§ EQUITY
USDXSVM
INVESCO S&P SMALLCAP VALUE W
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
58 increased/new, 53 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 854K | 0.0% | −1% |
| Bank of America Corp | 447K | 0.0% | −4% |
| Morgan Stanley | 386K | 0.0% | n/a |
| 360 Financial, Inc. | 324K | 5.9% | n/a |
| CWM, LLC | 213K | 0.0% | −3% |
| Banco Santander, S.A. | 192K | 0.1% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for XSVM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.2% · 110 holders
DEALER / BANK21.6% · 14 holders
INCOME / DEFENSIVE1.9% · 1 holder
QUALITY / COMPOUNDER1.0% · 2 holders
TACTICAL / MACRO0.3% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XSVM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XSVM yet.