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

Invesco S&P SmallCap Value with Momentum ETF logo
$49.54 +0.91 (+1.87%)
As of 05/2/2025 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)
90
Total
Institutional Inflows
(last 12 months)
$106.77M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$45.01M
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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
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%
5/1/2025 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%
4/30/2025 Silverlake 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%
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%
2/27/2025Carolinas Wealth Consulting LLC4,838$264K0.0%-31.6%0.037%
2/25/2025Leigh Baldwin & CO. LLC8,871$483K0.3%N/A0.068%
2/18/2025 49 Wealth Management LLC14,567$794K0.1%-31.4%0.103%
2/18/2025Focus Partners Advisor Solutions LLC24,923$1.36M0.0%+63.6%0.176%
2/17/2025Two Sigma Investments LP49,500$2.70M0.0%-16.2%0.349%
2/17/2025CoreCap Advisors LLC2,280$124K0.0%+26.1%0.016%
2/17/2025Cetera Investment Advisers103,503$5.64M0.0%+3.8%0.729%
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2/17/2025Bank of America Corp DE454,106$24.74M0.0%-3.8%3.198%
2/17/2025Benjamin Edwards Inc.16,845$921K0.0%-8.9%0.119%
2/17/2025Ameriprise Financial Inc.79,150$4.31M0.0%-62.8%0.557%
2/17/2025Anderson Financial Strategies LLC117,454$6.40M3.9%N/A0.827%
2/17/2025 Apex Wealth Management LLC33,800$1.84M1.6%N/A0.238%
2/17/2025360 Financial Inc.282,990$15.42M5.6%+5.9%1.993%
2/14/2025 Eagle Strategies LLC4,859$265K0.0%N/A0.034%
2/14/2025Jane Street Group LLC6,373$347K0.0%N/A0.045%
2/14/2025Integrated Wealth Concepts LLC14,082$767K0.0%+8.3%0.099%
2/14/2025IHT Wealth Management LLC51,232$2.79M0.1%+1.4%0.361%
2/14/2025 OneDigital Investment Advisors LLC57,257$3.12M0.0%-33.7%0.403%
2/14/2025MML Investors Services LLC135,268$7.37M0.0%-18.1%0.953%
2/13/2025NewEdge Advisors LLC4,777$260K0.0%+1,226.9%0.034%
2/13/2025Altman Advisors Inc.82,140$4.48M1.7%+1.7%0.578%
2/13/2025Townsquare Capital LLC3,798$207K0.0%-15.4%0.027%
2/13/2025 Envestnet Asset Management Inc.133,713$7.29M0.0%-16.1%0.942%
2/13/2025Wells Fargo & Company MN149,338$8.14M0.0%-15.8%1.052%
2/12/2025Thoroughbred Financial Services LLC16,313$888K0.1%-45.6%0.115%
2/12/2025Arete Wealth Advisors LLC35,639$1.95M0.1%+85.6%0.251%
2/12/2025WESCAP Management Group Inc.5,894$321K0.1%+25.3%0.042%
2/12/2025OLD Mission Capital LLC7,596$414K0.0%N/A0.053%
2/11/2025LPL Financial LLC1,682,054$91.64M0.0%+2.5%11.845%
2/11/2025Del Sette Capital Management LLC18,644$1.02M0.8%-2.9%0.131%
2/11/2025 Bestgate Wealth Advisors LLC28,262$1.54M3.1%N/A0.199%
2/10/2025 Dopkins Wealth Management LLC24,537$1.34M0.7%+379.8%0.173%
2/10/2025 Parallel Advisors LLC6,001$327K0.0%-8.7%0.042%
2/10/2025 Creative Financial Designs Inc. ADV13,689$746K0.1%+30.9%0.096%
2/10/2025Commonwealth Equity Services LLC700,345$38.16M0.1%+1.6%4.932%
2/10/2025Avantax Advisory Services Inc.287,423$15.66M0.1%+2.9%2.024%
2/7/2025HighTower Advisors LLC30,750$1.68M0.0%-3.2%0.217%
2/7/2025Independent Advisor Alliance21,535$1.17M0.0%N/A0.152%
2/7/2025Lowery Thomas LLC24,414$1.33M0.9%+4.8%0.172%
2/6/2025Raymond James Financial Inc.205,536$11.20M0.0%N/A1.447%
2/6/2025Charles Schwab Investment Management Inc.21,632$1.18M0.0%-6.7%0.152%
2/6/2025Jones Financial Companies Lllp22,702$1.24M0.0%+45.5%0.160%
2/5/2025SRS Capital Advisors Inc.5,950$324K0.0%N/A0.042%
2/5/2025 Private Trust Co. NA2,429$132K0.0%+37.3%0.017%
2/5/2025Brightwater Advisory LLC8,388$457K0.4%-3.4%0.059%
2/5/2025 Kellett Wealth Advisors LLC45,901$2.50M1.7%+10.6%0.323%
2/4/2025MONECO Advisors LLC99,434$5.42M0.6%-27.0%0.700%
2/3/2025Sigma Planning Corp7,601$414K0.0%+10.0%0.054%
2/3/2025 Laurel Wealth Planning LLC31,429$1.71M1.1%+10.0%0.221%
2/3/2025Private Advisor Group LLC65,919$3.59M0.0%+10.5%0.464%
1/31/2025 Traction Financial Partners LLC203,407$11.08M8.6%+3.7%1.432%
1/31/2025Atria Wealth Solutions Inc.11,344$618K0.0%-15.8%0.080%
1/31/2025 D.A. Davidson & CO.18,668$1.02M0.0%-1.7%0.131%
1/30/2025 Valmark Advisers Inc.267,955$14.60M0.2%+7.3%1.887%
1/30/2025 Principal Securities Inc.9,754$531K0.0%+7.9%0.069%
1/29/2025 Focus Financial Network Inc.116,621$6.35M0.3%+2.1%0.821%
1/27/2025 Stratos Wealth Partners LTD.41,144$2.24M0.0%-4.0%0.290%
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1/27/2025Guidance Capital Inc.10,556$584K0.2%-64.6%0.074%
1/24/2025 Spire Wealth Management29,109$1.59M0.0%-1.1%0.205%
1/23/2025 OxenFree Capital LLC17,456$951K0.7%-1.8%0.123%
1/23/2025Williams & Novak LLC30,390$1.66M1.6%+67.8%0.214%
1/22/2025Fortress Wealth Management Inc.33,092$1.80M0.9%-4.9%0.233%
1/21/2025 Marshall Financial Group LLC44,803$2.44M0.6%-2.2%0.316%
1/21/2025Andina Capital Management LLC14,175$772K0.6%N/A0.100%
1/21/2025 Southland 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%
(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, 144 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 ($91.64M), Commonwealth Equity Services LLC ($38.16M), CWM LLC ($28.74M), Bank of America Corp DE ($24.74M), Avantax Advisory Services Inc. ($15.66M), 360 Financial Inc. ($15.42M), and Valmark Advisers Inc. ($13.96M).Learn more on XSVM's institutional investors.

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

Of the 119 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 ($466.08K), Horizon Family Wealth Inc. ($439.04K), Janney Montgomery Scott LLC ($292.25K), CWM LLC ($268.15K), Valmark Advisers Inc. ($245.39K), Traction Financial Partners LLC ($219.42K), and Raymond James Financial Inc. ($205.54K).

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

Institutional investors have bought a total of 4,169,564 shares in the last 24 months. This purchase volume represents approximately $217.27M in transactions.

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

Of the 74 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. ($235.70K), Cambridge Investment Research Advisors Inc. ($198.29K), CWM LLC ($182.12K), Cetera Investment Advisers ($139.64K), Ameriprise Financial Inc. ($133.85K), Money Concepts Capital Corp ($88.88K), and OneDigital Investment Advisors LLC ($85.23K).

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

Institutional investors have sold a total of 2,035,248 shares in the last 24 months. This volume of shares sold represents approximately $101.98M in transactions.


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This page (NYSEARCA:XSVM) was last updated on 5/3/2025 by MarketBeat.com Staff
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