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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
86,602
shares
|
$9 Million
0.16% of portfolio
|
Q4 2024
Added 130.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
82,983
shares
|
$8.62 Million
0.37% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
80,942
shares
|
$8.41 Million
0.94% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
80,523
shares
|
$8.36 Million
5.32% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
80,465
shares
|
$8.36 Million
0.53% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
79,017
shares
|
$8.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,462
shares
|
$8.05 Million
0.23% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
77,269
shares
|
$8.03 Million
6.97% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
75,651
shares
|
$7.86 Million
0.52% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
74,931
shares
|
$7.78 Million
4.18% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
74,319
shares
|
$7.72 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
74,022
shares
|
$7.69 Million
0.08% of portfolio
|
Q3 2024
Added 1875.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
70,754
shares
|
$7.35 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
67,463
shares
|
$7.01 Million
0.19% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
65,564
shares
|
$6.81 Million
2.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
63,917
shares
|
$6.64 Million
0.93% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
63,894
shares
|
$6.64 Million
0.4% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
62,237
shares
|
$6.46 Million
1.72% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
61,573
shares
|
$6.4 Million
0.01% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
61,328
shares
|
$6.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
60,705
shares
|
$6.31 Million
2.94% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
60,379
shares
|
$6.27 Million
1.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,378
shares
|
$6.17 Million
0.15% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
58,700
shares
|
$6.1 Million
3.38% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
58,688
shares
|
$6.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.61%
|