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 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
521,095
shares
|
$29.1 Million
1.06% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
445,860
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
259,832
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
229,021
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
219,990
shares
|
$12.3 Million
3.08% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
184,334
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
138,638
shares
|
$7.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
120,871
shares
|
$6.75 Million
0.0% of portfolio
|
Q2 2025
Added 50.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
73,364
shares
|
$4.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
69,750
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
59,938
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 288.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
59,622
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
55,025
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Added 321.68%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
40,017
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
34,631
shares
|
$1.93 Million
0.54% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
30,338
shares
|
$1.69 Million
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
29,419
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,257
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
24,743
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
24,350
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,611
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,318
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
20,604
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.63%
|