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 405 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 $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,458
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,415
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
11,354
shares
|
$1.06 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
11,172
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
10,978
shares
|
$1.02 Million
2.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,486
shares
|
$978,343
0.0% of portfolio
|
Q4 2024
Added 104.88%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
10,149
shares
|
$946,901
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,061
shares
|
$938,691
0.06% of portfolio
|
Q4 2024
Reduced 19.43%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
9,975
shares
|
$930,667
0.67% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
9,936
shares
|
$927,028
0.0% of portfolio
|
Q4 2024
Added 285.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,934
shares
|
$926,842
0.03% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
9,900
shares
|
$923,670
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9,780
shares
|
$912,474
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,597
shares
|
$895,400
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
9,520
shares
|
$888,216
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,162
shares
|
$854,814
0.14% of portfolio
|
Q4 2024
Reduced 24.16%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,084
shares
|
$847,537
0.06% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
9,015
shares
|
$841,099
0.24% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
8,994
shares
|
$839,140
0.51% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
8,600
shares
|
$802,380
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
8,546
shares
|
$797,341
0.01% of portfolio
|
Q4 2024
Reduced 65.39%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,445
shares
|
$787,918
0.0% of portfolio
|
Q4 2024
Added 90.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,377
shares
|
$781,574
0.02% of portfolio
|
Q4 2024
Added 20.5%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
8,357
shares
|
$779,708
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
8,058
shares
|
$751,811
0.06% of portfolio
|
Q4 2024
Reduced 2.66%
|