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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,604
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
18,604
shares
|
$1.74 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
17,466
shares
|
$1.64 Million
0.23% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
17,049
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
16,970
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
16,889
shares
|
$1.58 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,823
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,697
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 28.71%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,145
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
15,852
shares
|
$1.49 Million
1.39% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
15,498
shares
|
$1.45 Million
0.45% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
15,053
shares
|
$1.41 Million
0.12% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
15,053
shares
|
$1.41 Million
0.49% of portfolio
|
Q4 2024
Added 73.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,760
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
14,642
shares
|
$1.37 Million
0.92% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
14,341
shares
|
$1.34 Million
1.1% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
14,294
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,073
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2023
Reduced 4.82%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
13,828
shares
|
$1.3 Million
0.68% of portfolio
|
Q4 2024
Added 129.89%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
13,801
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Added 574.87%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,616
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
12,789
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Added 278.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
12,431
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,287
shares
|
$1.15 Million
0.97% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,230
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.88%
|