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Invesco S&P SmallCap Value with Momentum ETF (XSVM) Institutional Ownership

Invesco S&P SmallCap Value with Momentum ETF logo
$51.05 -0.12 (-0.23%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$114.73M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$34.45M
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XSVM Institutional Buying and Selling by Quarter

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Invesco S&P SmallCap Value with Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC15,596$850K0.0%+40.2%0.122%
2/27/2025 Carolinas Wealth Consulting LLC4,838$264K0.0%-31.6%0.037%
2/25/2025 Leigh Baldwin & CO. LLC8,871$483K0.3%N/A0.068%
2/18/2025 49 Wealth Management LLC14,567$794K0.1%-31.4%0.103%
2/18/2025 Focus Partners Advisor Solutions LLC24,923$1.36M0.0%+63.6%0.176%
2/17/2025 Two Sigma Investments LP49,500$2.70M0.0%-16.2%0.349%
2/17/2025 CoreCap Advisors LLC2,280$124K0.0%+26.1%0.016%
2/17/2025 Cetera Investment Advisers103,503$5.64M0.0%+3.8%0.729%
2/17/2025 Bank of America Corp DE454,106$24.74M0.0%-3.8%3.198%
2/17/2025 Benjamin Edwards Inc.16,845$921K0.0%-8.9%0.119%
2/17/2025 Ameriprise Financial Inc.79,150$4.31M0.0%-62.8%0.557%
2/17/2025 Anderson Financial Strategies LLC117,454$6.40M3.9%N/A0.827%
2/17/2025 Apex Wealth Management LLC33,800$1.84M1.6%N/A0.238%
2/17/2025 360 Financial Inc.282,990$15.42M5.6%+5.9%1.993%
2/14/2025 Eagle Strategies LLC4,859$265K0.0%N/A0.034%
2/14/2025 Jane Street Group LLC6,373$347K0.0%N/A0.045%
2/14/2025 Integrated Wealth Concepts LLC14,082$767K0.0%+8.3%0.099%
2/14/2025 IHT Wealth Management LLC51,232$2.79M0.1%+1.4%0.361%
2/14/2025 OneDigital Investment Advisors LLC57,257$3.12M0.0%-33.7%0.403%
2/14/2025 MML Investors Services LLC135,268$7.37M0.0%-18.1%0.953%
2/13/2025 NewEdge Advisors LLC4,777$260K0.0%+1,226.9%0.034%
2/13/2025 Altman Advisors Inc.82,140$4.48M1.7%+1.7%0.578%
2/13/2025 Townsquare Capital LLC3,798$207K0.0%-15.4%0.027%
2/13/2025 Envestnet Asset Management Inc.133,713$7.29M0.0%-16.1%0.942%
2/13/2025 Wells Fargo & Company MN149,338$8.14M0.0%-15.8%1.052%
2/12/2025 Thoroughbred Financial Services LLC16,313$888K0.1%-45.6%0.115%
2/12/2025 Arete Wealth Advisors LLC35,639$1.95M0.1%+85.6%0.251%
2/12/2025 WESCAP Management Group Inc.5,894$321K0.1%+25.3%0.042%
2/12/2025 OLD Mission Capital LLC7,596$414K0.0%N/A0.053%
2/11/2025 LPL Financial LLC1,682,054$91.64M0.0%+2.5%11.845%
2/11/2025 Del Sette Capital Management LLC18,644$1.02M0.8%-2.9%0.131%
2/11/2025 Bestgate Wealth Advisors LLC28,262$1.54M3.1%N/A0.199%
2/10/2025 Dopkins Wealth Management LLC24,537$1.34M0.7%+379.8%0.173%
2/10/2025 Parallel Advisors LLC6,001$327K0.0%-8.7%0.042%
2/10/2025 Creative Financial Designs Inc. ADV13,689$746K0.1%+30.9%0.096%
2/10/2025 Commonwealth Equity Services LLC700,345$38.16M0.1%+1.6%4.932%
2/10/2025 Avantax Advisory Services Inc.287,423$15.66M0.1%+2.9%2.024%
2/7/2025 HighTower Advisors LLC30,750$1.68M0.0%-3.2%0.217%
2/7/2025 Independent Advisor Alliance21,535$1.17M0.0%N/A0.152%
2/7/2025 Lowery Thomas LLC24,414$1.33M0.9%+4.8%0.172%
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2/6/2025 Raymond James Financial Inc.205,536$11.20M0.0%N/A1.447%
2/6/2025 Charles Schwab Investment Management Inc.21,632$1.18M0.0%-6.7%0.152%
2/6/2025 Jones Financial Companies Lllp22,702$1.24M0.0%+45.5%0.160%
2/5/2025 SRS Capital Advisors Inc.5,950$324K0.0%N/A0.042%
2/5/2025 Private Trust Co. NA2,429$132K0.0%+37.3%0.017%
2/5/2025 Brightwater Advisory LLC8,388$457K0.4%-3.4%0.059%
2/5/2025 Kellett Wealth Advisors LLC45,901$2.50M1.7%+10.6%0.323%
2/4/2025 MONECO Advisors LLC99,434$5.42M0.6%-27.0%0.700%
2/3/2025 Sigma Planning Corp7,601$414K0.0%+10.0%0.054%
2/3/2025 Laurel Wealth Planning LLC31,429$1.71M1.1%+10.0%0.221%
2/3/2025 Private Advisor Group LLC65,919$3.59M0.0%+10.5%0.464%
1/31/2025 Traction Financial Partners LLC203,407$11.08M8.6%+3.7%1.432%
1/31/2025 Atria Wealth Solutions Inc.11,344$618K0.0%-15.8%0.080%
1/31/2025 D.A. Davidson & CO.18,668$1.02M0.0%-1.7%0.131%
1/30/2025 Valmark Advisers Inc.267,955$14.60M0.2%+7.3%1.887%
1/30/2025 Principal Securities Inc.9,754$531K0.0%+7.9%0.069%
1/29/2025 Focus Financial Network Inc.116,621$6.35M0.3%+2.1%0.821%
1/27/2025 Stratos Wealth Partners LTD.41,144$2.24M0.0%-4.0%0.290%
1/27/2025 Guidance Capital Inc.10,556$584K0.2%-64.6%0.074%
1/24/2025 Spire Wealth Management29,109$1.59M0.0%-1.1%0.205%
1/23/2025 OxenFree Capital LLC17,456$951K0.7%-1.8%0.123%
1/23/2025 Williams & Novak LLC30,390$1.66M1.6%+67.8%0.214%
1/22/2025 Fortress Wealth Management Inc.33,092$1.80M0.9%-4.9%0.233%
1/21/2025 Marshall Financial Group LLC44,803$2.44M0.6%-2.2%0.316%
1/21/2025 Andina Capital Management LLC14,175$772K0.6%N/A0.100%
1/21/2025 Southland Equity Partners LLC10,556$575K0.1%+4.4%0.074%
1/17/2025 Janney Montgomery Scott LLC162,431$8.85M0.0%+1.2%1.144%
1/15/2025 TruWealth Advisors LLC12,765$695K0.0%-1.5%0.090%
1/15/2025 Premier Path Wealth Partners LLC41,043$2.24M0.3%+3.3%0.289%
1/15/2025 Fermata Advisors LLC50,580$2.76M0.5%+12.4%0.356%
1/13/2025 CHB Investment Group LLC27,917$1.52M0.8%-18.1%0.197%
1/13/2025 Cooper Financial Group61,967$3.38M0.4%-2.3%0.436%
1/10/2025 HBW Advisory Services LLC21,705$1.18M0.2%-14.1%0.153%
1/6/2025 Insight Wealth Strategies LLC102,080$5.56M0.7%+2.1%0.719%
12/26/2024 JPMorgan Chase & Co.12,468$686K0.0%+1,136.9%0.088%
11/25/2024 World Investment Advisors LLC14,477$796K0.0%N/A0.102%
11/18/2024 Arete Wealth Advisors LLC19,201$1.05M0.1%-5.5%0.135%
11/18/2024Asset Allocation Strategies LLC45,568$2.51M0.7%-30.4%0.321%
11/15/2024 MML Investors Services LLC165,132$9.08M0.0%+4.7%1.163%
11/15/2024 WESCAP Management Group Inc.4,703$259K0.1%-7.3%0.033%
11/15/2024 Stifel Financial Corp20,876$1.15M0.0%+32.7%0.147%
11/15/2024 IHT Wealth Management LLC50,506$2.78M0.1%+10.4%0.356%
11/15/2024 Integrated Wealth Concepts LLC13,002$715K0.0%+4.1%0.092%
11/15/2024 HighTower Advisors LLC31,773$1.75M0.0%-5.0%0.224%
11/15/2024 Benjamin Edwards Inc.18,493$1.02M0.0%N/A0.130%
11/13/2024 Townsquare Capital LLC4,489$247K0.0%+12.9%0.032%
11/13/2024 FMR LLC1,902$105K0.0%+11.5%0.013%
11/12/2024 Meridian Wealth Management LLC29,319$1.61M0.1%-3.7%0.206%
11/12/2024 49 Wealth Management LLC21,224$1.17M0.2%-21.0%0.149%
11/12/2024 Charles Schwab Investment Management Inc.23,193$1.28M0.0%-1.6%0.163%
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11/8/2024 Altman Advisors Inc.80,740$4.44M2.0%+31.4%0.569%
11/8/2024 Howe & Rusling Inc.464$26K0.0%N/A0.003%
11/8/2024 Lowery Thomas LLC23,302$1.28M0.9%+10.7%0.164%
11/6/2024 OneDigital Investment Advisors LLC86,373$4.75M0.1%-5.9%0.608%
11/6/2024 Traction Financial Partners LLC196,175$10.79M8.5%-12.6%1.382%
11/6/2024 Dopkins Wealth Management LLC5,114$281K0.2%N/A0.036%
11/6/2024 Schrum Private Wealth Management LLC4,444$244K0.1%N/A0.031%
11/4/2024 Del Sette Capital Management LLC19,205$1.06M0.8%-5.8%0.135%
11/4/2024 Sigma Planning Corp6,911$380K0.0%+6.8%0.049%
11/1/2024 Sheets Smith Wealth Management3,740$206K0.0%N/A0.026%
(Data available from 1/1/2016 forward)

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XSVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVM shares?

During the previous two years, 144 institutional investors and hedge funds held shares of Invesco S&P SmallCap Value with Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($91.64M), Commonwealth Equity Services LLC ($38.16M), CWM LLC ($37.02M), Bank of America Corp DE ($24.74M), Avantax Advisory Services Inc. ($15.66M), 360 Financial Inc. ($15.42M), and Valmark Advisers Inc. ($14.60M).Learn more on XSVM's institutional investors.

Which institutional investors have been buying Invesco S&P SmallCap Value with Momentum ETF stock?

Of the 119 institutional investors that purchased Invesco S&P SmallCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($466.08K), Horizon Family Wealth Inc. ($439.04K), Janney Montgomery Scott LLC ($296.96K), CWM LLC ($268.15K), Valmark Advisers Inc. ($245.94K), Traction Financial Partners LLC ($219.42K), and Raymond James Financial Inc. ($205.54K).

How much institutional buying is happening at Invesco S&P SmallCap Value with Momentum ETF?

Institutional investors have bought a total of 4,347,491 shares in the last 24 months. This purchase volume represents approximately $225.03M in transactions.

Which Invesco S&P SmallCap Value with Momentum ETF major shareholders have been selling company stock?

Of the 76 institutional investors that sold Invesco S&P SmallCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($315.07K), Cambridge Investment Research Advisors Inc. ($195.17K), Raymond James & Associates ($141.39K), Cetera Investment Advisers ($139.64K), Ameriprise Financial Inc. ($133.85K), Zimmermann Investment Management & Planning LLC ($113.55K), and Money Concepts Capital Corp ($88.88K).

How much institutional selling is happening at Invesco S&P SmallCap Value with Momentum ETF?

Institutional investors have sold a total of 2,013,254 shares in the last 24 months. This volume of shares sold represents approximately $99.58M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 3/27/2025 by MarketBeat.com Staff
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