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 360 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
36,877
shares
|
$4.64 Million
0.56% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
33,638
shares
|
$4.23 Million
0.23% of portfolio
|
Q1 2025
Added 315.75%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
33,507
shares
|
$4.22 Million
0.42% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
33,490
shares
|
$4.21 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
31,993
shares
|
$4.03 Million
3.2% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
31,272
shares
|
$3.93 Million
2.32% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
31,002
shares
|
$3.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
30,018
shares
|
$3.78 Million
0.32% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,831
shares
|
$3.75 Million
0.19% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
29,806
shares
|
$3.75 Million
0.3% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
29,260
shares
|
$3.68 Million
0.64% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
29,068
shares
|
$3.66 Million
2.91% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
28,228
shares
|
$3.55 Million
1.87% of portfolio
|
Q1 2025
Added 148.42%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
27,505
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 1008.18%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
27,461
shares
|
$3.45 Million
0.2% of portfolio
|
Q1 2025
Added 32.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
26,961
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Added 607.82%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
26,920
shares
|
$3.39 Million
0.26% of portfolio
|
Q1 2025
Added 751.9%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
26,613
shares
|
$3.35 Million
2.1% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
26,141
shares
|
$3.29 Million
0.46% of portfolio
|
Q4 2022
Added 14.84%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
26,068
shares
|
$3.28 Million
0.07% of portfolio
|
Q1 2025
Added 162.07%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
25,392
shares
|
$3.19 Million
0.43% of portfolio
|
Q1 2025
Reduced 18.88%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
24,783
shares
|
$3.12 Million
1.16% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
24,501
shares
|
$3.08 Million
1.84% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
24,270
shares
|
$3.05 Million
0.87% of portfolio
|
Q1 2025
Added 27.38%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
23,326
shares
|
$2.93 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.68%
|