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

Invesco S&P SmallCap Value with Momentum ETF logo
$55.06 -0.46 (-0.82%)
As of 02:51 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)
84
Total
Institutional Inflows
(last 12 months)
$93.02M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$106.28M
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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
8/14/2025Raymond James Financial Inc.96,712$5.03M0.0%-30.7%0.907%
8/14/2025 Baker Avenue Asset Management LP5,000$260K0.0%N/A0.047%
8/13/2025 CW Advisors LLC116,026$6.03M0.1%-6.1%1.088%
8/13/2025 Northwestern Mutual Wealth Management Co.103,380$5.38M0.0%-1.4%0.970%
8/12/2025 Del Sette Capital Management LLC10,677$555K0.4%-36.0%0.100%
8/8/2025 Avantax Advisory Services Inc.245,514$12.76M0.1%-18.2%2.303%
8/8/2025 Thoroughbred Financial Services LLC10,486$545K0.0%-2.1%0.098%
8/8/2025 Cetera Investment Advisers68,059$3.54M0.0%-7.3%0.638%
8/7/2025 Altman Advisors Inc.87,447$4.66M1.8%+2.8%0.820%
8/7/2025 WESCAP Management Group Inc.4,284$223K0.1%-29.5%0.040%
8/6/2025 Valued Wealth Advisors LLC19,803$1.03M0.5%-25.0%0.186%
8/6/2025 AE Wealth Management LLC936$49K0.0%-19.0%0.009%
8/6/2025 360 Financial Inc.313,944$16.32M5.2%+6.3%2.945%
8/4/2025 Creative Financial Designs Inc. ADV11,259$585K0.0%-22.6%0.106%
8/4/2025 Premier Path Wealth Partners LLC46,084$2.40M0.3%+3.1%0.432%
8/4/2025 Spire Wealth Management27,155$1.41M0.1%-7.3%0.255%
8/1/2025 Envestnet Asset Management Inc.117,775$6.12M0.0%-14.3%1.082%
7/31/2025 Focus Partners Advisor Solutions LLC45,468$2.36M0.0%+59.8%0.418%
7/29/2025 Stratos Wealth Partners LTD.31,938$1.66M0.0%+1.2%0.294%
7/29/2025 Private Trust Co. NA2,133$111K0.0%+13.3%0.020%
7/29/2025 Harbor Asset Planning Inc.954$50K0.0%N/A0.009%
7/28/2025 RFG Advisory LLC9,622$500K0.0%-23.7%0.088%
7/25/2025 Kellett Wealth Advisors LLC63,396$3.30M2.2%+33.6%0.583%
7/25/2025 Atria Wealth Solutions Inc.5,689$296K0.0%-46.1%0.052%
7/25/2025 CWM LLC252,581$13.13M0.0%-55.9%2.322%
7/23/2025 Eagle Strategies LLC6,777$352K0.1%+6.2%0.062%
7/23/2025 Valmark Advisers Inc.295,307$15.35M0.2%+6.2%2.709%
7/21/2025 Ameritas Advisory Services LLC1,514$79K0.0%N/A0.014%
7/18/2025 Cooper Financial Group68,666$3.57M0.4%+0.4%0.631%
7/18/2025 Truist Financial Corp4,153$216K0.0%-10.9%0.038%
7/17/2025 Dopkins Wealth Management LLC45,081$2.34M1.1%+60.6%0.414%
7/17/2025 Janney Montgomery Scott LLC118,503$6.16M0.0%-22.1%1.089%
7/17/2025 SFM LLC21,503$1.12M0.7%-1.1%0.198%
7/15/2025 Traction Financial Partners LLC158,750$8.25M5.6%-9.8%1.459%
7/15/2025 CHB Investment Group LLC26,725$1.39M0.7%-1.2%0.246%
7/11/2025 Kingstone Capital Partners Texas LLC37,440$2.00M0.0%N/A0.344%
7/10/2025 Marshall Financial Group LLC17,909$959K0.2%-26.2%0.165%
7/10/2025 Wealth Enhancement Advisory Services LLC10,823$587K0.0%-30.8%0.099%
7/9/2025 Fermata Advisors LLC51,195$2.66M0.7%-5.9%0.471%
7/2/2025 HBW Advisory Services LLC25,014$1.30M0.2%+10.9%0.211%
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5/21/2025Geneos Wealth Management Inc.8,865$445K0.0%-8.8%0.076%
5/19/2025Jane Street Group LLC10,370$521K0.0%+62.7%0.088%
5/16/2025Arete Wealth Advisors LLC28,403$1.43M0.1%-20.3%0.242%
5/16/2025 Jones Financial Companies Lllp2,320$116K0.0%-89.8%0.020%
5/16/2025AQR Capital Management LLC24,066$1.21M0.0%+6.3%0.205%
5/15/2025 Focus Partners Advisor Solutions LLC28,454$1.43M0.0%+14.2%0.243%
5/15/2025Royal Bank of Canada98,626$4.95M0.0%-8.1%0.841%
5/14/2025 Northwestern Mutual Wealth Management Co.104,874$5.27M0.0%+7.3%0.894%
5/14/2025 CW Advisors LLC123,587$6.20M0.1%N/A1.054%
5/14/2025 Flow Traders U.S. LLC7,594$381K0.0%N/A0.065%
5/14/2025 Andina Capital Management LLC11,178$561K0.4%-21.1%0.095%
5/13/2025Raymond James Financial Inc.139,535$7.01M0.0%-32.1%1.190%
5/13/2025 HighTower Advisors LLC19,391$973K0.0%-36.9%0.165%
5/12/2025 Cooper Financial Group68,425$3.44M0.5%+10.4%0.571%
5/9/2025 Charles Schwab Investment Management Inc.21,002$1.05M0.0%-2.9%0.175%
5/9/2025 Atria Wealth Solutions Inc.10,548$530K0.0%-7.0%0.088%
5/9/2025 Thoroughbred Financial Services LLC10,708$537K0.0%-34.4%0.089%
5/9/2025 Commonwealth Equity Services LLC603,994$30.32M0.0%-13.8%5.037%
5/8/2025 MONECO Advisors LLC73,494$3.69M0.4%-26.1%0.613%
5/8/2025 360 Financial Inc.295,414$14.83M5.4%+4.4%2.464%
5/7/2025N.E.W. Advisory Services LLC1,270$64K0.0%N/A0.011%
5/7/2025 LPL Financial LLC1,228,208$61.66M0.0%-27.0%10.244%
5/6/2025 Cetera Investment Advisers73,391$3.68M0.0%-29.1%0.612%
5/6/2025 Avantax Advisory Services Inc.299,997$15.06M0.1%+4.4%2.502%
5/5/2025 Del Sette Capital Management LLC16,675$837K0.7%-10.6%0.139%
5/5/2025 Lowery Thomas LLC24,176$1.21M0.8%-1.0%0.202%
5/5/2025 Private Advisor Group LLC71,037$3.57M0.0%+7.8%0.592%
5/2/2025 Altman Advisors Inc.85,074$4.12M1.8%+3.6%0.710%
5/2/2025 Sigma Planning Corp7,240$363K0.0%-4.7%0.060%
5/1/2025 CWM LLC572,522$28.74M0.1%-21.7%4.775%
5/1/2025 Valued Wealth Advisors LLC26,400$1.33M0.8%+47.9%0.220%
4/30/2025 Principal Securities Inc.9,965$543K0.0%+2.2%0.083%
4/30/2025Silverlake Wealth Management LLC5,369$270K0.1%-27.0%0.045%
4/30/2025 Stratos Wealth Partners LTD.31,571$1.59M0.0%-23.3%0.263%
4/30/2025 49 Wealth Management LLC8,781$441K0.1%-39.7%0.073%
4/29/2025 Apex Wealth Management LLC34,063$1.71M1.5%+0.8%0.284%
4/29/2025 Envestnet Asset Management Inc.137,484$6.90M0.0%+2.8%1.147%
4/29/2025 Bestgate Wealth Advisors LLC29,685$1.49M3.1%+5.0%0.248%
4/29/2025 OneDigital Investment Advisors LLC6,567$330K0.0%-88.5%0.055%
4/28/2025 Private Trust Co. NA1,883$95K0.0%-22.5%0.016%
4/23/2025 Creative Financial Designs Inc. ADV14,549$730K0.1%+6.3%0.121%
4/23/2025 Kellett Wealth Advisors LLC47,453$2.38M1.7%+3.4%0.396%
4/23/2025 Eagle Strategies LLC6,381$320K0.1%+31.3%0.053%
4/23/2025 Valmark Advisers Inc.278,053$13.96M0.2%+3.8%2.319%
4/22/2025 Dopkins Wealth Management LLC28,066$1.41M0.7%+14.4%0.234%
4/22/2025 Cambridge Investment Research Advisors Inc.17,300$868K0.0%-15.3%0.144%
4/22/2025 OxenFree Capital LLC17,732$890K0.7%+1.6%0.148%
4/21/2025 Premier Path Wealth Partners LLC44,679$2.24M0.3%+8.9%0.373%
4/17/2025 Janney Montgomery Scott LLC152,098$7.64M0.0%-6.4%1.193%
4/17/2025 CHB Investment Group LLC27,063$1.36M0.7%-3.1%0.212%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
4/17/2025 SFM LLC21,744$1.09M0.8%N/A0.171%
4/16/2025 Marshall Financial Group LLC24,280$1.22M0.3%-45.8%0.190%
4/15/2025 Traction Financial Partners LLC176,041$8.84M6.9%-13.5%1.381%
4/14/2025 Farther Finance Advisors LLC836$42K0.0%+132.9%0.007%
4/14/2025 Park Avenue Securities LLC4,473$225K0.0%N/A0.035%
4/10/2025 Fermata Advisors LLC54,379$2.73M0.5%+7.5%0.427%
4/10/2025 TruWealth Advisors LLC4,287$215K0.0%-66.4%0.034%
4/9/2025 RFG Advisory LLC12,611$633K0.0%+32.9%0.099%
4/9/2025 HBW Advisory Services LLC22,564$1.13M0.2%+4.0%0.177%
3/17/2025 Wealth Enhancement Advisory Services LLC15,596$850K0.0%+40.2%0.122%
(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, 141 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 ($61.66M), Commonwealth Equity Services LLC ($30.32M), Bank of America Corp DE ($24.94M), 360 Financial Inc. ($16.32M), Valmark Advisers Inc. ($15.35M), CWM LLC ($13.13M), and Avantax Advisory Services Inc. ($12.76M).Learn more on Invesco S&P SmallCap Value with Momentum ETF's institutional investors.

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

Of the 119 institutional investors that purchased Invesco S&P SmallCap Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($459.85K), Horizon Family Wealth Inc. ($439.04K), Janney Montgomery Scott LLC ($292.25K), CWM LLC ($266.59K), Traction Financial Partners LLC ($219.42K), Raymond James Financial Inc. ($205.54K), and Valmark Advisers Inc. ($136.97K).

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

Institutional investors have bought a total of 1,730,924 shares in the last 24 months. This purchase volume represents approximately $93.02M in transactions.

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

Of the 64 institutional investors that sold Invesco S&P SmallCap Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CWM LLC ($479.04K), LPL Financial LLC ($453.85K), Ameriprise Financial Inc. ($140.66K), Raymond James Financial Inc. ($108.82K), Commonwealth Equity Services LLC ($96.35K), OneDigital Investment Advisors LLC ($85.23K), and MONECO Advisors LLC ($76.68K).

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

Institutional investors have sold a total of 2,131,153 shares in the last 24 months. This volume of shares sold represents approximately $110.19M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 8/15/2025 by MarketBeat.com Staff
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