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 71 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
14,785
shares
|
$799,129
0.0% of portfolio
|
Q1 2025
Added 161.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,049
shares
|
$705,298
0.0% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,535
shares
|
$569,416
0.04% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,154
shares
|
$548,823
0.07% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,691
shares
|
$523,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,749
shares
|
$472,883
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,188
shares
|
$442,561
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
7,840
shares
|
$423,752
0.03% of portfolio
|
Q1 2025
Added 71.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,552
shares
|
$408,185
0.01% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,431
shares
|
$401,645
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,127
shares
|
$385,214
0.0% of portfolio
|
Q1 2025
Reduced 67.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,428
shares
|
$347,433
0.0% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
6,187
shares
|
$334,407
0.0% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
6,118
shares
|
$330,677
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
5,763
shares
|
$311,490
0.3% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,555
shares
|
$300,247
0.04% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,511
shares
|
$297,869
0.01% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,283
shares
|
$285,546
0.04% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,045
shares
|
$272,682
0.01% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,745
shares
|
$256,467
0.04% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,495
shares
|
$242,954
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
4,046
shares
|
$218,686
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,000
shares
|
$216,200
0.08% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$212,794
0.01% of portfolio
|
Q1 2022
Reduced 28.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,507
shares
|
$189,553
0.0% of portfolio
|
Q1 2024
Added 0.09%
|