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 |
|---|---|---|---|---|---|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
27,089
shares
|
$2.74 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
26,333
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
26,241
shares
|
$2.66 Million
1.56% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
26,215
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
25,972
shares
|
$2.63 Million
1.04% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
25,845
shares
|
$2.62 Million
0.23% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
25,660
shares
|
$2.6 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,420
shares
|
$2.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
25,016
shares
|
$2.53 Million
0.13% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
24,511
shares
|
$2.48 Million
1.92% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
24,377
shares
|
$2.47 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
24,005
shares
|
$2.43 Million
1.25% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
23,890
shares
|
$2.42 Million
1.99% of portfolio
|
Q4 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
23,852
shares
|
$2.42 Million
0.92% of portfolio
|
Q4 2024
Added 66.41%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
23,751
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
23,223
shares
|
$2.35 Million
0.34% of portfolio
|
Q4 2024
Reduced 58.95%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
22,921
shares
|
$2.32 Million
1.23% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,907
shares
|
$2.32 Million
0.09% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
22,532
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
22,300
shares
|
$2.26 Million
2.34% of portfolio
|
Q4 2024
Reduced 86.53%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
21,493
shares
|
$2.18 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
20,212
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
19,982
shares
|
$2.02 Million
1.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,892
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
19,815
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|