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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,925
shares
|
$158,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$102,370
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1,665
shares
|
$89,993
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
1,498
shares
|
$80,966
0.07% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,339
shares
|
$72,372
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
825
shares
|
$44,591
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
777
shares
|
$41,996
0.0% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
500
shares
|
$27,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
498
shares
|
$26,916
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
465
shares
|
$25,133
0.0% of portfolio
|
Q1 2025
Added 365.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
455
shares
|
$24,592
0.0% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
316
shares
|
$17,079
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
296
shares
|
$15,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
295
shares
|
$15,944
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
120
shares
|
$6,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
119
shares
|
$6,431
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
100
shares
|
$5,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$4,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|