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 69 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
508,278
shares
|
$25.7 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
427,334
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
267,438
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
237,262
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
222,792
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 126.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
208,563
shares
|
$10.6 Million
3.09% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
180,023
shares
|
$9.11 Million
0.0% of portfolio
|
Q4 2024
Added 67.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
133,427
shares
|
$6.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
121,424
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
91,515
shares
|
$4.63 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
74,668
shares
|
$3.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,675
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
43,837
shares
|
$2.22 Million
0.1% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
38,057
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
37,379
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,114
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Reduced 46.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,249
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
32,224
shares
|
$1.63 Million
0.52% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
30,257
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,293
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,938
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,611
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
22,306
shares
|
$1.13 Million
0.21% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
21,088
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
15,444
shares
|
$781,929
0.0% of portfolio
|
Q1 2025
Added 6.35%
|