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

$66.35 0.00 (0.00%)

As of 05/22/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 67
Total Institutional Inflows (last 12 months): $69.27M

Number of Institutional Sellers (last 12 months): 64
Total Institutional Outflows (last 12 months): $108.11M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	NewEdge Advisors LLC	4,550	$274K	0.0%	-13.3%	0.049%
5/19/2026	Bank of America Corp DE	446,914	$26.93M	0.0%	-3.8%	4.816%
5/18/2026	Royal Bank of Canada	71,264	$4.30M	0.0%	-12.3%	0.768%
5/15/2026	Gateway Wealth Partners LLC	5,550	$334K	0.0%	N/A	0.060%
5/13/2026	Cetera Investment Advisers	144,598	$8.71M	0.0%	+1.1%	1.558%
5/6/2026	Assetmark Inc.	21,187	$1.28M	0.0%	N/A	0.228%
5/6/2026	Independent Financial Group LLC	4,394	$265K	0.0%	N/A	0.047%
5/4/2026	Kellett Wealth Advisors LLC	68,120	$4.11M	2.2%	+4.5%	0.734%
5/4/2026	Del Sette Capital Management LLC	51,204	$3.09M	1.8%	+397.2%	0.552%
5/2/2026	Valmark Advisers Inc.	3,705	$223K	0.0%	-98.8%	0.040%
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4/30/2026	Valued Wealth Advisors LLC	8,407	$507K	0.2%	-55.4%	0.090%
4/27/2026	Private Advisor Group LLC	112,004	$6.75M	0.0%	+2.0%	1.203%
4/24/2026	Bestgate Wealth Advisors LLC	24,337	$1.47M	2.6%	-22.9%	0.261%
4/23/2026	Premier Path Wealth Partners LLC	39,644	$2.39M	0.3%	-13.3%	0.426%
4/23/2026	Asset Allocation Strategies LLC	15,135	$912K	0.2%	-6.3%	0.163%
4/22/2026	Janney Montgomery Scott LLC	138,157	$8.33M	0.0%	-49.9%	1.484%
4/20/2026	Dopkins Wealth Management LLC	45,290	$2.73M	1.1%	+2.9%	0.486%
4/20/2026	RFG Advisory LLC	6,388	$385K	0.0%	-2.5%	0.069%
4/17/2026	OxenFree Capital LLC	19,679	$1.25M	0.6%	-4.5%	0.211%
4/16/2026	Swisher Financial Concepts Inc.	3,751	$226K	0.1%	-5.1%	0.040%
2/18/2026	NewEdge Advisors LLC	5,247	$300K	0.0%	+812.5%	0.055%
2/18/2026	Garton & Associates Financial Advisors LLC	552	$32K	0.0%	N/A	0.006%
2/18/2026	Maia Wealth LLC	6,021	$379K	0.1%	+26.2%	0.064%
2/18/2026	IHT Wealth Management LLC	32,464	$1.86M	0.0%	+24.9%	0.343%
2/17/2026	AQR Capital Management LLC	14,992	$857K	0.0%	+11.2%	0.158%
2/17/2026	Cetera Investment Advisers	143,049	$8.17M	0.0%	-10.5%	1.512%
2/17/2026	Equitable Holdings Inc.	7,024	$401K	0.0%	-27.5%	0.074%
2/17/2026	Osaic Holdings Inc.	140,783	$8.05M	0.0%	-46.4%	1.488%
2/17/2026	Private Advisor Group LLC	109,810	$6.28M	0.0%	+11.7%	1.161%
2/17/2026	Royal Bank of Canada	81,249	$4.64M	0.0%	+41.7%	0.859%
2/16/2026	MML Investors Services LLC	94,666	$5.41M	0.0%	+3.9%	1.001%
2/16/2026	Arax Advisory Partners	11,661	$666K	0.0%	N/A	0.123%
2/13/2026	Kestra Advisory Services LLC	691	$39K	0.0%	N/A	0.007%
2/13/2026	360 Financial Inc.	314,110	$17.95M	4.8%	+1.1%	3.320%
2/13/2026	UMB Bank n.a.	560	$32K	0.0%	N/A	0.006%
2/13/2026	Stifel Financial Corp	19,053	$1.09M	0.0%	+17.0%	0.201%
2/13/2026	Greenline Wealth Management LLC	3,320	$190K	0.2%	N/A	0.035%
2/13/2026	Charles Schwab Investment Management Inc.	17,963	$1.03M	0.0%	-2.5%	0.190%
2/13/2026	Wells Fargo & Company MN	33,445	$1.91M	0.0%	-49.3%	0.354%
2/13/2026	Banco Santander S.A.	177,409	$10.14M	0.1%	-33.0%	1.875%
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2/13/2026	Asset Allocation Strategies LLC	16,145	$923K	0.2%	-7.2%	0.171%
2/12/2026	HRT Financial LP	3,593	$205K	0.0%	N/A	0.038%
2/12/2026	Commonwealth Equity Services LLC	169,630	$9.69M	0.0%	-1.2%	1.793%
2/12/2026	Brightwater Advisory LLC	14,166	$809K	0.5%	+8.7%	0.150%
2/12/2026	Steward Partners Investment Advisory LLC	982	$56K	0.0%	+94.8%	0.010%
2/12/2026	Bank of Montreal Can	989	$57K	0.0%	N/A	0.010%
2/12/2026	Oath Planning LLC	13,779	$787K	0.8%	N/A	0.146%
2/11/2026	Janney Montgomery Scott LLC	275,638	$15.75M	0.0%	+173.2%	2.914%
2/11/2026	Capital Analysts LLC	1,602	$92K	0.0%	N/A	0.017%
2/11/2026	LPL Financial LLC	861,001	$49.20M	0.0%	-4.6%	9.101%
2/11/2026	O Shaughnessy Asset Management LLC	2,620	$150K	0.0%	+7.6%	0.028%
2/10/2026	Cibc World Market Inc.	97,539	$5.57M	0.0%	-2.1%	1.031%
2/10/2026	Madison Wealth Partners Inc	3,644	$208K	0.0%	N/A	0.039%
2/10/2026	Northwestern Mutual Wealth Management Co.	108,321	$6.19M	0.0%	+13.8%	1.145%
2/10/2026	Thoroughbred Financial Services LLC	8,223	$469K	0.0%	+2.3%	0.087%
2/6/2026	Creative Financial Designs Inc. ADV	11,404	$652K	0.0%	+5.7%	0.121%
2/6/2026	HighTower Advisors LLC	8,151	$466K	0.0%	-16.3%	0.086%
2/5/2026	Northwestern Mutual Wealth Management Co.	353,900	$20.22M	0.0%	+271.8%	3.741%
2/5/2026	Williams & Novak LLC	28,074	$1.60M	1.2%	+11.2%	0.297%
2/5/2026	Allworth Financial LP	1,448	$83K	0.0%	+1,473.9%	0.015%
2/5/2026	Pacific Sun Financial Corp	4,580	$262K	0.1%	N/A	0.048%
2/4/2026	Moneco Advisors LLC	55,825	$3.19M	0.3%	-4.5%	0.589%
2/4/2026	Altman Advisors Inc.	137,061	$7.83M	2.7%	+10.7%	1.446%
2/3/2026	RFG Advisory LLC	6,549	$374K	0.0%	-7.6%	0.069%
1/30/2026	Sigma Planning Corp	5,618	$321K	0.0%	-2.9%	0.059%
1/30/2026	Valued Wealth Advisors LLC	18,861	$1.08M	0.5%	-4.5%	0.199%
1/29/2026	Traction Financial Partners LLC	172,030	$9.83M	5.8%	+1.5%	1.805%
1/28/2026	Geneos Wealth Management Inc.	6,250	$357K	0.0%	-3.0%	0.066%
1/27/2026	Institute for Wealth Management LLC.	9,240	$528K	0.1%	-5.1%	0.097%
1/26/2026	Lowery Thomas LLC	25,670	$1.47M	0.8%	+1.2%	0.268%
1/26/2026	CWM LLC	220,455	$12.60M	0.0%	-6.8%	2.301%
1/23/2026	Farther Finance Advisors LLC	32,451	$1.85M	0.0%	+4,382.2%	0.337%
1/23/2026	SFM LLC	21,075	$1.20M	0.7%	-1.3%	0.219%
1/23/2026	Kellett Wealth Advisors LLC	65,188	$3.73M	2.1%	+1.5%	0.678%
1/23/2026	Eagle Strategies LLC	7,081	$405K	0.1%	-11.4%	0.074%
1/22/2026	Premier Path Wealth Partners LLC	45,729	$2.61M	0.3%	-5.4%	0.475%
1/20/2026	Stratos Wealth Partners LTD.	30,526	$1.74M	0.0%	-4.2%	0.317%
1/15/2026	OxenFree Capital LLC	20,597	$1.18M	0.6%	+21.4%	0.214%
1/14/2026	Spire Wealth Management	25,806	$1.48M	0.0%	-5.4%	0.268%
1/14/2026	Southland Equity Partners LLC	9,218	$527K	0.1%	-5.0%	0.096%
1/13/2026	CoreCap Advisors LLC	4,793	$274K	0.0%	+65.3%	0.050%
1/9/2026	Marshall Financial Group LLC	17,212	$983K	0.2%	-2.7%	0.172%
1/8/2026	Fermata Advisors LLC	55,396	$3.17M	0.8%	+1.8%	0.552%
1/8/2026	Cooper Financial Group	73,573	$4.20M	0.4%	+3.4%	0.734%
1/1/2026	JPMorgan Chase & Co.	1,207	$68K	0.0%	N/A	0.012%
11/18/2025	Del Sette Capital Management LLC	10,298	$581K	0.4%	-3.5%	0.099%
11/17/2025	NewEdge Advisors LLC	575	$32K	0.0%	+59.7%	0.006%
11/17/2025	Northwestern Mutual Wealth Management Co.	95,189	$5.37M	0.0%	-7.9%	0.916%
11/17/2025	Bank of America Corp DE	467,937	$26.42M	0.0%	-2.4%	4.504%
11/17/2025	Ameriprise Financial Inc.	48,171	$2.72M	0.0%	+1.7%	0.464%
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11/14/2025	Raymond James Financial Inc.	81,317	$4.59M	0.0%	-15.9%	0.783%
11/14/2025	Equitable Holdings Inc.	9,684	$547K	0.0%	-6.6%	0.093%
11/14/2025	Two Sigma Investments LP	23,100	$1.30M	0.0%	-70.2%	0.222%
11/14/2025	Maia Wealth LLC	4,772	$263K	0.0%	N/A	0.046%
11/13/2025	UBS Group AG	15,696	$886K	0.0%	-77.1%	0.151%
11/13/2025	Private Advisor Group LLC	98,349	$5.55M	0.0%	+24.1%	0.947%
11/13/2025	Altman Advisors Inc.	123,864	$6.99M	2.4%	+41.6%	1.192%
11/12/2025	Focus Partners Advisor Solutions LLC	44,485	$2.51M	0.0%	-2.2%	0.428%
11/12/2025	Arete Wealth Advisors LLC	7,947	$449K	0.0%	-40.6%	0.076%
11/12/2025	Creative Financial Designs Inc. ADV	10,784	$609K	0.0%	-4.2%	0.104%

XSVM Institutional Ownership - Frequently Asked Questions

During the previous two years, 146 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 ($49.20M), Bank of America Corp DE ($26.93M), 360 Financial Inc. ($17.95M), Avantax Advisory Services Inc. ($12.76M), CWM LLC ($12.60M), Raymond James & Associates ($10.33M), and Banco Santander S.A. ($10.14M).Learn more on Invesco S&P SmallCap Value with Momentum ETF's institutional investors.

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: Janney Montgomery Scott LLC ($337.18K), Northwestern Mutual Wealth Management Co. ($288.87K), Banco Santander S.A. ($264.78K), CWM LLC ($236.64K), LPL Financial LLC ($207.33K), Raymond James Financial Inc. ($205.54K), and Valmark Advisers Inc. ($149.45K).

Institutional investors have bought a total of 1,226,611 shares in the last 24 months. This purchase volume represents approximately $69.27M in transactions.

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 ($352.07K), Valmark Advisers Inc. ($307.38K), Commonwealth Equity Services LLC ($261.20K), Janney Montgomery Scott LLC ($171.08K), Osaic Holdings Inc. ($122.00K), Banco Santander S.A. ($87.37K), and Raymond James Financial Inc. ($58.22K).

Institutional investors have sold a total of 1,926,739 shares in the last 24 months. This volume of shares sold represents approximately $108.11M in transactions.

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This page (NYSEARCA:XSVM) was last updated on 5/25/2026 by MarketBeat.com Staff.

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

XSVM Institutional Buying and Selling by Quarter

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

XSVM Institutional Ownership - Frequently Asked Questions

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

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

XSVM Institutional Buying and Selling by Quarter

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

XSVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVM shares?

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

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

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

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

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