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 2.79 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
497,839
shares
|
$29.3 Million
1.14% of portfolio
|
Q3 2024
Added 49.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
398,926
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
257,333
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
222,156
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
173,806
shares
|
$10.2 Million
3.2% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
123,606
shares
|
$7.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
107,609
shares
|
$6.34 Million
0.0% of portfolio
|
Q3 2024
Added 36.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
91,071
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
79,854
shares
|
$4.7 Million
0.0% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
69,635
shares
|
$4.1 Million
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
54,730
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
40,674
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
38,305
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
37,638
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
31,293
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
26,152
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
24,585
shares
|
$1.45 Million
0.44% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,590
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
18,825
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
18,392
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,314
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,209
shares
|
$954,548
0.0% of portfolio
|
Q3 2024
Reduced 15.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,866
shares
|
$875,458
0.0% of portfolio
|
Q3 2024
Added 11.51%
|