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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
58,095
shares
|
$6.03 Million
1.35% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
56,570
shares
|
$5.88 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
54,987
shares
|
$5.71 Million
2.5% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
54,592
shares
|
$5.67 Million
0.28% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
54,414
shares
|
$5.65 Million
0.61% of portfolio
|
Q3 2024
Reduced 24.98%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
54,206
shares
|
$5.63 Million
1.31% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
53,415
shares
|
$5.55 Million
2.01% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
51,420
shares
|
$5.34 Million
0.13% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
51,222
shares
|
$5.32 Million
2.39% of portfolio
|
Q3 2024
Added 18.74%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
50,917
shares
|
$5.29 Million
1.48% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
50,877
shares
|
$5.28 Million
1.95% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
50,368
shares
|
$5.23 Million
2.25% of portfolio
|
Q3 2024
Added 23.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
49,962
shares
|
$5.19 Million
0.17% of portfolio
|
Q3 2024
Added 114.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
49,947
shares
|
$5.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
49,872
shares
|
$5.18 Million
1.41% of portfolio
|
Q4 2024
Added 1564.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
48,055
shares
|
$4.99 Million
0.03% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
47,401
shares
|
$4.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
46,878
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
45,654
shares
|
$4.74 Million
1.34% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
44,948
shares
|
$4.67 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
44,942
shares
|
$4.67 Million
0.09% of portfolio
|
Q2 2024
Added 11.14%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
43,964
shares
|
$4.57 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,536
shares
|
$4.52 Million
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
43,130
shares
|
$4.48 Million
0.26% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
42,793
shares
|
$4.44 Million
0.15% of portfolio
|
Q4 2024
Added 4.22%
|