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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,780
shares
|
$155,235
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$114,192
0.0% of portfolio
|
Q2 2025
Reduced 86.17%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$105,760
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,665
shares
|
$92,973
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,339
shares
|
$74,769
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,222
shares
|
$68,236
0.05% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
825
shares
|
$46,068
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
498
shares
|
$27,808
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
496
shares
|
$27,696
0.0% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
465
shares
|
$25,965
0.0% of portfolio
|
Q1 2025
Added 365.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
433
shares
|
$24,178
0.0% of portfolio
|
Q2 2025
Reduced 44.27%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
337
shares
|
$18,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
316
shares
|
$17,645
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
296
shares
|
$16,528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
295
shares
|
$16,472
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
120
shares
|
$6,700
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
118
shares
|
$6,589
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$5,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
50
shares
|
$2,792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|