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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,287
shares
|
$1.28 Million
0.97% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
12,081
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,753
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.36%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
11,708
shares
|
$1.22 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,458
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,442
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
11,172
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,670
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,643
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 228.39%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,255
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
9,975
shares
|
$1.04 Million
0.67% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
9,900
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$996,840
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
9,520
shares
|
$988,842
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,180
shares
|
$953,526
0.34% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,688
shares
|
$902,422
0.3% of portfolio
|
Q3 2024
Added 96.78%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,600
shares
|
$893,282
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
8,592
shares
|
$892,451
0.07% of portfolio
|
Q3 2024
Reduced 68.23%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
8,457
shares
|
$878,428
0.44% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,377
shares
|
$870,118
0.02% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,361
shares
|
$868,457
0.51% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,352
shares
|
$867,522
0.17% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,347
shares
|
$867,002
0.56% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
8,278
shares
|
$859,835
0.07% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
8,015
shares
|
$832,518
0.48% of portfolio
|
Q4 2024
Added 0.19%
|