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

Invesco S&P SmallCap Value with Momentum ETF logo
$56.68 -0.26 (-0.46%)
Closing price 04:10 PM Eastern
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$56.66 -0.02 (-0.04%)
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)
84
Total
Institutional Inflows
(last 12 months)
$90.61M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$110.52M
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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
9/4/2025Osaic Holdings Inc.148,063$7.70M0.0%+14.0%1.389%
9/4/2025Beacon Capital Management Inc.1,072$56K0.0%N/A0.010%
8/18/2025Geneos Wealth Management Inc.7,340$382K0.0%-17.2%0.069%
8/15/2025Asset Allocation Strategies LLC23,861$1.24M0.2%-11.2%0.224%
8/15/2025Visionary Wealth Advisors8,920$464K0.0%-17.7%0.084%
8/15/2025MML Investors Services LLC104,756$5.45M0.0%-20.1%0.983%
8/15/2025IHT Wealth Management LLC23,238$1.21M0.0%-52.1%0.218%
8/15/2025Bank of America Corp DE479,678$24.94M0.0%-3.4%4.500%
8/15/2025Ameriprise Financial Inc.47,386$2.46M0.0%-12.6%0.445%
8/14/2025Raymond James Financial Inc.96,712$5.03M0.0%-30.7%0.907%
8/14/2025Baker Avenue Asset Management LP5,000$260K0.0%N/A0.047%
8/13/2025CW Advisors LLC116,026$6.03M0.1%-6.1%1.088%
8/13/2025Northwestern Mutual Wealth Management Co.103,380$5.38M0.0%-1.4%0.970%
8/12/2025Del Sette Capital Management LLC10,677$555K0.4%-36.0%0.100%
8/8/2025Avantax Advisory Services Inc.245,514$12.76M0.1%-18.2%2.303%
8/8/2025Thoroughbred Financial Services LLC10,486$545K0.0%-2.1%0.098%
8/8/2025Cetera Investment Advisers68,059$3.54M0.0%-7.3%0.638%
8/7/2025Altman Advisors Inc.87,447$4.66M1.8%+2.8%0.820%
8/7/2025WESCAP Management Group Inc.4,284$223K0.1%-29.5%0.040%
8/6/2025Valued Wealth Advisors LLC19,803$1.03M0.5%-25.0%0.186%
8/6/2025AE Wealth Management LLC936$49K0.0%-19.0%0.009%
8/6/2025360 Financial Inc.313,944$16.32M5.2%+6.3%2.945%
8/4/2025Creative Financial Designs Inc. ADV11,259$585K0.0%-22.6%0.106%
8/4/2025Premier Path Wealth Partners LLC46,084$2.40M0.3%+3.1%0.432%
8/4/2025Spire Wealth Management27,155$1.41M0.1%-7.3%0.255%
8/1/2025Envestnet Asset Management Inc.117,775$6.12M0.0%-14.3%1.082%
7/31/2025Focus Partners Advisor Solutions LLC45,468$2.36M0.0%+59.8%0.418%
7/29/2025Stratos Wealth Partners LTD.31,938$1.66M0.0%+1.2%0.294%
7/29/2025Private Trust Co. NA2,133$111K0.0%+13.3%0.020%
7/29/2025Harbor Asset Planning Inc.954$50K0.0%N/A0.009%
7/28/2025RFG Advisory LLC9,622$500K0.0%-23.7%0.088%
7/25/2025Kellett Wealth Advisors LLC63,396$3.30M2.2%+33.6%0.583%
7/25/2025Atria Wealth Solutions Inc.5,689$296K0.0%-46.1%0.052%
7/25/2025CWM LLC252,581$13.13M0.0%-55.9%2.322%
7/23/2025Eagle Strategies LLC6,777$352K0.1%+6.2%0.062%
7/23/2025Valmark Advisers Inc.295,307$15.35M0.2%+6.2%2.709%
7/21/2025Ameritas Advisory Services LLC1,514$79K0.0%N/A0.014%
7/18/2025Cooper Financial Group68,666$3.57M0.4%+0.4%0.631%
7/18/2025Truist Financial Corp4,153$216K0.0%-10.9%0.038%
7/17/2025Dopkins Wealth Management LLC45,081$2.34M1.1%+60.6%0.414%
7/17/2025Janney Montgomery Scott LLC118,503$6.16M0.0%-22.1%1.089%
7/17/2025SFM LLC21,503$1.12M0.7%-1.1%0.198%
7/15/2025Traction Financial Partners LLC158,750$8.25M5.6%-9.8%1.459%
7/15/2025CHB Investment Group LLC26,725$1.39M0.7%-1.2%0.246%
7/11/2025Kingstone Capital Partners Texas LLC37,440$2.00M0.0%N/A0.344%
7/10/2025Marshall Financial Group LLC17,909$959K0.2%-26.2%0.165%
7/10/2025Wealth Enhancement Advisory Services LLC10,823$587K0.0%-30.8%0.099%
7/9/2025Fermata Advisors LLC51,195$2.66M0.7%-5.9%0.471%
7/2/2025HBW Advisory Services LLC25,014$1.30M0.2%+10.9%0.211%
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%
5/16/2025Jones Financial Companies Lllp2,320$116K0.0%-89.8%0.020%
5/16/2025AQR Capital Management LLC24,066$1.21M0.0%+6.3%0.205%
5/15/2025Focus 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%
5/14/2025Northwestern Mutual Wealth Management Co.104,874$5.27M0.0%+7.3%0.894%
5/14/2025CW Advisors LLC123,587$6.20M0.1%N/A1.054%
5/14/2025Flow Traders U.S. LLC7,594$381K0.0%N/A0.065%
5/14/2025Andina 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%
5/13/2025HighTower Advisors LLC19,391$973K0.0%-36.9%0.165%
5/12/2025Cooper Financial Group68,425$3.44M0.5%+10.4%0.571%
5/9/2025Charles Schwab Investment Management Inc.21,002$1.05M0.0%-2.9%0.175%
5/9/2025Atria Wealth Solutions Inc.10,548$530K0.0%-7.0%0.088%
5/9/2025Thoroughbred Financial Services LLC10,708$537K0.0%-34.4%0.089%
5/9/2025Commonwealth Equity Services LLC603,994$30.32M0.0%-13.8%5.037%
5/8/2025MONECO Advisors LLC73,494$3.69M0.4%-26.1%0.613%
5/8/2025360 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%
5/7/2025LPL Financial LLC1,228,208$61.66M0.0%-27.0%10.244%
5/6/2025Cetera Investment Advisers73,391$3.68M0.0%-29.1%0.612%
5/6/2025Avantax Advisory Services Inc.299,997$15.06M0.1%+4.4%2.502%
5/5/2025Del Sette Capital Management LLC16,675$837K0.7%-10.6%0.139%
5/5/2025Lowery Thomas LLC24,176$1.21M0.8%-1.0%0.202%
5/5/2025Private Advisor Group LLC71,037$3.57M0.0%+7.8%0.592%
5/2/2025Altman Advisors Inc.85,074$4.12M1.8%+3.6%0.710%
5/2/2025Sigma Planning Corp7,240$363K0.0%-4.7%0.060%
5/1/2025CWM LLC572,522$28.74M0.1%-21.7%4.775%
5/1/2025Valued Wealth Advisors LLC26,400$1.33M0.8%+47.9%0.220%
4/30/2025Principal Securities Inc.9,965$543K0.0%+2.2%0.083%
4/30/2025Silverlake Wealth Management LLC5,369$270K0.1%-27.0%0.045%
4/30/2025Stratos Wealth Partners LTD.31,571$1.59M0.0%-23.3%0.263%
4/30/202549 Wealth Management LLC8,781$441K0.1%-39.7%0.073%
4/29/2025Apex Wealth Management LLC34,063$1.71M1.5%+0.8%0.284%
4/29/2025Envestnet Asset Management Inc.137,484$6.90M0.0%+2.8%1.147%
4/29/2025Bestgate Wealth Advisors LLC29,685$1.49M3.1%+5.0%0.248%
4/29/2025OneDigital Investment Advisors LLC6,567$330K0.0%-88.5%0.055%
4/28/2025Private Trust Co. NA1,883$95K0.0%-22.5%0.016%
4/23/2025Creative Financial Designs Inc. ADV14,549$730K0.1%+6.3%0.121%
4/23/2025Kellett Wealth Advisors LLC47,453$2.38M1.7%+3.4%0.396%
4/23/2025Eagle Strategies LLC6,381$320K0.1%+31.3%0.053%
4/23/2025Valmark Advisers Inc.278,053$13.96M0.2%+3.8%2.319%
4/22/2025Dopkins Wealth Management LLC28,066$1.41M0.7%+14.4%0.234%
4/22/2025Cambridge Investment Research Advisors Inc.17,300$868K0.0%-15.3%0.144%
4/22/2025OxenFree Capital LLC17,732$890K0.7%+1.6%0.148%
4/21/2025Premier Path Wealth Partners LLC44,679$2.24M0.3%+8.9%0.373%
4/17/2025Janney Montgomery Scott LLC152,098$7.64M0.0%-6.4%1.193%
4/17/2025CHB Investment Group LLC27,063$1.36M0.7%-3.1%0.212%
4/17/2025SFM LLC21,744$1.09M0.8%N/A0.171%
(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, 142 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 1,685,145 shares in the last 24 months. This purchase volume represents approximately $90.61M in transactions.

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

Of the 65 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 2,137,403 shares in the last 24 months. This volume of shares sold represents approximately $110.52M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 10/6/2025 by MarketBeat.com Staff
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