Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
483KNew |
$25.8M - $29.3M
|
483K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$11M - $12.5M
|
206K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
117KNew |
$6.27M - $7.12M
|
117K
$5.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
58.3K+ 8.66% |
$3.11M - $3.54M
|
732K
$36.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.1K+ 2.5% |
$2.19M - $2.49M
|
1.68M
$84.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.9K+ 56.87% |
$2.08M - $2.36M
|
107K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
33.8KNew |
$1.8M - $2.05M
|
33.8K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
28.3KNew |
$1.51M - $1.71M
|
28.3K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.15M - $1.31M
|
21.5K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
19.4K+ 379.8% |
$1.04M - $1.18M
|
24.5K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2K+ 7.29% |
$971K - $1.1M
|
268K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.4K+ 85.61% |
$877K - $997K
|
35.6K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
15.8K+ 5.91% |
$843K - $957K
|
283K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14.2KNew |
$757K - $860K
|
14.2K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.3K+ 67.76% |
$655K - $744K
|
30.4K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$603K - $685K
|
11.3K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$595K - $676K
|
11.1K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7K+ 1.55% |
$571K - $649K
|
700K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.69K+ 63.62% |
$517K - $588K
|
24.9K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.07K+ 2.89% |
$431K - $489K
|
287K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.6KNew |
$405K - $461K
|
7.6K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.23K+ 3.69% |
$386K - $439K
|
203K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.1K+ 45.48% |
$379K - $430K
|
22.7K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.84K+ 22.63% |
$365K - $415K
|
37K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.37KNew |
$340K - $386K
|
6.37K
$320K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.24K+ 10.46% |
$333K - $378K
|
65.9K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.95KNew |
$318K - $361K
|
5.95K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.58K+ 12.41% |
$298K - $339K
|
50.6K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.86KNew |
$259K - $295K
|
4.86K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 1226.94% |
$236K - $268K
|
4.78K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 10.6% |
$235K - $267K
|
45.9K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.15K+ 22.41% |
$221K - $251K
|
22.6K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.78KNew |
$202K - $229K
|
3.78K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.77K+ 3.77% |
$201K - $228K
|
104K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.71K+ 3.95% |
$198K - $225K
|
97.7K
$4.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.23K+ 30.87% |
$172K - $196K
|
13.7K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.87K+ 10.05% |
$153K - $174K
|
31.4K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 2.07% |
$126K - $144K
|
117K
$5.85M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$5.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 1.24% |
$107K - $121K
|
162K
$8.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.5KNew |
$80.1K - $91K
|
1.5K
$75.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.4K+ 1.73% |
$74.7K - $84.9K
|
82.1K
$4.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.3K+ 3.28% |
$69.6K - $79K
|
41K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.19K+ 25.32% |
$63.6K - $72.2K
|
5.89K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 4.77% |
$59.4K - $67.4K
|
24.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.08K+ 8.31% |
$57.7K - $65.5K
|
14.1K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
983New |
$52.5K - $59.6K
|
983
$49.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
726+ 1.44% |
$38.8K - $44K
|
51.2K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
714+ 7.9% |
$38.1K - $43.3K
|
9.75K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 9.98% |
$36.8K - $41.8K
|
7.6K
$381K
|