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 72 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
521,333
shares
|
$28.9 Million
1.1% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
413,796
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
267,438
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
237,262
shares
|
$13.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
188,927
shares
|
$10.5 Million
3.05% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
180,023
shares
|
$9.97 Million
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
133,427
shares
|
$7.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
121,424
shares
|
$6.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
103,572
shares
|
$5.74 Million
2.77% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
91,515
shares
|
$5.07 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
74,668
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,675
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
42,792
shares
|
$2.37 Million
0.09% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
38,057
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
37,379
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,114
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
29,573
shares
|
$1.64 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
27,137
shares
|
$1.5 Million
0.47% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
25,738
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
25,588
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,611
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,088
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
21,050
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
New holding
|