Invesco S&P Smallcap Value WXSVMETF
13F holders, Q1 2025 (March 31)121holders −13
9new positions
20sold out
2famous investors
$50.18avg. 13F price*
At the end of Q1 2025, 121 institutions reported holding Invesco S&P Smallcap Value W (XSVM) in their 13F filings, down 13 from Q4 2024. 9 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($61.7M), Commonwealth Equity Services, LLC ($30.3M) and Cwm, LLC ($28.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Smallcap Value W
- CUSIP
- 46137V480
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.2M |
| Exits | 20 | $19.9M |
All 13F filers, Q4 2024 → Q1 2025: 443,664 shares bought and 1,711,108 shares sold, net −1,267,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| LPL Financial LLC | 0.02% | Reduce -27.0% | 1,228,208 | $61.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -13.8% | 603,994 | $30.3M |
| Cwm, LLC | 0.11% | Reduce -21.8% | 572,522 | $28.7M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 538,250 | $27.0M |
| Bank of America Corp. | 0.00% | Add +9.3% | 496,568 | $24.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.4% | 299,997 | $15.1M |
| 360 Financial, Inc. | 5.37% | Add +4.4% | 295,414 | $14.8M |
| Valmark Advisers, Inc. | 0.21% | Add +3.8% | 278,053 | $14.0M |
| Traction Financial Partners, LLC | 6.90% | Reduce -13.4% | 176,041 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.4% | 152,098 | $7.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.1% | 139,535 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 137,484 | $6.9M |
| MML Investors Services, LLC | 0.02% | Reduce -3.1% | 131,101 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.8% | 129,910 | $6.5M |
| CW Advisors, LLC | 0.07% | New | 123,587 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Add +131.9% | 114,800 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 104,874 | $5.3M |
| Cibc World Market Inc. | 0.01% | Reduce -38.0% | 103,536 | $5.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 98,626 | $5.0M |
| Altman Advisors, Inc. | 1.90% | Add +3.6% | 85,074 | $4.1M |
| Moneco Advisors, LLC | 0.38% | Reduce -25.9% | 73,989 | $3.7M |
| Cetera Investment Advisers | 0.01% | Reduce -29.1% | 73,391 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -52.2% | 71,409 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +7.8% | 71,037 | $3.6M |
| Cooper Financial Group | 0.45% | Add +10.4% | 68,425 | $3.4M |
| Citigroup Inc. | 0.00% | Add +1.9% | 59,350 | $3.0M |
| Fermata Advisors, LLC | 0.49% | Add +7.5% | 54,379 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -31.5% | 54,190 | $2.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -5.3% | 48,541 | $2.4M |
| Kellett Wealth Advisors, LLC | 1.65% | Add +3.4% | 47,453 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.35% | Add +8.9% | 44,679 | $2.2M |
| Arax Advisory Partners | 0.13% | Add +581.8% | 40,567 | $2.0M |
| UBS Group AG | 0.00% | Add +6.7% | 39,539 | $2.0M |
| Apex Wealth Management, LLC | 1.54% | Add +0.8% | 34,063 | $1.7M |
| Fortress Wealth Management, Inc. | 0.86% | Reduce -0.2% | 33,020 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +42.1% | 32,272 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -23.3% | 31,571 | $1.6M |
| Tolleson Wealth Management, Inc. | 0.29% | No change | 30,000 | $1.5M |
| Bestgate Wealth Advisors, LLC | 3.09% | Add +5.0% | 29,685 | $1.5M |
| Spire Wealth Management | 0.05% | Add +0.6% | 29,282 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +14.2% | 28,454 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -20.3% | 28,403 | $1.4M |
| Dopkins Wealth Management, LLC | 0.72% | Add +14.4% | 28,066 | $1.4M |
| CHB Investment Group, LLC | 0.72% | Reduce -3.1% | 27,063 | $1.4M |
| Asset Allocation Strategies LLC | 0.34% | Reduce -21.6% | 26,860 | $1.3M |
| Valued Wealth Advisors LLC | 0.80% | Add +47.9% | 26,400 | $1.3M |
| Williams & Novak, LLC | 1.20% | Reduce -20.1% | 24,290 | $1.2M |
| Marshall Financial Group, LLC | 0.27% | Reduce -45.8% | 24,280 | $1.2M |
| Lowery Thomas, LLC | 0.83% | Reduce -1.0% | 24,176 | $1.2M |
| AQR Capital Management | 0.00% | Add +6.3% | 24,066 | $1.2M |
| HBW Advisory Services LLC | 0.16% | Add +4.0% | 22,564 | $1.1M |
| Sfm, LLC | 0.80% | Reduce -10.9% | 21,744 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 21,494 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.9% | 21,002 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -36.9% | 19,391 | $973K |
| Stifel Financial Corp. | 0.00% | Reduce -8.7% | 19,098 | $959K |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 18,678 | $938K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.3% | 17,300 | $868K |
| Del-Sette Capital Management, LLC | 0.66% | Reduce -10.6% | 16,675 | $837K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.0% | 16,547 | $831K |
| OxenFree Capital LLC | 0.62% | Add +1.6% | 17,732 | $809K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 15,630 | $785K |
| Creative Financial Designs Inc. | 0.06% | Add +6.3% | 14,549 | $730K |
| RFG Advisory, LLC | 0.02% | Add +32.9% | 12,611 | $633K |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.7% | 12,119 | $608K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 11,898 | $597K |
| Andina Capital Management, LLC | 0.40% | Reduce -21.1% | 11,178 | $561K |
| Visionary Wealth Advisors | 0.03% | Reduce -10.5% | 10,841 | $544K |
| Principal Securities, Inc. | 0.01% | Add +2.2% | 9,965 | $543K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -34.4% | 10,708 | $537K |
| Brightwater Advisory LLC | 0.42% | Add +27.0% | 10,650 | $535K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -7.0% | 10,548 | $530K |
| Southland Equity Partners LLC | 0.12% | Reduce -1.8% | 10,371 | $521K |
| Jane Street Group, LLC | 0.00% | Add +62.7% | 10,370 | $521K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 9,740 | $489K |
| Creative Planning | 0.00% | Reduce -0.0% | 9,247 | $464K |
| Armbruster Capital Management, Inc. | 0.09% | Reduce -2.0% | 9,094 | $457K |
| Leigh Baldwin & Co., LLC | 0.36% | Add +0.8% | 8,939 | $449K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -8.8% | 8,865 | $445K |
| 49 Wealth Management, LLC | 0.05% | Reduce -39.7% | 8,781 | $441K |
| Two Sigma Securities, LLC | 0.06% | New | 8,414 | $422K |
| Citadel Advisors | 0.00% | Reduce -25.0% | 8,353 | $419K |
| Flow Traders U.S. LLC | 0.02% | New | 7,594 | $381K |
| Sigma Planning Corp | 0.01% | Reduce -4.8% | 7,240 | $363K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -88.5% | 6,567 | $330K |
| Eagle Strategies LLC | 0.06% | Add +31.3% | 6,381 | $320K |
| WESCAP Management Group, Inc. | 0.07% | Add +3.0% | 6,073 | $305K |
| Parallel Advisors, LLC | 0.01% | No change | 6,001 | $301K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -27.0% | 5,369 | $270K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,281 | $265K |
| Independent Financial Group, LLC | 0.01% | Reduce -10.4% | 5,255 | $264K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +0.3% | 4,854 | $244K |
| Truist Financial Corp. | 0.00% | Reduce -14.8% | 4,660 | $234K |
| Park Avenue Securities LLC | 0.00% | New | 4,473 | $225K |
| Evanson Asset Management, LLC | 0.02% | No change | 4,455 | $224K |
| TruWealth Advisors, LLC | 0.01% | Reduce -66.4% | 4,287 | $215K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.9% | 4,081 | $205K |
| FMR LLC | 0.00% | Add +56.9% | 2,989 | $150K |
| CoreCap Advisors, LLC | 0.01% | Add +8.6% | 2,477 | $124K |
| Comerica Bank | 0.00% | No change | 2,337 | $117K |
| SYM FINANCIAL Corp | 0.01% | No change | 2,000 | $100K |
| Private Trust Co. NA | 0.01% | Reduce -22.5% | 1,883 | $95K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.8% | 1,847 | $93K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 1,500 | $75K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,270 | $64K |
| AE Wealth Management LLC | 0.00% | Add +17.5% | 1,155 | $58K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.8% | 1,197 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +132.9% | 836 | $42K |
| MAI Capital Management | 0.00% | No change | 680 | $34K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 650 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 495 | $25K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.5% | 360 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +5.5% | 346 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +2.0% | 302 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -64.8% | 270 | $14K |
| Ameriflex Group, Inc. | 0.01% | Reduce -11.3% | 260 | $13K |
| Anderson Financial Strategies, LLC | 0.01% | Reduce -99.8% | 249 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 166 | $8K |
| Global Financial Private Client, LLC | 0.00% | Reduce -60.5% | 87 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 15 | $744 |
| Roble, Belko & Company, Inc | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is XSVM's weight in each manager's 13F, not the share of Invesco S&P Smallcap Value W the manager owns.