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 362 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 $4.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
136,325
shares
|
$14.2 Million
0.08% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
132,013
shares
|
$13.7 Million
0.15% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,378
shares
|
$13.6 Million
0.25% of portfolio
|
Q3 2024
Added 130.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
124,567
shares
|
$12.9 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
122,445
shares
|
$12.7 Million
6.79% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
116,314
shares
|
$12.1 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
115,745
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
112,925
shares
|
$11.7 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
112,383
shares
|
$11.7 Million
8.25% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
107,295
shares
|
$11.1 Million
0.91% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
104,242
shares
|
$10.8 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
102,778
shares
|
$10.7 Million
5.92% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
101,505
shares
|
$10.5 Million
1.96% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$10.4 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
100,258
shares
|
$10.4 Million
0.45% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
99,180
shares
|
$10.3 Million
4.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
99,006
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
98,615
shares
|
$10.2 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
98,216
shares
|
$10.2 Million
5.02% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
96,212
shares
|
$9.99 Million
0.96% of portfolio
|
Q3 2024
Added 161.57%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
95,293
shares
|
$9.9 Million
1.43% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
93,468
shares
|
$9.71 Million
0.14% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
91,170
shares
|
$9.47 Million
1.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
91,092
shares
|
$9.46 Million
1.42% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,738
shares
|
$9.42 Million
1.08% of portfolio
|
Q2 2024
New holding
|