 0.12%
$507 - $603
9.6K $525K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

SELL
 -
-81
- 6.39%
$3.42K - $4.07K
1.19K $64.9K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

SELL
 -
-134
- 10.64%
$5.66K - $6.73K
1.13K $61.5K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-191
- 1.69%
$8.06K - $9.59K
11.1K $609K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

SELL
 -
-560
- 7.58%
$23.6K - $28.1K
6.83K $374K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-635
Closed
$26.8K - $31.9K
0 $0
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-676
- 98.98%
$28.5K - $34K
7 $383
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-783
- 13.97%
$33.1K - $39.3K
4.82K $264K
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-834
- 0.16%
$35.2K - $41.9K
528K $28.9M
Jan 24, 2023 Q4 2022
Del Sette Capital Management, LLC

SELL
 -
-1.35K
- 1.04%
$57.2K - $68K
129K $7.07M
Feb 10, 2023 Q4 2022
Wescap Management Group, Inc.

Glendale, CA
SELL
 -
-1.96K
- 12.1%
$82.6K - $98.3K
14.2K $778K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-2.08K
- 7.05%
$87.7K - $104K
27.4K $1.5M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-2.47K
- 10.39%
$104K - $124K
21.3K $1.17M
Jan 17, 2023 Q4 2022
Fortress Wealth Management, Inc.

SELL
 -
-2.53K
- 4.36%
$107K - $127K
55.6K $3.04M
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-3.47K
- 9.78%
$147K - $174K
32K $1.75M
Jan 17, 2023 Q4 2022
Bridge Advisory, LLC

SELL
 -
-3.83K
- 16.08%
$162K - $192K
20K $1.09M
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-4.36K
- 58.72%
$184K - $219K
3.06K $168K
Jan 06, 2023 Q4 2022
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-4.53K
- 4.03%
$191K - $228K
108K $5.9M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-8.12K
- 1.35%
$343K - $408K
595K $32.6M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-8.73K
- 23.84%
$369K - $439K
27.9K $1.53M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-8.86K
- 20.95%
$374K - $445K
33.4K $1.83M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-9K
- 68.11%
$380K - $452K
4.22K $231K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-13.7K
- 8.94%
$576K - $686K
139K $7.61M

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