Free Trial

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

→ The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad)
Free XSVM Stock Alerts
$55.13
-0.38 (-0.68%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$111.88M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$55.71M
Get XSVM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P SmallCap Value with Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XSVM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Osaic Holdings Inc.169,156$9.63M0.0%+10.3%1.191%
5/8/2024 Sheets Smith Wealth Management6,140$350K0.0%N/A0.043%
5/8/2024 Avantax 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%
5/8/2024 Thoroughbred Financial Services LLC23,876$1.36M0.1%-14.8%0.168%
5/7/2024 Primoris Wealth Advisors LLC36,935$2.10M1.7%+1.6%0.260%
5/7/2024 49 Wealth Management LLC271,860$15.37M3.3%+13.6%1.915%
5/4/2024 Geneos 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%
4/29/2024 Benjamin 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%
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%
4/23/2024 Raymond James Financial Services Advisors Inc.40,942$2.33M0.0%-39.2%0.290%
4/22/2024 Raymond 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%
4/12/2024 Fermata Advisors LLC41,683$2.37M0.5%+12.8%0.317%
4/12/2024 Southland Equity Partners LLC9,586$546K0.2%+2.0%0.073%
4/11/2024 Cooper Financial Group55,571$3.16M0.5%+13.0%0.423%
4/11/2024 RFG Advisory LLC6,183$352K0.0%N/A0.047%
4/5/2024 Insight Wealth Strategies LLC97,740$5.57M0.8%-0.7%0.744%
3/13/2024 MONECO Advisors LLC144,674$7.84M1.5%+0.6%1.102%
3/8/2024ICA Group Wealth Management LLC614$33K0.0%N/A0.005%
2/14/2024 Asset Allocation Strategies LLC66,247$3.59M1.4%+14.2%0.505%
2/14/2024Traction Financial Partners LLC194,517$10.54M7.1%N/A1.481%
2/13/2024 Trademark Financial Management LLC16,319$884K0.6%N/A0.124%
2/13/2024360 Financial Inc.240,965$13.05M5.8%+9.8%1.835%
2/12/2024 Fortress Wealth Management Inc.45,966$2.49M1.4%-10.6%0.350%
2/12/2024Focus Financial Network Inc. ADV109,223$5.92M0.2%N/A0.832%
2/12/2024 Parallel Advisors LLC6,576$356K0.0%-10.8%0.050%
The Crypto 9-5 Escape Plan (Ad)

A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market.

Click here to get instant access to the guide
2/9/2024 Cambridge Investment Research Advisors Inc.32,912$1.78M0.0%+19.8%0.251%
2/9/2024D.A. Davidson & CO.21,146$1.15M0.0%+26.2%0.161%
2/9/2024Wells Fargo & Company MN160,154$8.68M0.0%-7.9%1.220%
2/9/2024 Thoroughbred Financial Services LLC28,024$1.52M0.1%-1.6%0.213%
2/8/2024 Meridian Wealth Management LLC43,254$2.34M0.1%-10.7%0.329%
2/8/2024 Janney Montgomery Scott LLC33,708$1.83M0.0%+18.1%0.257%
2/8/2024 Altman Advisors Inc.57,667$3.12M1.6%N/A0.439%
2/7/2024 Avantax Advisory Services Inc.188,754$10.23M0.1%+15.5%1.438%
2/7/2024Principal Securities Inc.10,105$547K0.0%N/A0.077%
2/6/2024 Private Advisor Group LLC52,992$2.87M0.0%-30.1%0.404%
2/6/2024 Benjamin F. Edwards & Company Inc.40,255$2.18M0.0%-8.7%0.307%
2/6/2024Commonwealth Equity Services LLC690,270$37.39M0.1%+0.5%5.257%
2/5/2024 MONECO Advisors LLC144,371$7.82M1.5%+0.4%1.100%
2/5/2024 Del Sette Capital Management LLC132,896$7.20M6.3%+2.7%1.012%
2/5/2024Lowery Thomas LLC18,101$981K0.8%-3.5%0.138%
2/2/2024 Valmark Advisers Inc.157,835$8.55M0.2%+0.7%1.202%
2/2/2024Truist Financial Corp5,923$321K0.0%-13.1%0.045%
2/1/2024 CWM LLC320,938$17.39M0.1%+10.3%2.444%
1/29/2024 OxenFree Capital LLC19,719$1.07M1.1%N/A0.150%
1/26/2024 Geneos Wealth Management Inc.8,180$443K0.0%+4.9%0.062%
1/26/2024 Williams & Novak LLC5,774$313K0.4%N/A0.044%
1/25/2024 International Assets Investment Management LLC6,771$367K0.0%N/A0.052%
1/25/2024 WESPAC Advisors SoCal LLC20,160$1.09M0.3%N/A0.154%
1/24/2024 International Assets Investment Management LLC6,771$367K0.0%N/A0.052%
1/23/2024 Crown Wealth Group LLC4,388$238K0.1%N/A0.033%
1/22/2024 Silverlake Wealth Management LLC7,333$397K0.2%-20.7%0.056%
1/22/2024 Aspire Wealth Management Corp118,137$6.40M4.3%+1.8%0.900%
1/19/2024 Fermata Advisors LLC36,965$2.00M0.5%+22.6%0.282%
1/18/2024 Global Retirement Partners LLC2,827$144K0.0%-28.7%0.022%
1/17/2024 Bridge Advisory LLC21,146$1.15M0.6%-23.5%0.161%
1/16/2024 HBW Advisory Services LLC13,406$726K0.1%+4.0%0.102%
1/16/2024 Raymond James Financial Services Advisors Inc.67,317$3.65M0.0%-11.8%0.513%
1/16/2024 Raymond James & Associates160,639$8.70M0.0%-31.7%1.223%
1/16/2024 Acropolis Investment Management LLC1,955$106K0.0%N/A0.015%
1/12/2024 Premier Path Wealth Partners LLC27,419$1.50M0.3%N/A0.209%
1/12/2024 Comprehensive Wealth Management LLC9,086$492K0.4%-7.5%0.069%
1/12/2024 Insight Wealth Strategies LLC98,443$5.33M0.9%-4.3%0.750%
1/11/2024 Dynamic Advisor Solutions LLC4,224$222K0.0%-11.3%0.032%
1/11/2024 Marshall Financial Group LLC60,973$3.30M1.1%-9.1%0.464%
1/11/2024 TruWealth Advisors LLC10,452$566K0.0%+11.4%0.080%
1/10/2024 Creative Financial Designs Inc. ADV3,845$208K0.0%+335.0%0.029%
1/9/2024 Southland Equity Partners LLC9,394$509K0.2%+8.4%0.072%
1/8/2024 Valued Wealth Advisors LLC12,774$692K0.6%N/A0.097%
11/17/2023 Asset Allocation Strategies LLC57,998$2.79M1.3%+8.0%0.442%
11/16/2023 Horizon Family Wealth Inc.219,519$10.45M4.1%N/A1.672%
11/13/2023LPL Financial LLC1,531,387$73.74M0.1%+19.7%11.663%
11/13/2023Envestnet Asset Management Inc.156,885$7.55M0.0%+12.3%1.195%
11/13/2023Kestra Advisory Services LLC25,841$1.24M0.0%-14.1%0.197%
11/9/2023Citigroup Inc.37,449$1.80M0.0%+14.0%0.285%
11/8/2023 HighTower Advisors LLC22,298$1.08M0.0%+33.6%0.170%
The Crypto 9-5 Escape Plan (Ad)

A brand-new guide from the host of one of the world's largest cryptocurrency podcasts lays out an action plan that could help you retire quickly and comfortably in today's crypto market.

Click here to get instant access to the guide
11/8/2023 Horizon Family Wealth Inc.219,519$10.45M6.5%N/A1.672%
11/8/2023D.A. Davidson & CO.16,753$807K0.0%-3.8%0.128%
11/8/2023 Janney Montgomery Scott LLC28,540$1.37M0.0%-10.1%0.217%
11/8/2023 First Command Advisory Services Inc.675$33K0.0%N/A0.005%
11/8/2023 Avantax Advisory Services Inc.163,399$7.87M0.1%+5.1%1.244%
11/8/2023 Valmark Advisers Inc.156,684$7.54M0.2%+1.5%1.193%
11/7/2023 Fermata Advisors LLC30,159$1.45M0.4%+17.8%0.230%
11/6/2023 Sigma Planning Corp6,638$320K0.0%-47.0%0.051%
11/6/2023 MONECO Advisors LLC143,834$6.93M1.9%-2.0%1.095%
11/3/2023 Private Advisor Group LLC75,768$3.65M0.0%+18.0%0.577%
(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, 130 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 ($73.74M), Bank of America Corp DE ($55.37M), Commonwealth Equity Services LLC ($39.00M), CWM LLC ($17.39M), 49 Wealth Management LLC ($15.37M), Avantax Advisory Services Inc. ($13.96M), 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 ($614.37K), Commonwealth Equity Services LLC ($474.31K), Horizon Family Wealth Inc. ($439.04K), Bank of America Corp DE ($418.32K), Raymond James Financial Services Advisors Inc. ($296.52K), Raymond James & Associates ($264.27K), and Cambridge Investment Research Advisors Inc. ($246.43K).

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

Institutional investors have bought a total of 6,220,751 shares in the last 24 months. This purchase volume represents approximately $342.86M in transactions.

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

Of the 69 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: Cambridge Investment Research Advisors Inc. ($421.49K), Money Concepts Capital Corp ($371.62K), Raymond James Financial Services Advisors Inc. ($315.07K), Raymond James & Associates ($191.23K), Cetera Investment Advisers ($139.64K), Wells Fargo & Company MN ($137.41K), and Zimmermann Investment Management & Planning LLC ($113.55K).

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

Institutional investors have sold a total of 2,486,777 shares in the last 24 months. This volume of shares sold represents approximately $122.65M in transactions.


Related Companies:
This page (NYSEARCA:XSVM) was last updated on 5/11/2024 by MarketBeat.com Staff

From Our Partners
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
He Is Giving Away Bitcoin
Crypto Swap Profits
The Crypto 9-5 Escape Plan
Crypto 101 Media
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Gold Set to EXPLODE!
Gold Safe Exchange
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS
Paradigm Press