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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
118,761
shares
|
$12.1 Million
6.88% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
116,314
shares
|
$11.8 Million
1.8% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
115,459
shares
|
$11.8 Million
0.06% of portfolio
|
Q2 2024
Added 138.77%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
112,383
shares
|
$11.4 Million
8.25% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
106,811
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
101,683
shares
|
$10.4 Million
0.5% of portfolio
|
Q2 2024
Added 27.76%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$10.2 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
100,258
shares
|
$10.2 Million
0.45% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
99,358
shares
|
$10.1 Million
0.92% of portfolio
|
Q3 2024
Added 1435.67%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
98,216
shares
|
$10 Million
5.02% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
96,761
shares
|
$9.85 Million
0.07% of portfolio
|
Q2 2024
Added 5.46%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
95,313
shares
|
$9.7 Million
2.02% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
95,280
shares
|
$9.7 Million
4.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
93,468
shares
|
$9.51 Million
0.14% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
90,738
shares
|
$9.24 Million
1.05% of portfolio
|
Q2 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
88,343
shares
|
$8.99 Million
1.02% of portfolio
|
Q2 2024
Added 7.01%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
85,894
shares
|
$8.74 Million
1.01% of portfolio
|
Q2 2024
Added 5.87%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
82,594
shares
|
$8.41 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
82,098
shares
|
$8.36 Million
1.48% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
81,941
shares
|
$8.34 Million
0.01% of portfolio
|
Q2 2024
Added 1636.04%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
80,523
shares
|
$8.2 Million
5.32% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
79,306
shares
|
$8.07 Million
1.26% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
78,705
shares
|
$8.01 Million
0.0% of portfolio
|
Q2 2024
Added 73.7%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
74,626
shares
|
$7.6 Million
0.58% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
74,059
shares
|
$7.54 Million
5.97% of portfolio
|
Q3 2024
Added 33.66%
|