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 357 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
10,985
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,670
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,643
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 228.39%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,255
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
9,900
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
9,516
shares
|
$984,810
0.03% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,180
shares
|
$950,038
0.34% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
9,049
shares
|
$936,481
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,688
shares
|
$899,121
0.3% of portfolio
|
Q3 2024
Added 96.78%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
8,592
shares
|
$889,186
0.07% of portfolio
|
Q3 2024
Reduced 68.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
8,575
shares
|
$887,426
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
8,457
shares
|
$875,214
0.44% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,361
shares
|
$865,279
0.51% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
8,352
shares
|
$864,348
0.17% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,347
shares
|
$863,831
0.56% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
8,278
shares
|
$856,690
0.07% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
8,175
shares
|
$846,030
0.61% of portfolio
|
Q3 2024
Added 39.15%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
8,008
shares
|
$828,747
0.28% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
8,000
shares
|
$827,920
0.51% of portfolio
|
Q1 2024
Added 60.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,987
shares
|
$826,574
0.06% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
7,778
shares
|
$804,945
0.82% of portfolio
|
Q3 2023
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
7,665
shares
|
$793,250
0.53% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,630
shares
|
$789,628
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,573
shares
|
$783,729
0.39% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,523
shares
|
$778,555
0.02% of portfolio
|
Q3 2024
Added 47.45%
|