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 404 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
386,643
shares
|
$34.2 Million
0.04% of portfolio
|
Q4 2024
Added 80.29%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
346,527
shares
|
$30.6 Million
5.48% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
307,053
shares
|
$27.1 Million
0.19% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
302,492
shares
|
$26.7 Million
1.13% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
290,700
shares
|
$25.7 Million
1.7% of portfolio
|
Q1 2025
Added 45.56%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
289,341
shares
|
$25.6 Million
0.45% of portfolio
|
Q1 2025
Added 156.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
283,148
shares
|
$25 Million
0.01% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
280,904
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
273,327
shares
|
$24.2 Million
0.15% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
263,614
shares
|
$23.3 Million
0.02% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
260,212
shares
|
$23 Million
0.01% of portfolio
|
Q4 2024
Added 54.03%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
244,957
shares
|
$21.6 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
|
$21.3 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
235,333
shares
|
$20.8 Million
0.32% of portfolio
|
Q4 2024
Added 1709.14%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
231,533
shares
|
$20.5 Million
3.43% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
231,187
shares
|
$20.4 Million
0.23% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
229,031
shares
|
$20.2 Million
6.58% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
219,812
shares
|
$19.4 Million
6.05% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
210,964
shares
|
$18.6 Million
0.37% of portfolio
|
Q4 2024
Added 60.58%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
199,733
shares
|
$17.6 Million
6.0% of portfolio
|
Q1 2025
Added 27.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
190,254
shares
|
$16.8 Million
0.11% of portfolio
|
Q4 2024
Added 39.56%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
181,912
shares
|
$16.1 Million
4.22% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
174,518
shares
|
$15.4 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
169,742
shares
|
$15 Million
1.15% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
165,983
shares
|
$14.7 Million
4.54% of portfolio
|
Q4 2024
Added 2.27%
|