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 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$218,031
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
|
$194,217
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$104,889
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,665
shares
|
$92,207
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,339
shares
|
$74,153
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
852
shares
|
$47,183
0.0% of portfolio
|
Q2 2023
Reduced 10.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
825
shares
|
$45,688
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
500
shares
|
$27,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
499
shares
|
$27,634
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
316
shares
|
$17,500
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
296
shares
|
$16,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
295
shares
|
$16,337
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
125
shares
|
$6,922
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
120
shares
|
$6,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
118
shares
|
$6,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$5,538
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
77
shares
|
$4,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
58
shares
|
$3,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13
shares
|
$719
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
1
shares
|
$55
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 |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|