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

Invesco S&P SmallCap Value with Momentum ETF logo
$71.62 +0.23 (+0.32%)
As of 12:40 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)
61
Total
Institutional Inflows
(last 12 months)
$62.51M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$80.10M
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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
7/9/2026 OxenFree Capital LLC18,423$1.28M0.6%-6.4%0.197%
7/8/2026 Williams & Novak LLC35,073$2.44M1.6%+2.6%0.374%
7/8/2026 Cooper Financial Group72,107$5.02M0.4%+0.6%0.770%
7/8/2026 Evanson Financial LLC4,455$310K0.0%N/A0.048%
7/7/2026 Fermata Advisors LLC52,280$3.64M0.7%+0.6%0.559%
7/7/2026 SFM LLC17,617$1.23M0.6%-17.3%0.188%
6/3/2026 NewEdge Advisors LLC4,800$289K0.0%-8.5%0.052%
5/19/2026 NewEdge Advisors LLC4,550$274K0.0%-13.3%0.049%
5/19/2026Bank of America Corp DE446,914$26.93M0.0%-3.8%4.816%
5/18/2026Royal Bank of Canada71,264$4.30M0.0%-12.3%0.768%
5/15/2026 Gateway Wealth Partners LLC5,550$334K0.0%N/A0.060%
5/13/2026 Cetera Investment Advisers144,598$8.71M0.0%+1.1%1.558%
5/6/2026 Assetmark Inc.21,187$1.28M0.0%N/A0.228%
5/6/2026 Independent Financial Group LLC4,394$265K0.0%N/A0.047%
5/4/2026 Kellett Wealth Advisors LLC68,120$4.11M2.2%+4.5%0.734%
5/4/2026 Del 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%
4/23/2026Asset 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%
2/18/2026 NewEdge Advisors LLC5,247$300K0.0%+812.5%0.055%
2/18/2026 Garton & Associates Financial Advisors LLC552$32K0.0%N/A0.006%
2/18/2026 Maia 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%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC94,666$5.41M0.0%+3.9%1.001%
2/16/2026 Arax Advisory Partners11,661$666K0.0%N/A0.123%
2/13/2026 Kestra Advisory Services LLC691$39K0.0%N/A0.007%
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2/13/2026 360 Financial Inc.314,110$17.95M4.8%+1.1%3.320%
2/13/2026UMB Bank n.a.560$32K0.0%N/A0.006%
2/13/2026 Stifel Financial Corp19,053$1.09M0.0%+17.0%0.201%
2/13/2026 Greenline 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%
2/13/2026 Banco Santander S.A.177,409$10.14M0.1%-33.0%1.875%
2/13/2026Asset 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%
2/12/2026 Bank of Montreal Can989$57K0.0%N/A0.010%
2/12/2026 Oath Planning LLC13,779$787K0.8%N/A0.146%
2/11/2026 Janney Montgomery Scott LLC275,638$15.75M0.0%+173.2%2.914%
2/11/2026 Capital Analysts LLC1,602$92K0.0%N/A0.017%
2/11/2026 LPL 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%
2/10/2026 Northwestern Mutual Wealth Management Co.108,321$6.19M0.0%+13.8%1.145%
2/10/2026 Thoroughbred 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%
2/6/2026 HighTower Advisors LLC8,151$466K0.0%-16.3%0.086%
2/5/2026 Northwestern 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%
2/5/2026 Allworth Financial LP1,448$83K0.0%+1,473.9%0.015%
2/5/2026 Pacific Sun Financial Corp4,580$262K0.1%N/A0.048%
2/4/2026 Moneco Advisors LLC55,825$3.19M0.3%-4.5%0.589%
2/4/2026 Altman Advisors Inc.137,061$7.83M2.7%+10.7%1.446%
2/3/2026 RFG Advisory LLC6,549$374K0.0%-7.6%0.069%
1/30/2026 Sigma 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%
1/28/2026 Geneos Wealth Management Inc.6,250$357K0.0%-3.0%0.066%
1/27/2026 Institute for Wealth Management LLC.9,240$528K0.1%-5.1%0.097%
1/26/2026 Lowery 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%
1/23/2026 Kellett 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%
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1/8/2026 Cooper Financial Group73,573$4.20M0.4%+3.4%0.734%
1/1/2026 JPMorgan Chase & Co.1,207$68K0.0%N/A0.012%
11/18/2025 Del Sette Capital Management LLC10,298$581K0.4%-3.5%0.099%
11/17/2025 NewEdge Advisors LLC575$32K0.0%+59.7%0.006%
11/17/2025 Northwestern 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%


XSVM Institutional Ownership - Frequently Asked Questions

During the previous two years, 140 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 113 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 ($207.42K), Raymond James Financial Inc. ($205.54K), CW Advisors LLC ($123.59K), and Anderson Financial Strategies LLC ($117.45K).

Institutional investors have bought a total of 1,094,521 shares in the last 24 months. This purchase volume represents approximately $62.51M in transactions.

Of the 55 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: Valmark Advisers Inc. ($307.38K), Commonwealth Equity Services LLC ($261.20K), Janney Montgomery Scott LLC ($137.48K), Osaic Holdings Inc. ($122.00K), Banco Santander S.A. ($87.37K), Two Sigma Investments LP ($54.40K), and UBS Group AG ($52.77K).

Institutional investors have sold a total of 1,386,353 shares in the last 24 months. This volume of shares sold represents approximately $80.10M in transactions.


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Institutional ownership data for NYSEARCA:XSVM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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