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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
158,876
shares
|
$14 Million
0.18% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
143,401
shares
|
$12.7 Million
0.62% of portfolio
|
Q4 2024
Added 37.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
136,848
shares
|
$12.1 Million
0.08% of portfolio
|
Q4 2024
Added 38.22%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
123,645
shares
|
$10.9 Million
5.75% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
122,445
shares
|
$10.8 Million
6.79% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
117,290
shares
|
$10.4 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
116,553
shares
|
$10.3 Million
0.51% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
115,593
shares
|
$10.2 Million
8.66% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
113,379
shares
|
$10 Million
0.38% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
107,579
shares
|
$9.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
107,295
shares
|
$9.48 Million
0.91% of portfolio
|
Q4 2024
Added 29.91%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$8.87 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
99,844
shares
|
$8.82 Million
0.93% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
99,712
shares
|
$8.81 Million
0.14% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
99,575
shares
|
$8.8 Million
7.12% of portfolio
|
Q1 2025
Added 594.34%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
99,180
shares
|
$8.76 Million
4.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
98,615
shares
|
$8.71 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
97,825
shares
|
$8.64 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
97,196
shares
|
$8.59 Million
0.1% of portfolio
|
Q4 2024
Added 31.31%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
95,293
shares
|
$8.42 Million
1.43% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
94,838
shares
|
$8.38 Million
0.66% of portfolio
|
Q4 2024
Added 34.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
94,816
shares
|
$8.38 Million
0.13% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
93,003
shares
|
$8.22 Million
1.07% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
92,567
shares
|
$8.18 Million
0.56% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
91,878
shares
|
$8.12 Million
4.41% of portfolio
|
Q4 2024
Reduced 6.45%
|