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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
825
shares
|
$48,584
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
498
shares
|
$29,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
316
shares
|
$18,609
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
295
shares
|
$17,372
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
283
shares
|
$16,665
0.0% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
125
shares
|
$7,361
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
120
shares
|
$7,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
118
shares
|
$6,949
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$5,889
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
77
shares
|
$4,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
13
shares
|
$765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1
shares
|
$58
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|