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 72 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
18,928
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,791
shares
|
$929,885
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,522
shares
|
$804,228
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,145
shares
|
$727,970
0.0% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,242
shares
|
$677,961
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
10,194
shares
|
$564,543
0.03% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,151
shares
|
$562,162
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,142
shares
|
$561,663
0.01% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
8,749
shares
|
$484,519
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,630
shares
|
$477,929
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
8,184
shares
|
$453,229
0.03% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,552
shares
|
$418,229
0.01% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,431
shares
|
$411,528
0.0% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
6,756
shares
|
$374,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,870
shares
|
$325,080
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,759
shares
|
$318,933
0.0% of portfolio
|
Q4 2024
Added 245.06%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
5,722
shares
|
$316,884
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,656
shares
|
$313,229
0.0% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,302
shares
|
$293,624
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,283
shares
|
$292,572
0.04% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,003
shares
|
$277,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,831
shares
|
$267,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,745
shares
|
$262,778
0.04% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,563
shares
|
$252,698
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,046
shares
|
$224,067
0.02% of portfolio
|
Q4 2024
New holding
|