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 73 institutions that hold shares in the stock, with a total of 3.32 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
544,604
shares
|
$32.8 Million
0.01% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
515,564
shares
|
$31.1 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
261,019
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
227,815
shares
|
$13.7 Million
3.06% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
207,990
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
180,447
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
149,246
shares
|
$9 Million
0.0% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
129,761
shares
|
$7.83 Million
0.01% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
110,164
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2025
Added 57.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
74,235
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
66,547
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
63,522
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
58,553
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
39,822
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
37,516
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
36,998
shares
|
$2.23 Million
0.58% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
31,990
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,158
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,104
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
23,976
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,611
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,318
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,969
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 168.73%
|
|