Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133KNew |
$7.29M - $8.28M
|
133K
$7.39M
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
104KNew |
$5.66M - $6.42M
|
104K
$5.74M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 67.29% |
$3.96M - $4.49M
|
180K
$9.97M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
23.5K+ 4.72% |
$1.28M - $1.46M
|
521K
$28.9M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.1KNew |
$1.15M - $1.31M
|
21.1K
$1.17M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.8KNew |
$917K - $1.04M
|
16.8K
$930K
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
15.1K+ 8.7% |
$826K - $938K
|
189K
$10.5M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.1K+ 6.8% |
$825K - $937K
|
237K
$13.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 3.73% |
$812K - $922K
|
414K
$22.9M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 3.93% |
$552K - $627K
|
267K
$14.8M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.95K+ 12.69% |
$379K - $431K
|
61.7K
$3.42M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.76KNew |
$369K - $419K
|
6.76K
$374K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.72KNew |
$313K - $355K
|
5.72K
$317K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5KNew |
$273K - $310K
|
5K
$277K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.83KNew |
$264K - $300K
|
4.83K
$268K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.56KNew |
$249K - $283K
|
4.56K
$253K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.09K+ 245.06% |
$223K - $254K
|
5.76K
$319K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05KNew |
$221K - $251K
|
4.05K
$224K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4K+ 18.52% |
$218K - $248K
|
25.6K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77K+ 15.15% |
$152K - $172K
|
21.1K
$1.17M
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.55K+ 10.38% |
$139K - $158K
|
27.1K
$1.5M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.12K+ 5.21% |
$116K - $131K
|
42.8K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
618+ 12.27% |
$33.8K - $38.3K
|
5.66K
$313K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
536+ 2.91% |
$29.3K - $33.2K
|
18.9K
$1.05M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
500New |
$27.3K - $31K
|
500
$27.7K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
444+ 0.49% |
$24.3K - $27.5K
|
91.5K
$5.07M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
419+ 1.11% |
$22.9K - $26K
|
38.1K
$2.11M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
329+ 3.96% |
$18K - $20.4K
|
8.63K
$478K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
296New |
$16.2K - $18.4K
|
296
$16.4K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
166+ 2.28% |
$9.07K - $10.3K
|
7.43K
$412K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 1.13% |
$3.22K - $3.66K
|
5.3K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
58New |
$3.17K - $3.6K
|
58
$3.21K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.02% |
$109 - $124
|
10.2K
$562K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.2% |
$54.6 - $62
|
499
$27.6K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-177- 2.12% |
$9.67K - $11K
|
8.18K
$453K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-273- 2.62% |
$14.9K - $16.9K
|
10.1K
$562K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-331- 2.63% |
$18.1K - $20.5K
|
12.2K
$678K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-344- 2.31% |
$18.8K - $21.3K
|
14.5K
$804K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-414- 1.58% |
$22.6K - $25.7K
|
25.7K
$1.43M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-926- 2.42% |
$50.6K - $57.4K
|
37.4K
$2.07M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.11K- 9.83% |
$60.7K - $68.9K
|
10.2K
$565K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 17.03% |
$84.7K - $96.1K
|
7.55K
$418K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.72K- 5.5% |
$94K - $107K
|
29.6K
$1.64M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 1.77% |
$119K - $135K
|
121K
$6.72M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.06K- 18.9% |
$167K - $190K
|
13.1K
$728K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.19K- 6.49% |
$283K - $322K
|
74.7K
$4.14M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32.5K- 46.7% |
$1.78M - $2.02M
|
37.1K
$2.06M
|