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 410 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,836
shares
|
$698,707
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,827
shares
|
$697,787
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,788
shares
|
$693,801
0.01% of portfolio
|
Q3 2024
Added 410.38%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
6,515
shares
|
$665,898
0.39% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
6,475
shares
|
$661,809
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,418
shares
|
$655,983
0.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,200
shares
|
$633,702
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
6,100
shares
|
$623,481
0.14% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,049
shares
|
$618,268
0.02% of portfolio
|
Q1 2025
Reduced 68.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,042
shares
|
$617,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
6,037
shares
|
$617,041
0.5% of portfolio
|
Q1 2025
Added 55.91%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
5,953
shares
|
$608,456
0.72% of portfolio
|
Q2 2024
Reduced 12.3%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
5,766
shares
|
$589,342
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
5,750
shares
|
$587,707
0.23% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,722
shares
|
$584,845
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,710
shares
|
$583,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,651
shares
|
$577,588
0.06% of portfolio
|
Q1 2025
Added 238.99%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
5,579
shares
|
$570,229
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,338
shares
|
$545,596
0.11% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
5,337
shares
|
$545,494
0.86% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
5,262
shares
|
$537,829
0.04% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,246
shares
|
$536,193
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
5,244
shares
|
$535,989
0.26% of portfolio
|
Q1 2025
Added 104.76%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
5,189
shares
|
$530,367
0.42% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
5,188
shares
|
$530,265
0.09% of portfolio
|
Q1 2025
New holding
|