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 415 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straightline Group LLC
Troy, MI |
May 15, 2025 Q1 2025 |
362,032
shares
|
$35.7 Million
21.45% of portfolio
|
Q1 2025
New holding
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
338,633
shares
|
$33.4 Million
1.66% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
302,492
shares
|
$29.8 Million
1.13% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
297,511
shares
|
$29.3 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
295,613
shares
|
$29.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
290,700
shares
|
$28.6 Million
1.7% of portfolio
|
Q1 2025
Added 45.56%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
289,341
shares
|
$28.5 Million
0.45% of portfolio
|
Q1 2025
Added 156.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
282,913
shares
|
$27.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
273,681
shares
|
$27 Million
0.15% of portfolio
|
Q1 2025
Added 99.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
263,614
shares
|
$26 Million
0.02% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
256,527
shares
|
$25.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
244,957
shares
|
$24.1 Million
0.99% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,330
shares
|
$23.8 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
231,298
shares
|
$22.8 Million
0.37% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
208,764
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.27%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
199,733
shares
|
$19.7 Million
6.0% of portfolio
|
Q1 2025
Added 27.08%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
192,164
shares
|
$18.9 Million
3.34% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
186,652
shares
|
$18.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
175,884
shares
|
$17.3 Million
0.32% of portfolio
|
Q1 2025
Added 5519.3%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
174,518
shares
|
$17.2 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
172,406
shares
|
$17 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
169,742
shares
|
$16.7 Million
1.15% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
156,172
shares
|
$15.4 Million
0.61% of portfolio
|
Q1 2025
Added 122.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
151,585
shares
|
$14.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
147,696
shares
|
$14.6 Million
0.61% of portfolio
|
Q1 2025
Added 3.0%
|