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 358 institutions that hold shares in the stock, with a total of 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
136,325
shares
|
$14.2 Million
0.08% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
132,013
shares
|
$13.7 Million
0.15% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
131,378
shares
|
$13.7 Million
0.25% of portfolio
|
Q3 2024
Added 130.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
124,567
shares
|
$13 Million
0.61% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
118,761
shares
|
$12.4 Million
6.88% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
116,314
shares
|
$12.1 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
112,383
shares
|
$11.7 Million
8.25% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
106,811
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
104,242
shares
|
$10.9 Million
0.49% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
102,778
shares
|
$10.7 Million
5.92% of portfolio
|
Q3 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$10.5 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
100,258
shares
|
$10.4 Million
0.45% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
99,358
shares
|
$10.3 Million
0.92% of portfolio
|
Q3 2024
Added 1435.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
99,006
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
98,216
shares
|
$10.2 Million
5.02% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
96,212
shares
|
$10 Million
0.96% of portfolio
|
Q3 2024
Added 161.57%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
95,313
shares
|
$9.92 Million
2.02% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
95,280
shares
|
$9.92 Million
4.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
93,468
shares
|
$9.73 Million
0.14% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
91,170
shares
|
$9.49 Million
1.03% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
90,738
shares
|
$9.45 Million
1.08% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
82,983
shares
|
$8.64 Million
0.37% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
82,594
shares
|
$8.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
82,098
shares
|
$8.55 Million
1.48% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
80,942
shares
|
$8.43 Million
0.94% of portfolio
|
Q3 2024
Reduced 5.77%
|