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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,894
shares
|
$114,227
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,665
shares
|
$100,416
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,586
shares
|
$95,651
0.01% of portfolio
|
Q3 2025
Reduced 77.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,339
shares
|
$80,755
0.0% of portfolio
|
Q1 2024
Reduced 39.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
864
shares
|
$52,107
0.0% of portfolio
|
Q3 2025
Reduced 57.75%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
825
shares
|
$49,755
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
498
shares
|
$30,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
496
shares
|
$29,913
0.0% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
474
shares
|
$28,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
433
shares
|
$26,114
0.0% of portfolio
|
Q2 2025
Reduced 44.27%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
384
shares
|
$23,159
0.0% of portfolio
|
Q3 2025
Reduced 41.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
337
shares
|
$20,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
316
shares
|
$19,057
0.0% of portfolio
|
Q4 2023
Reduced 15.96%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
306
shares
|
$18,454
0.01% of portfolio
|
Q3 2025
Reduced 74.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
296
shares
|
$17,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
295
shares
|
$17,791
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
101
shares
|
$6,091
0.0% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
101
shares
|
$6,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
50
shares
|
$3,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
25
shares
|
$1,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2022
Reduced 99.99%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|