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 $114 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Guidance Capital, Inc
Lousville, KY |
Apr 17, 2024 Q1 2024 |
13,202
shares
|
$671,189
0.25% of portfolio
|
Q1 2024
Added 111.2%
|
|
Zacks Investment Management
Chicago, IL |
May 15, 2024 Q1 2024 |
11,270
shares
|
$572,966
0.01% of portfolio
|
Q1 2024
Added 3.54%
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
10,146
shares
|
$515,822
0.07% of portfolio
|
Q1 2024
Added 0.01%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
9,551
shares
|
$485,572
0.02% of portfolio
|
Q1 2024
Added 117.32%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
8,752
shares
|
$444,951
0.04% of portfolio
|
Q1 2024
Reduced 4.97%
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
8,749
shares
|
$444,799
0.1% of portfolio
|
Q2 2020
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
7,919
shares
|
$402,601
0.01% of portfolio
|
Q1 2024
Reduced 11.05%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
6,845
shares
|
$347,999
0.0% of portfolio
|
Q4 2023
New holding
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 18, 2024 Q1 2024 |
5,870
shares
|
$298,430
0.16% of portfolio
|
Q4 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
5,502
shares
|
$279,721
0.01% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
5,283
shares
|
$268,587
0.04% of portfolio
|
Q1 2023
Added 0.15%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,844
shares
|
$246,268
0.0% of portfolio
|
Q1 2024
Reduced 37.17%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
4,654
shares
|
$236,609
0.0% of portfolio
|
Q1 2024
Reduced 84.75%
|
|
Schrum Private Wealth Management LLC
|
May 02, 2024 Q1 2024 |
4,500
shares
|
$228,780
0.22% of portfolio
|
Q2 2023
New holding
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
4,295
shares
|
$218,357
0.01% of portfolio
|
Q1 2024
Reduced 7.38%
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
4,183
shares
|
$212,663
0.04% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$200,157
0.01% of portfolio
|
Q1 2022
Reduced 28.96%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
3,507
shares
|
$178,295
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
1,887
shares
|
$95,935
0.06% of portfolio
|
Q1 2024
Added 0.21%
|
|
True Wealth Design, LLC
Akron, OH |
May 14, 2024 Q1 2024 |
1,665
shares
|
$84,648
0.02% of portfolio
|
Q4 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,339
shares
|
$68,074
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
852
shares
|
$43,315
0.0% of portfolio
|
Q2 2023
Reduced 10.5%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
825
shares
|
$41,943
0.0% of portfolio
|
Q4 2019
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
427
shares
|
$21,708
0.0% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
316
shares
|
$16,065
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|