Institutional Ownership Invesco ETF Fd Tr Invesco S&P (XMVM)
This table provides information about the institutional ownership of Invesco ETF Fd Tr Invesco S&P (XMVM). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 2.25 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
409,245
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
227,539
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
213,884
shares
|
$11 Million
0.0% of portfolio
|
Q1 2024
Added 10.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
202,382
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
152,607
shares
|
$7.86 Million
3.5% of portfolio
|
Q1 2024
Added 14.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
147,783
shares
|
$7.62 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
93,378
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2024
Added 6.21%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
92,861
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
86,775
shares
|
$4.47 Million
0.01% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
70,906
shares
|
$3.65 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
64,122
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
49,944
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2024
Added 46.34%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
37,784
shares
|
$1.95 Million
0.12% of portfolio
|
Q1 2024
Added 72.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
37,716
shares
|
$1.94 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
34,512
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
Added 7.64%
|
|
|
Money Concepts Capital Corp
|
May 01, 2024 Q1 2024 |
30,945
shares
|
$1.59 Million
0.16% of portfolio
|
Q1 2024
Added 2.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
27,375
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
25,413
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2024
Added 26.22%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
20,214
shares
|
$1.04 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
19,466
shares
|
$1 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
16,939
shares
|
$872,866
0.0% of portfolio
|
Q1 2024
Added 5.36%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
16,197
shares
|
$834,631
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
15,815
shares
|
$814,946
0.0% of portfolio
|
Q1 2024
Added 5.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
14,764
shares
|
$760,788
0.0% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
13,887
shares
|
$715,597
0.19% of portfolio
|
Q1 2024
Added 21.93%
|
|