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 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
15,774
shares
|
$880,820
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,876
shares
|
$551,475
0.06% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
9,094
shares
|
$507,808
0.06% of portfolio
|
Q2 2025
Added 63.71%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
8,749
shares
|
$488,544
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,885
shares
|
$440,298
0.03% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,431
shares
|
$414,947
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,152
shares
|
$399,367
0.01% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,949
shares
|
$388,032
0.02% of portfolio
|
Q2 2025
Reduced 84.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,830
shares
|
$381,387
0.02% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,697
shares
|
$373,960
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
6,642
shares
|
$370,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,372
shares
|
$355,812
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,863
shares
|
$327,389
0.01% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
5,799
shares
|
$323,816
0.25% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$295,002
0.03% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,262
shares
|
$293,830
0.01% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
4,931
shares
|
$275,347
0.06% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,745
shares
|
$264,960
0.04% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,734
shares
|
$264,346
0.02% of portfolio
|
Q2 2025
Reduced 55.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,611
shares
|
$257,478
0.0% of portfolio
|
Q2 2025
Reduced 35.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,177
shares
|
$233,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
4,046
shares
|
$225,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,000
shares
|
$223,360
0.08% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$219,842
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
|
$195,830
0.0% of portfolio
|
Q1 2024
Added 0.09%
|