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 64 institutions that hold shares in the stock, with a total of 2.44 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
387,128
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
332,028
shares
|
$18.1 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
224,505
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
208,594
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.07%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
165,624
shares
|
$9.05 Million
3.16% of portfolio
|
Q2 2024
Added 8.53%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
146,379
shares
|
$8 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
98,317
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2024
Added 13.3%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
92,213
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
79,120
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 63.01%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
76,247
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.35%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
69,483
shares
|
$3.8 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
60,636
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
43,103
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.7%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
38,797
shares
|
$2.12 Million
0.08% of portfolio
|
Q2 2024
Added 2.87%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
37,531
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Added 8.75%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
31,264
shares
|
$1.71 Million
0.15% of portfolio
|
Q2 2024
Added 1.03%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
29,678
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2024
Added 16.78%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
26,889
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
21,831
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 12.15%
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 01, 2024 Q2 2024 |
21,197
shares
|
$1.16 Million
0.39% of portfolio
|
Q2 2024
Added 60.56%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
19,294
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 314.57%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
19,044
shares
|
$1.04 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,219
shares
|
$995,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
16,959
shares
|
$926,639
0.0% of portfolio
|
Q2 2024
Added 14.87%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 26, 2024 Q2 2024 |
15,550
shares
|
$849,652
0.18% of portfolio
|
Q2 2024
Added 11.98%
|