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 364 institutions that hold shares in the stock, with a total of 40 Million shares, which have been reported (via 13F filing form) to have a value of $4.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
350,894
shares
|
$36.4 Million
0.01% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
346,527
shares
|
$36 Million
5.48% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
285,222
shares
|
$29.6 Million
0.2% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
266,923
shares
|
$27.7 Million
1.12% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
263,614
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
262,901
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
252,780
shares
|
$26.3 Million
0.17% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
244,957
shares
|
$25.4 Million
0.99% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,330
shares
|
$25.1 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
232,482
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
231,533
shares
|
$24 Million
3.43% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
228,181
shares
|
$23.7 Million
0.24% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
221,970
shares
|
$23.1 Million
6.72% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
219,812
shares
|
$22.8 Million
6.05% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
214,459
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2024
Added 161.72%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
199,714
shares
|
$20.7 Million
1.24% of portfolio
|
Q4 2024
Added 193.69%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
181,912
shares
|
$18.9 Million
4.22% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
174,559
shares
|
$18.1 Million
1.63% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
172,875
shares
|
$18 Million
9.2% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
168,936
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2024
Added 242.28%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
168,696
shares
|
$17.5 Million
1.97% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
165,613
shares
|
$17.2 Million
14.65% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
162,300
shares
|
$16.9 Million
4.74% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
157,175
shares
|
$16.3 Million
5.3% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
140,679
shares
|
$14.6 Million
0.53% of portfolio
|
Q3 2024
Added 322.22%
|