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 73 institutions that hold shares in the stock, with a total of 3.32 Million shares, which have been reported (via 13F filing form) to have a value of $200 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
18,857
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
15,434
shares
|
$930,824
0.06% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
10,973
shares
|
$661,781
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,878
shares
|
$595,742
0.07% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
9,819
shares
|
$592,183
0.03% of portfolio
|
Q3 2025
Added 24.53%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
8,749
shares
|
$527,652
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,678
shares
|
$523,370
0.0% of portfolio
|
Q3 2025
Added 88.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
8,331
shares
|
$502,442
0.06% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,158
shares
|
$492,008
0.01% of portfolio
|
Q3 2025
Added 21.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,698
shares
|
$464,266
0.0% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
7,157
shares
|
$431,638
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,013
shares
|
$422,954
0.03% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,118
shares
|
$368,976
0.01% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$351,486
0.25% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,289
shares
|
$318,979
0.01% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
5,283
shares
|
$318,617
0.04% of portfolio
|
Q1 2023
Added 0.15%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
5,018
shares
|
$302,635
0.07% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,745
shares
|
$286,170
0.04% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,000
shares
|
$241,240
0.06% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,937
shares
|
$237,440
0.01% of portfolio
|
Q1 2022
Reduced 28.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
3,805
shares
|
$229,479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,507
shares
|
$211,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,507
shares
|
$211,507
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,226
shares
|
$134,250
0.02% of portfolio
|
Q3 2025
Added 378.71%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,030
shares
|
$122,429
0.0% of portfolio
|
Q3 2025
Reduced 26.98%
|
|