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 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
508,278
shares
|
$25.7 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
427,334
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
274,036
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
238,182
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
208,563
shares
|
$10.6 Million
3.09% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
193,005
shares
|
$9.77 Million
0.0% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
144,375
shares
|
$7.31 Million
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
91,415
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
80,309
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Added 280.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
75,247
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
57,792
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
43,837
shares
|
$2.22 Million
0.1% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
41,210
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
32,224
shares
|
$1.63 Million
0.52% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
30,257
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
30,196
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,293
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,938
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,611
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
22,306
shares
|
$1.13 Million
0.21% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
21,779
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 278.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,287
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 83.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,744
shares
|
$999,638
0.01% of portfolio
|
Q1 2025
Reduced 46.8%
|