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 336 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,573
shares
|
$770,855
0.39% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,523
shares
|
$765,766
0.02% of portfolio
|
Q3 2024
Added 47.45%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
7,359
shares
|
$749,072
0.61% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,304
shares
|
$743,474
0.3% of portfolio
|
Q1 2024
Added 12.49%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
7,298
shares
|
$742,863
0.05% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
7,288
shares
|
$741,845
0.14% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
7,190
shares
|
$731,870
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
7,139
shares
|
$726,678
0.01% of portfolio
|
Q2 2024
Added 117.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,078
shares
|
$720,469
0.03% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,952
shares
|
$707,644
0.02% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
6,757
shares
|
$687,795
0.23% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
6,653
shares
|
$677,208
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
6,535
shares
|
$665,197
0.05% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
6,533
shares
|
$664,994
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
6,480
shares
|
$659,599
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
6,386
shares
|
$650,030
0.3% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,200
shares
|
$631,098
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
5,953
shares
|
$605,955
0.5% of portfolio
|
Q2 2024
Reduced 12.3%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
5,753
shares
|
$585,597
0.02% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,665
shares
|
$576,640
0.07% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,561
shares
|
$566,054
0.03% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
5,475
shares
|
$557,300
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
5,188
shares
|
$528,086
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 14, 2024 Q2 2024 |
4,917
shares
|
$500,501
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,790
shares
|
$487,574
0.28% of portfolio
|
Q3 2024
Added 26.32%
|