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 |
|---|---|---|---|---|---|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,520
shares
|
$1.98 Million
2.99% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$1.96 Million
0.66% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,332
shares
|
$1.96 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
19,232
shares
|
$1.95 Million
2.91% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
18,806
shares
|
$1.9 Million
0.18% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,358
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,046
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
17,956
shares
|
$1.82 Million
0.19% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
17,466
shares
|
$1.77 Million
0.23% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
16,958
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
16,889
shares
|
$1.71 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,823
shares
|
$1.7 Million
0.44% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,252
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,145
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
16,144
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
15,852
shares
|
$1.61 Million
1.39% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
15,498
shares
|
$1.57 Million
0.45% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,776
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
14,341
shares
|
$1.45 Million
1.1% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,073
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2023
Reduced 4.82%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
13,240
shares
|
$1.34 Million
0.97% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
13,125
shares
|
$1.33 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
13,008
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 32.91%
|