Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF FD TR INVESCO S&P .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.2K+ 280.83% |
$3.06M - $3.44M
|
80.3K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19.6K+ 10.39% |
$1.01M - $1.14M
|
209K
$11.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16K+ 278.17% |
$827K - $931K
|
21.8K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 3.27% |
$699K - $787K
|
427K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13K+ 7.21% |
$670K - $755K
|
193K
$10.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.1KNew |
$573K - $646K
|
11.1K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.9K+ 8.21% |
$565K - $636K
|
144K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.69KNew |
$500K - $563K
|
9.69K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.13K+ 161.4% |
$471K - $531K
|
14.8K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.6K+ 2.47% |
$340K - $384K
|
274K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
6.12KNew |
$316K - $356K
|
6.12K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.09K+ 18.75% |
$262K - $296K
|
32.2K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.5KNew |
$232K - $261K
|
4.5K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.38K+ 17.85% |
$174K - $196K
|
22.3K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.28K+ 71.82% |
$169K - $190K
|
7.84K
$424K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
3.15K+ 8.28% |
$163K - $183K
|
41.2K
$2.23M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.93KNew |
$151K - $170K
|
2.93K
$158K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 10.57% |
$140K - $157K
|
28.3K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.5KNew |
$77.3K - $87.1K
|
1.5K
$81K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.18K+ 23.67% |
$61.1K - $68.8K
|
6.19K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05K+ 2.44% |
$53.9K - $60.7K
|
43.8K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
922+ 6.35% |
$47.6K - $53.6K
|
15.4K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
920+ 0.39% |
$47.5K - $53.5K
|
238K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
807+ 6.59% |
$41.6K - $46.9K
|
13K
$705K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
684+ 2.31% |
$35.3K - $39.8K
|
30.3K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
579+ 0.78% |
$29.9K - $33.7K
|
75.2K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
498New |
$25.7K - $28.9K
|
498
$26.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
455+ 364.0% |
$23.5K - $26.4K
|
580
$31.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
365+ 365.0% |
$18.8K - $21.2K
|
465
$25.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
341+ 3.35% |
$17.6K - $19.8K
|
10.5K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
214+ 4.43% |
$11K - $12.4K
|
5.05K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
209+ 3.94% |
$10.8K - $12.1K
|
5.51K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$5.16K - $5.81K
|
100
$5.41K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
41+ 0.72% |
$2.12K - $2.38K
|
5.76K
$311K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.05% |
$206 - $233
|
8.19K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.03% |
$155 - $174
|
10.2K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$51.6 - $58.1
|
119
$6.43K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-24- 1.6% |
$1.24K - $1.4K
|
1.47K
$79.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 8.8% |
$3.87K - $4.36K
|
777
$42K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100- 0.11% |
$5.16K - $5.81K
|
91.4K
$4.94M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 21.55% |
$6.45K - $7.27K
|
455
$24.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.8K- 6.99% |
$92.9K - $105K
|
23.9K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.87K- 31.86% |
$96.5K - $109K
|
4K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.2K- 25.52% |
$114K - $128K
|
6.43K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.88K- 6.3% |
$200K - $226K
|
57.8K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.56K- 50.0% |
$287K - $323K
|
5.56K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.18K- 19.22% |
$371K - $418K
|
30.2K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 2.5% |
$674K - $759K
|
508K
$27.5M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-14.7K- 67.28% |
$756K - $852K
|
7.13K
$385K
|