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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
42,520
shares
|
$4.42 Million
0.62% of portfolio
|
Q3 2024
Added 145.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
42,225
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2024
Reduced 21.37%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
42,101
shares
|
$4.37 Million
3.5% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
41,219
shares
|
$4.28 Million
1.29% of portfolio
|
Q3 2024
Added 65.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40,807
shares
|
$4.24 Million
2.42% of portfolio
|
Q2 2024
Reduced 63.89%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
40,519
shares
|
$4.21 Million
1.54% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
39,443
shares
|
$4.1 Million
0.53% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
39,165
shares
|
$4.07 Million
2.88% of portfolio
|
Q4 2024
Reduced 47.12%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
38,563
shares
|
$4.01 Million
2.14% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
38,112
shares
|
$3.96 Million
0.25% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
37,694
shares
|
$3.92 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
37,296
shares
|
$3.87 Million
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
35,684
shares
|
$3.71 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
35,583
shares
|
$3.7 Million
2.37% of portfolio
|
Q3 2024
Added 120.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
34,830
shares
|
$3.62 Million
0.13% of portfolio
|
Q4 2024
Reduced 78.27%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,456
shares
|
$3.58 Million
0.38% of portfolio
|
Q3 2024
Reduced 31.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
34,231
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
34,019
shares
|
$3.53 Million
0.5% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
30,593
shares
|
$3.18 Million
0.8% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,694
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,293
shares
|
$2.83 Million
0.2% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
27,180
shares
|
$2.82 Million
0.05% of portfolio
|
Q3 2024
Added 70.16%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
27,089
shares
|
$2.81 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
26,402
shares
|
$2.74 Million
0.32% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
26,333
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.49%
|