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 406 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
40,648
shares
|
$3.81 Million
0.61% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
40,332
shares
|
$3.78 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
39,266
shares
|
$3.68 Million
2.27% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
39,165
shares
|
$3.67 Million
2.88% of portfolio
|
Q4 2024
Reduced 47.12%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
39,012
shares
|
$3.66 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
37,916
shares
|
$3.55 Million
0.09% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
35,911
shares
|
$3.37 Million
0.04% of portfolio
|
Q4 2024
Added 32.12%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
34,830
shares
|
$3.27 Million
0.13% of portfolio
|
Q4 2024
Reduced 78.27%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
34,699
shares
|
$3.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
34,521
shares
|
$3.24 Million
0.85% of portfolio
|
Q4 2024
Added 12.84%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
33,966
shares
|
$3.18 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
30,181
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
29,841
shares
|
$2.8 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
29,418
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
29,381
shares
|
$2.75 Million
0.35% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
29,069
shares
|
$2.73 Million
1.01% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
27,293
shares
|
$2.56 Million
0.2% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
26,801
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
26,241
shares
|
$2.46 Million
1.56% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
25,941
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
25,845
shares
|
$2.42 Million
0.23% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,756
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
25,660
shares
|
$2.41 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
25,016
shares
|
$2.35 Million
0.13% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
24,377
shares
|
$2.29 Million
1.54% of portfolio
|
Q4 2024
New holding
|