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

Invesco S&P SmallCap Value with Momentum ETF logo
$53.90
+0.52 (+0.97%)
(As of 12:38 PM ET)
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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)
71
Total
Institutional Inflows
(last 12 months)
$142.00M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$19.75M
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XSVM Institutional Buying and Selling by Quarter

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
11/4/2024Del Sette Capital Management LLC19,205$1.06M0.8%-5.8%0.135%
11/4/2024Sigma Planning Corp6,911$380K0.0%+6.8%0.049%
11/1/2024Sheets Smith Wealth Management3,740$206K0.0%N/A0.026%
11/1/2024 Aspire Wealth Management Corp125,454$6.90M3.7%+0.4%0.883%
10/29/2024 Janney Montgomery Scott LLC160,435$8.82M0.0%N/A1.130%
10/28/2024 Valued Wealth Advisors LLC17,861$982K0.6%-12.6%0.126%
10/28/2024 Laurel Wealth Planning LLC28,559$1.57M1.0%+7.9%0.201%
10/28/2024 Creative Financial Designs Inc. ADV10,460$575K0.0%-6.4%0.074%
10/28/2024 Focus Financial Network Inc.114,254$6.28M0.3%+0.8%0.805%
10/25/2024 Financial Advocates Investment Management4,152$228K0.0%N/A0.029%
10/25/2024 Valmark Advisers Inc.249,759$13.73M0.2%+8.5%1.759%
10/25/2024 MONECO Advisors LLC136,169$7.49M0.9%-9.3%0.959%
10/24/2024 Wealth Enhancement Advisory Services LLC11,126$612K0.0%-3.1%0.078%
10/22/2024 Guidance Capital Inc.29,807$1.66M0.5%+12.5%0.210%
10/22/2024 Private Advisor Group LLC59,679$3.28M0.0%-19.3%0.420%
10/19/2024Cedrus LLC28,055$1.54M0.6%N/A0.198%
10/18/2024Fortress Wealth Management Inc.34,799$1.91M1.0%-3.0%0.245%
10/18/2024Commonwealth Equity Services LLC689,648$37.92M0.1%+1.9%4.857%
10/18/2024Raymond James & Associates187,778$10.33M0.0%+5.5%1.322%
10/17/2024CHB Investment Group LLC34,092$1.88M1.0%N/A0.240%
10/17/2024 TruWealth Advisors LLC12,965$713K0.0%+8.6%0.091%
10/16/2024 Marshall Financial Group LLC45,823$2.52M0.6%-2.9%0.323%
10/11/2024 Creative Planning8,913$490K0.0%-2.6%0.063%
10/10/2024 OxenFree Capital LLC17,779$978K0.8%-1.7%0.125%
10/9/2024 Fermata Advisors LLC44,997$2.47M0.5%+6.3%0.317%
10/8/2024 CWM LLC673,288$37.02M0.2%+44.5%4.741%
10/8/2024 Brightwater Advisory LLC8,680$477K0.4%+2.3%0.061%
10/8/2024 Williams & Novak LLC18,115$996K0.9%+218.8%0.128%
9/10/2024 Brightwater Advisory LLC8,487$445K0.3%N/A0.060%
9/5/2024Sanctuary Advisors LLC16,401$904K0.0%N/A0.116%
8/22/2024Cetera Investment Advisers93,030$4.87M0.0%+15.1%0.655%
8/21/2024Truist Financial Corp5,516$289K0.0%-3.4%0.039%
8/16/2024Traction Financial Partners LLC224,457$12.19M8.9%+8.5%1.581%
8/16/2024Northwestern Mutual Wealth Management Co.89,506$4.69M0.0%+12.4%0.630%
8/16/2024 Creative Planning9,149$479K0.0%+4.4%0.064%
8/15/2024AQR Capital Management LLC7,753$406K0.0%+16.8%0.055%
8/12/2024Carolinas Wealth Consulting LLC5,840$306K0.1%+34.4%0.041%
8/8/2024Envestnet Asset Management Inc.151,415$7.93M0.0%+6.6%1.066%
8/8/2024Thoroughbred Financial Services LLC28,534$1.49M0.1%+19.5%0.201%
8/8/2024Altman Advisors Inc.61,456$3.22M1.8%+1.6%0.433%
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8/8/2024LPL Financial LLC1,671,712$87.56M0.0%+11.0%11.773%
8/7/2024 Wetzel Investment Advisors Inc.707$37K0.0%+64.4%0.005%
8/6/2024Financial Gravity Asset Management Inc.1,367$72K0.0%N/A0.010%
8/5/2024 Private Advisor Group LLC73,973$3.88M0.0%+27.1%0.521%
8/3/2024Lowery Thomas LLC21,043$1.10M0.8%+6.7%0.148%
8/2/2024Del Sette Capital Management LLC20,386$1.07M0.9%-59.4%0.144%
8/2/2024Aveo Capital Partners LLC8,540$447K0.1%-59.1%0.060%
8/1/2024 Guidance Capital Inc.26,497$1.39M0.5%+59.4%0.187%
8/1/2024 Valmark Advisers Inc.230,274$12.06M0.2%+42.4%1.622%
7/31/2024Asset Allocation Strategies LLC65,476$3.43M1.2%-2.8%0.461%
7/31/2024 Spire Wealth Management27,363$1.43M0.1%-8.1%0.193%
7/31/2024Commonwealth Equity Services LLC677,089$35.47M0.1%-1.1%4.768%
7/29/2024Armbruster Capital Management Inc.9,309$488K0.1%+2.4%0.066%
7/26/2024 Cambridge Investment Research Advisors Inc.33,207$1.74M0.0%+3.8%0.234%
7/25/2024 Laurel Wealth Planning LLC26,470$1.39M1.0%N/A0.186%
7/24/2024 Premier Path Wealth Partners LLC37,685$1.97M0.3%+6.0%0.265%
7/23/2024 Bridge Advisory LLC13,692$717K0.4%-11.8%0.096%
7/22/2024 Focus Financial Network Inc.113,310$6.49M0.3%+0.5%0.798%
7/19/2024 MONECO Advisors LLC150,178$7.87M1.2%-5.9%1.058%
7/19/2024Western Wealth Management LLC5,699$299K0.0%N/A0.040%
7/19/2024 Marshall Financial Group LLC47,196$2.47M0.7%-3.2%0.332%
7/19/2024Raymond James & Associates177,967$9.32M0.0%+3.6%1.253%
7/18/2024 OxenFree Capital LLC18,079$947K0.8%-12.6%0.127%
7/17/2024 TruWealth Advisors LLC11,938$625K0.0%+13.0%0.084%
7/16/2024Cooper Financial Group60,600$3.17M0.5%+9.0%0.427%
7/15/2024 Dynamic Advisor Solutions LLC6,182$324K0.0%+12.5%0.044%
7/15/2024RFG Advisory LLC8,803$461K0.0%+42.4%0.062%
7/13/2024 Fermata Advisors LLC42,320$2.22M0.5%+1.5%0.298%
7/10/2024 CWM LLC465,864$24.40M0.1%+6.7%3.281%
7/8/2024 Insight Wealth Strategies LLC100,153$5.25M0.7%+2.5%0.705%
7/5/2024 HBW Advisory Services LLC25,358$1.33M0.2%+89.2%0.179%
5/24/2024Cetera Advisors LLC17,895$1.02M0.0%+14.3%0.126%
5/24/2024Cetera Investment Advisers80,821$4.60M0.0%+607.8%0.569%
5/13/2024O Shaughnessy Asset Management LLC1,979$113K0.0%+41.9%0.014%
5/10/2024Osaic Holdings Inc.169,156$9.63M0.0%+10.3%1.191%
5/8/2024Sheets Smith Wealth Management6,140$350K0.0%N/A0.043%
5/8/2024Avantax Advisory Services Inc.245,096$13.96M0.1%+29.8%1.726%
5/8/2024 Trademark Financial Management LLC15,848$902K0.7%-2.9%0.112%
5/8/2024Thoroughbred Financial Services LLC23,876$1.36M0.1%-14.8%0.168%
5/7/2024Primoris Wealth Advisors LLC36,935$2.10M1.7%+1.6%0.260%
5/7/202449 Wealth Management LLC271,860$15.37M3.3%+13.6%1.915%
5/4/2024Geneos Wealth Management Inc.8,370$477K0.0%+2.3%0.059%
5/1/2024 Janney Montgomery Scott LLC158,362$9.02M0.0%+369.8%1.115%
4/30/2024 Private Advisor Group LLC58,210$3.31M0.0%+9.8%0.413%
4/30/2024 Valued Wealth Advisors LLC20,431$1.16M0.8%+59.9%0.145%
4/29/2024Commonwealth Equity Services LLC684,851$39.00M0.1%-0.8%4.854%
4/29/2024Benjamin F. Edwards & Company Inc.17,584$1.00M0.0%-56.3%0.125%
4/29/2024 Aspire Wealth Management Corp121,666$6.93M4.2%+3.0%0.862%
4/26/2024 MONECO Advisors LLC160,031$9.11M1.5%+10.6%1.134%
4/25/2024 Cambridge Investment Research Advisors Inc.31,982$1.82M0.0%-2.8%0.227%
The centerpiece of Trump’s crypto’s masterplan … (Ad)

Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin conference in Nashville … Where he told an adoring crowd that the U.S. would become … “The crypto capital of the planet and the Bitcoin superpower of the world.”

Click here to find out more about what could be Trump and JD Vance’s favorite coin.
4/24/2024 Premier Path Wealth Partners LLC35,551$2.02M0.4%+29.7%0.252%
4/24/2024 Spire Wealth Management29,788$1.70M0.1%-8.7%0.211%
4/23/2024 Global Retirement Partners LLC1,756$100K0.0%-37.9%0.012%
4/23/2024 OxenFree Capital LLC20,685$1.18M1.1%+4.9%0.147%
4/23/2024Raymond James Financial Services Advisors Inc.40,942$2.33M0.0%-39.2%0.290%
4/22/2024Raymond James & Associates171,858$9.79M0.0%+7.0%1.218%
4/19/2024 Marshall Financial Group LLC48,750$2.78M0.8%-20.0%0.345%
4/17/2024 Guidance Capital Inc.16,621$892K0.3%+111.0%0.118%
4/16/2024 Bridge Advisory LLC15,528$884K0.4%-26.6%0.110%
4/16/2024 Wealth Enhancement Advisory Services LLC11,423$650K0.0%+13.0%0.081%
(Data available from 1/1/2016 forward)

XSVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVM shares?

During the previous two years, 133 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 ($87.56M), Commonwealth Equity Services LLC ($37.92M), CWM LLC ($37.02M), 49 Wealth Management LLC ($15.37M), Avantax Advisory Services Inc. ($13.96M), Valmark Advisers Inc. ($13.73M), and 360 Financial Inc. ($13.05M).Learn more on XSVM's institutional investors.

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

Of the 111 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 ($632.74K), Commonwealth Equity Services LLC ($450.13K), Horizon Family Wealth Inc. ($439.04K), CWM LLC ($344.52K), Janney Montgomery Scott LLC ($299.98K), Valmark Advisers Inc. ($234.38K), and Traction Financial Partners LLC ($212.18K).

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

Institutional investors have bought a total of 4,944,095 shares in the last 24 months. This purchase volume represents approximately $289.10M in transactions.

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

Of the 71 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 ($191.23K), Cetera Investment Advisers ($139.64K), Zimmermann Investment Management & Planning LLC ($113.55K), Money Concepts Capital Corp ($88.88K), and Del Sette Capital Management LLC ($51.49K).

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

Institutional investors have sold a total of 1,812,146 shares in the last 24 months. This volume of shares sold represents approximately $93.68M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 11/4/2024 by MarketBeat.com Staff
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