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 374 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$617,808
0.01% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
6,015
shares
|
$609,199
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
5,953
shares
|
$602,919
0.5% of portfolio
|
Q2 2024
Reduced 12.3%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,927
shares
|
$600,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,744
shares
|
$581,752
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,711
shares
|
$578,410
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,665
shares
|
$573,751
0.07% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,631
shares
|
$570,307
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,598
shares
|
$566,965
0.01% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
5,585
shares
|
$565,648
0.1% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$554,508
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
5,309
shares
|
$537,695
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,245
shares
|
$531,213
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
5,237
shares
|
$530,403
0.93% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
5,188
shares
|
$525,440
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,118
shares
|
$518,351
0.0% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$506,400
0.04% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,859
shares
|
$492,119
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,790
shares
|
$485,131
0.28% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
4,600
shares
|
$465,888
0.24% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
4,505
shares
|
$456,266
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,486
shares
|
$454,342
0.3% of portfolio
|
Q3 2024
Reduced 35.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,432
shares
|
$448,872
0.0% of portfolio
|
Q3 2024
Added 522.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,367
shares
|
$442,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
4,326
shares
|
$438,137
0.17% of portfolio
|
Q3 2024
Added 54.28%
|