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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,973
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
12,789
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 278.26%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,526
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,488
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
12,431
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,287
shares
|
$1.24 Million
0.97% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
12,081
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,458
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,442
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,415
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
11,354
shares
|
$1.15 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
11,172
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,670
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.33%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,255
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
9,975
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,934
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
9,900
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9,780
shares
|
$990,518
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$971,984
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
9,520
shares
|
$964,185
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
9,015
shares
|
$913,039
0.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,688
shares
|
$879,920
0.3% of portfolio
|
Q3 2024
Added 96.78%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,600
shares
|
$871,008
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,546
shares
|
$865,538
0.01% of portfolio
|
Q4 2024
Reduced 65.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,377
shares
|
$848,422
0.02% of portfolio
|
Q4 2024
Added 20.5%
|