Institutional Ownership Invesco Exchange Traded Fd Tr (XMMO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMMO). We have compiled data on the 361 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
68,967
shares
|
$9.03 Million
0.34% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
64,832
shares
|
$8.49 Million
0.54% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
64,369
shares
|
$8.42 Million
3.61% of portfolio
|
Q1 2025
Added 118.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
61,606
shares
|
$8.06 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
60,369
shares
|
$7.9 Million
1.49% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
60,083
shares
|
$7.86 Million
1.52% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
58,481
shares
|
$7.65 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
52,821
shares
|
$6.91 Million
0.52% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
51,555
shares
|
$6.75 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
49,504
shares
|
$6.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
47,936
shares
|
$6.27 Million
0.34% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
47,922
shares
|
$6.27 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
43,717
shares
|
$5.72 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
41,886
shares
|
$5.48 Million
2.25% of portfolio
|
Q2 2023
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
41,797
shares
|
$5.47 Million
0.02% of portfolio
|
Q2 2025
Added 1318.77%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
41,387
shares
|
$5.42 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
40,871
shares
|
$5.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 32.87%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
40,819
shares
|
$5.34 Million
0.54% of portfolio
|
Q1 2025
Added 410.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
40,787
shares
|
$5.34 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
40,580
shares
|
$5.31 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
40,469
shares
|
$5.3 Million
2.94% of portfolio
|
Q1 2025
Added 54.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
39,809
shares
|
$5.21 Million
0.07% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
36,907
shares
|
$4.83 Million
0.56% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
36,892
shares
|
$4.83 Million
0.23% of portfolio
|
Q1 2025
Added 979.98%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
34,019
shares
|
$4.45 Million
3.41% of portfolio
|
Q2 2025
Added 6.33%
|