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

Invesco S&P SmallCap Value with Momentum ETF logo
$55.80 +0.70 (+1.27%)
Closing price 04:10 PM Eastern
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$56.20 +0.41 (+0.73%)
As of 07:59 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)
78
Total
Institutional Inflows
(last 12 months)
$110.09M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$17.55M
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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
1/21/2025Marshall Financial Group LLC44,803$2.44M0.6%-2.2%0.316%
1/21/2025Andina Capital Management LLC14,175$772K0.6%N/A0.100%
1/21/2025Southland 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%
12/26/2024JPMorgan Chase & Co.12,468$686K0.0%+1,136.9%0.088%
11/25/2024World Investment Advisors LLC14,477$796K0.0%N/A0.102%
11/18/2024Arete 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%
11/15/2024MML Investors Services LLC165,132$9.08M0.0%+4.7%1.163%
11/15/2024WESCAP Management Group Inc.4,703$259K0.1%-7.3%0.033%
11/15/2024Stifel Financial Corp20,876$1.15M0.0%+32.7%0.147%
11/15/2024IHT Wealth Management LLC50,506$2.78M0.1%+10.4%0.356%
11/15/2024Integrated Wealth Concepts LLC13,002$715K0.0%+4.1%0.092%
11/15/2024HighTower Advisors LLC31,773$1.75M0.0%-5.0%0.224%
11/15/2024Benjamin Edwards Inc.18,493$1.02M0.0%N/A0.130%
11/13/2024Townsquare Capital LLC4,489$247K0.0%+12.9%0.032%
11/13/2024FMR LLC1,902$105K0.0%+11.5%0.013%
11/12/2024Meridian Wealth Management LLC29,319$1.61M0.1%-3.7%0.206%
11/12/202449 Wealth Management LLC21,224$1.17M0.2%-21.0%0.149%
11/12/2024Charles Schwab Investment Management Inc.23,193$1.28M0.0%-1.6%0.163%
11/8/2024Altman Advisors Inc.80,740$4.44M2.0%+31.4%0.569%
11/8/2024Howe & Rusling Inc.464$26K0.0%N/A0.003%
11/8/2024Lowery Thomas LLC23,302$1.28M0.9%+10.7%0.164%
11/6/2024OneDigital Investment Advisors LLC86,373$4.75M0.1%-5.9%0.608%
11/6/2024Traction Financial Partners LLC196,175$10.79M8.5%-12.6%1.382%
11/6/2024Dopkins Wealth Management LLC5,114$281K0.2%N/A0.036%
11/6/2024Schrum Private Wealth Management LLC4,444$244K0.1%N/A0.031%
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%
11/1/2024 Sheets Smith Wealth Management3,740$206K0.0%N/A0.026%
11/1/2024Aspire 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%
10/28/2024Valued Wealth Advisors LLC17,861$982K0.6%-12.6%0.126%
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10/28/2024Laurel Wealth Planning LLC28,559$1.57M1.0%+7.9%0.201%
10/28/2024Creative Financial Designs Inc. ADV10,460$575K0.0%-6.4%0.074%
10/28/2024Focus Financial Network Inc.114,254$6.28M0.3%+0.8%0.805%
10/25/2024Financial Advocates Investment Management4,152$228K0.0%N/A0.029%
10/25/2024Valmark Advisers Inc.249,759$13.73M0.2%+8.5%1.759%
10/25/2024MONECO 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%
10/22/2024Guidance Capital Inc.29,807$1.66M0.5%+12.5%0.210%
10/22/2024Private 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%
10/17/2024 CHB Investment Group LLC34,092$1.88M1.0%N/A0.240%
10/17/2024 TruWealth Advisors LLC12,965$713K0.0%+8.6%0.091%
10/16/2024Marshall Financial Group LLC45,823$2.52M0.6%-2.9%0.323%
10/11/2024Creative Planning8,913$490K0.0%-2.6%0.063%
10/10/2024OxenFree Capital LLC17,779$978K0.8%-1.7%0.125%
10/9/2024 Fermata Advisors LLC44,997$2.47M0.5%+6.3%0.317%
10/8/2024CWM LLC673,288$37.02M0.2%+44.5%4.741%
10/8/2024Brightwater Advisory LLC8,680$477K0.4%+2.3%0.061%
10/8/2024Williams & Novak LLC18,115$996K0.9%+218.8%0.128%
9/10/2024Brightwater 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%
8/16/2024Creative 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%
8/8/2024LPL Financial LLC1,671,712$87.56M0.0%+11.0%11.773%
8/7/2024Wetzel Investment Advisors Inc.707$37K0.0%+64.4%0.005%
8/6/2024Financial Gravity Asset Management Inc.1,367$72K0.0%N/A0.010%
8/5/2024Private 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%
8/1/2024Guidance Capital Inc.26,497$1.39M0.5%+59.4%0.187%
8/1/2024Valmark 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%
7/31/2024Spire 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%
7/26/2024Cambridge Investment Research Advisors Inc.33,207$1.74M0.0%+3.8%0.234%
7/25/2024Laurel 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%
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7/23/2024Bridge Advisory LLC13,692$717K0.4%-11.8%0.096%
7/22/2024Focus Financial Network Inc.113,310$6.49M0.3%+0.5%0.798%
7/19/2024MONECO Advisors LLC150,178$7.87M1.2%-5.9%1.058%
7/19/2024Western Wealth Management LLC5,699$299K0.0%N/A0.040%
7/19/2024Marshall Financial Group LLC47,196$2.47M0.7%-3.2%0.332%
7/19/2024Raymond James & Associates177,967$9.32M0.0%+3.6%1.253%
7/18/2024OxenFree Capital LLC18,079$947K0.8%-12.6%0.127%
7/17/2024 TruWealth Advisors LLC11,938$625K0.0%+13.0%0.084%
7/16/2024 Cooper Financial Group60,600$3.17M0.5%+9.0%0.427%
7/15/2024Dynamic Advisor Solutions LLC6,182$324K0.0%+12.5%0.044%
(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, 138 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), Avantax Advisory Services Inc. ($13.96M), Valmark Advisers Inc. ($13.73M), 360 Financial Inc. ($13.05M), and Traction Financial Partners LLC ($10.79M).Learn more on XSVM's institutional investors.

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

Of the 116 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), Horizon Family Wealth Inc. ($439.04K), CWM LLC ($344.52K), Janney Montgomery Scott LLC ($301.97K), Valmark Advisers Inc. ($234.38K), Traction Financial Partners LLC ($212.18K), and Cambridge Investment Research Advisors Inc. ($187.29K).

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

Institutional investors have bought a total of 4,655,351 shares in the last 24 months. This purchase volume represents approximately $277.10M 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 1,801,019 shares in the last 24 months. This volume of shares sold represents approximately $93.70M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 1/21/2025 by MarketBeat.com Staff
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