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 65 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $161 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,866
shares
|
$841,415
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,573
shares
|
$711,631
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,305
shares
|
$639,863
0.04% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,003
shares
|
$622,769
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,415
shares
|
$589,489
0.01% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,149
shares
|
$574,433
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
9,102
shares
|
$515,173
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,749
shares
|
$495,193
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
8,361
shares
|
$473,232
0.03% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,301
shares
|
$469,836
0.0% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,265
shares
|
$411,199
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,870
shares
|
$332,242
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$299,017
0.04% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,243
shares
|
$296,753
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,038
shares
|
$285,150
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,900
shares
|
$277,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$274,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,745
shares
|
$268,567
0.04% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$222,834
0.01% of portfolio
|
Q1 2022
Reduced 28.96%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,507
shares
|
$198,496
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$107,200
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,669
shares
|
$94,465
0.0% of portfolio
|
Q3 2024
Added 807.07%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$94,239
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,339
shares
|
$75,787
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
852
shares
|
$48,223
0.0% of portfolio
|
Q2 2023
Reduced 10.5%
|