Who owns XSVM?
Invesco S&P SmallCap Value with Momentum ETF · Invesco
131 institutions reported holding XSVM, worth $371.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XSVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $56.7M | 814,637 | −39,598 shares |
| Bank of America Corp. | Charlotte, NC | $31.8M | 457,363 | +10,449 shares |
| Morgan Stanley | New York, NY | $26.4M | 379,962 | −5,554 shares |
| CIBC World Market Inc. | Toronto, Ontario, Canada | $24.9M | 358,096 | +260,881 shares |
| 360 Financial, Inc. | Wayzata, MN | $23.1M | 331,398 | +7,245 shares |
| Banco Santander, S.A. | Madrid, Spain | $13.7M | 197,040 | +5,227 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $11.0M | 157,803 | −32,361 shares |
| Cetera Investment Advisers | Schaumburg, IL | $9.7M | 139,733 | −4,865 shares |
| Altman Advisors, Inc. | Chicago, IL | $9.7M | 139,180 | −815 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $9.4M | 134,789 | −3,368 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: XSVM vs SMDV, XSVM vs NUMV, XSVM vs ISCV, XSVM vs AVMC.
Frequently asked questions
Who owns XSVM?
131 institutional managers reported holding XSVM in Form 13F filings for June 30, 2026, worth $371.0M in total. The largest reported position was held by LPL Financial LLC, at $56.7M.
Did institutions buy or sell XSVM last quarter?
Reported 13F value rose 22.7% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XSVM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.