Institutional Ownership Invesco Exchange Traded Fd Tr (XMHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XMHQ). We have compiled data on the 405 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
5,982
shares
|
$552,198
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Feb 10, 2025 Q4 2024 |
5,953
shares
|
$549,521
0.48% of portfolio
|
Q2 2024
Reduced 12.3%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,744
shares
|
$530,228
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,742
shares
|
$530,044
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
5,692
shares
|
$525,428
0.01% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,631
shares
|
$519,797
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,598
shares
|
$516,751
0.01% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
5,585
shares
|
$515,551
0.1% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
5,475
shares
|
$505,397
0.27% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
5,309
shares
|
$490,073
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
5,262
shares
|
$485,735
0.04% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,245
shares
|
$484,165
0.16% of portfolio
|
Q4 2024
Reduced 87.84%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
5,237
shares
|
$483,427
0.93% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
4,911
shares
|
$453,334
0.14% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,859
shares
|
$448,534
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,790
shares
|
$442,164
0.28% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,765
shares
|
$439,857
0.19% of portfolio
|
Q4 2024
Added 92.6%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
4,698
shares
|
$433,672
0.06% of portfolio
|
Q4 2024
Added 83.59%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,535
shares
|
$418,625
0.03% of portfolio
|
Q4 2024
Added 42.48%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
4,505
shares
|
$415,856
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
4,477
shares
|
$413,271
0.28% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
4,381
shares
|
$404,410
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,367
shares
|
$403,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,314
shares
|
$398,225
0.14% of portfolio
|
Q4 2024
Reduced 46.13%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
4,296
shares
|
$396,563
0.25% of portfolio
|
Q4 2024
Added 11.38%
|