Free Trial
→ The Iran War Just Broke the Gold Market (From Behind the Markets) (Ad)tc pixel Free XSVM Stock Alerts

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

Invesco S&P SmallCap Value with Momentum ETF logo
$66.13 +0.80 (+1.22%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$76.34M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$143.10M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026Kellett Wealth Advisors LLC68,120$4.11M2.2%+4.5%0.734%
5/4/2026Del Sette Capital Management LLC51,204$3.09M1.8%+397.2%0.552%
5/2/2026 Valmark Advisers Inc.3,705$223K0.0%-98.8%0.040%
4/30/2026 Valued Wealth Advisors LLC8,407$507K0.2%-55.4%0.090%
4/27/2026 Private Advisor Group LLC112,004$6.75M0.0%+2.0%1.203%
4/24/2026 Bestgate Wealth Advisors LLC24,337$1.47M2.6%-22.9%0.261%
4/23/2026 Premier Path Wealth Partners LLC39,644$2.39M0.3%-13.3%0.426%
4/23/2026 Asset Allocation Strategies LLC15,135$912K0.2%-6.3%0.163%
4/22/2026 Janney Montgomery Scott LLC138,157$8.33M0.0%-49.9%1.484%
4/20/2026 Dopkins Wealth Management LLC45,290$2.73M1.1%+2.9%0.486%
4/20/2026 RFG Advisory LLC6,388$385K0.0%-2.5%0.069%
4/17/2026 OxenFree Capital LLC19,679$1.25M0.6%-4.5%0.211%
4/16/2026 Swisher Financial Concepts Inc.3,751$226K0.1%-5.1%0.040%
2/18/2026NewEdge Advisors LLC5,247$300K0.0%+812.5%0.055%
2/18/2026Garton & Associates Financial Advisors LLC552$32K0.0%N/A0.006%
2/18/2026Maia Wealth LLC6,021$379K0.1%+26.2%0.064%
2/18/2026IHT Wealth Management LLC32,464$1.86M0.0%+24.9%0.343%
2/17/2026AQR Capital Management LLC14,992$857K0.0%+11.2%0.158%
2/17/2026Cetera Investment Advisers143,049$8.17M0.0%-10.5%1.512%
2/17/2026Equitable Holdings Inc.7,024$401K0.0%-27.5%0.074%
2/17/2026Osaic Holdings Inc.140,783$8.05M0.0%-46.4%1.488%
2/17/2026 Private Advisor Group LLC109,810$6.28M0.0%+11.7%1.161%
2/17/2026Royal Bank of Canada81,249$4.64M0.0%+41.7%0.859%
2/16/2026MML Investors Services LLC94,666$5.41M0.0%+3.9%1.001%
2/16/2026Arax Advisory Partners11,661$666K0.0%N/A0.123%
2/13/2026 Kestra Advisory Services LLC691$39K0.0%N/A0.007%
2/13/2026360 Financial Inc.314,110$17.95M4.8%+1.1%3.320%
2/13/2026UMB Bank n.a.560$32K0.0%N/A0.006%
2/13/2026Stifel Financial Corp19,053$1.09M0.0%+17.0%0.201%
2/13/2026Greenline Wealth Management LLC3,320$190K0.2%N/A0.035%
2/13/2026Charles Schwab Investment Management Inc.17,963$1.03M0.0%-2.5%0.190%
2/13/2026Wells Fargo & Company MN33,445$1.91M0.0%-49.3%0.354%
2/13/2026Banco Santander S.A.177,409$10.14M0.1%-33.0%1.875%
2/13/2026 Asset Allocation Strategies LLC16,145$923K0.2%-7.2%0.171%
2/12/2026HRT Financial LP3,593$205K0.0%N/A0.038%
2/12/2026 Commonwealth Equity Services LLC169,630$9.69M0.0%-1.2%1.793%
2/12/2026 Brightwater Advisory LLC14,166$809K0.5%+8.7%0.150%
2/12/2026Steward Partners Investment Advisory LLC982$56K0.0%+94.8%0.010%
2/12/2026Bank of Montreal Can989$57K0.0%N/A0.010%
2/12/2026Oath Planning LLC13,779$787K0.8%N/A0.146%
2/11/2026 Janney Montgomery Scott LLC275,638$15.75M0.0%+173.2%2.914%
2/11/2026Capital Analysts LLC1,602$92K0.0%N/A0.017%
2/11/2026LPL Financial LLC861,001$49.20M0.0%-4.6%9.101%
2/11/2026O Shaughnessy Asset Management LLC2,620$150K0.0%+7.6%0.028%
2/10/2026Cibc World Market Inc.97,539$5.57M0.0%-2.1%1.031%
2/10/2026 Madison Wealth Partners Inc3,644$208K0.0%N/A0.039%
2/10/2026Northwestern Mutual Wealth Management Co.108,321$6.19M0.0%+13.8%1.145%
2/10/2026Thoroughbred Financial Services LLC8,223$469K0.0%+2.3%0.087%
2/6/2026 Creative Financial Designs Inc. ADV11,404$652K0.0%+5.7%0.121%
2/6/2026HighTower Advisors LLC8,151$466K0.0%-16.3%0.086%
2/5/2026Northwestern Mutual Wealth Management Co.353,900$20.22M0.0%+271.8%3.741%
2/5/2026 Williams & Novak LLC28,074$1.60M1.2%+11.2%0.297%
2/5/2026Allworth Financial LP1,448$83K0.0%+1,473.9%0.015%
2/5/2026Pacific Sun Financial Corp4,580$262K0.1%N/A0.048%
2/4/2026Moneco Advisors LLC55,825$3.19M0.3%-4.5%0.589%
2/4/2026Altman Advisors Inc.137,061$7.83M2.7%+10.7%1.446%
2/3/2026 RFG Advisory LLC6,549$374K0.0%-7.6%0.069%
1/30/2026Sigma Planning Corp5,618$321K0.0%-2.9%0.059%
1/30/2026 Valued Wealth Advisors LLC18,861$1.08M0.5%-4.5%0.199%
1/29/2026Traction Financial Partners LLC172,030$9.83M5.8%+1.5%1.805%
1/28/2026Geneos Wealth Management Inc.6,250$357K0.0%-3.0%0.066%
1/27/2026Institute for Wealth Management LLC.9,240$528K0.1%-5.1%0.097%
1/26/2026Lowery Thomas LLC25,670$1.47M0.8%+1.2%0.268%
1/26/2026CWM LLC220,455$12.60M0.0%-6.8%2.301%
1/23/2026 Farther Finance Advisors LLC32,451$1.85M0.0%+4,382.2%0.337%
1/23/2026 SFM LLC21,075$1.20M0.7%-1.3%0.219%
1/23/2026Kellett Wealth Advisors LLC65,188$3.73M2.1%+1.5%0.678%
1/23/2026 Eagle Strategies LLC7,081$405K0.1%-11.4%0.074%
1/22/2026 Premier Path Wealth Partners LLC45,729$2.61M0.3%-5.4%0.475%
1/20/2026 Stratos Wealth Partners LTD.30,526$1.74M0.0%-4.2%0.317%
1/15/2026 OxenFree Capital LLC20,597$1.18M0.6%+21.4%0.214%
1/14/2026 Spire Wealth Management25,806$1.48M0.0%-5.4%0.268%
1/14/2026 Southland Equity Partners LLC9,218$527K0.1%-5.0%0.096%
1/13/2026 CoreCap Advisors LLC4,793$274K0.0%+65.3%0.050%
1/9/2026 Marshall Financial Group LLC17,212$983K0.2%-2.7%0.172%
1/8/2026 Fermata Advisors LLC55,396$3.17M0.8%+1.8%0.552%
1/8/2026 Cooper Financial Group73,573$4.20M0.4%+3.4%0.734%
1/1/2026JPMorgan Chase & Co.1,207$68K0.0%N/A0.012%
11/18/2025Del Sette Capital Management LLC10,298$581K0.4%-3.5%0.099%
11/17/2025NewEdge Advisors LLC575$32K0.0%+59.7%0.006%
11/17/2025Northwestern Mutual Wealth Management Co.95,189$5.37M0.0%-7.9%0.916%
11/17/2025Bank of America Corp DE467,937$26.42M0.0%-2.4%4.504%
11/17/2025Ameriprise Financial Inc.48,171$2.72M0.0%+1.7%0.464%
11/14/2025Raymond James Financial Inc.81,317$4.59M0.0%-15.9%0.783%
11/14/2025Equitable Holdings Inc.9,684$547K0.0%-6.6%0.093%
11/14/2025Two Sigma Investments LP23,100$1.30M0.0%-70.2%0.222%
11/14/2025Maia Wealth LLC4,772$263K0.0%N/A0.046%
11/13/2025UBS Group AG15,696$886K0.0%-77.1%0.151%
11/13/2025 Private Advisor Group LLC98,349$5.55M0.0%+24.1%0.947%
11/13/2025Altman Advisors Inc.123,864$6.99M2.4%+41.6%1.192%
11/12/2025Focus Partners Advisor Solutions LLC44,485$2.51M0.0%-2.2%0.428%
11/12/2025Arete Wealth Advisors LLC7,947$449K0.0%-40.6%0.076%
11/12/2025 Creative Financial Designs Inc. ADV10,784$609K0.0%-4.2%0.104%
11/12/2025Banco Santander S.A.264,775$14.95M0.1%N/A2.548%
11/12/2025360 Financial Inc.310,802$17.56M5.7%-1.0%2.991%
11/10/2025Thoroughbred Financial Services LLC8,037$453K0.0%-23.4%0.077%
11/10/2025Lowery Thomas LLC25,367$1.43M0.8%+4.3%0.244%
11/10/2025Citigroup Inc.42,295$2.39M0.0%-9.2%0.407%
11/7/2025JPMorgan Chase & Co.1,207$68K0.0%N/A0.012%
11/6/2025Cibc World Market Inc.99,674$5.63M0.0%+0.5%0.959%


XSVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVM shares?

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 ($26.42M), 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.

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: 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).

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

Institutional investors have bought a total of 1,373,948 shares in the last 24 months. This purchase volume represents approximately $76.34M in transactions.

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

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: LPL Financial LLC ($495.40K), Commonwealth Equity Services LLC ($357.55K), CWM LLC ($352.07K), Valmark Advisers Inc. ($307.38K), Janney Montgomery Scott LLC ($171.08K), Raymond James Financial Inc. ($124.22K), and Osaic Holdings Inc. ($122.00K).

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

Institutional investors have sold a total of 2,629,429 shares in the last 24 months. This volume of shares sold represents approximately $143.10M in transactions.


Related Companies

This page (NYSEARCA:XSVM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel