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 |
|---|---|---|---|---|---|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
80,523
shares
|
$8.38 Million
5.32% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
80,465
shares
|
$8.38 Million
0.53% of portfolio
|
Q3 2024
Added 21.06%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
79,306
shares
|
$8.26 Million
1.26% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
79,017
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,462
shares
|
$8.06 Million
0.23% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
74,931
shares
|
$7.8 Million
4.18% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
74,319
shares
|
$7.74 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
74,059
shares
|
$7.71 Million
5.97% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
74,022
shares
|
$7.71 Million
0.08% of portfolio
|
Q3 2024
Added 1875.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
71,037
shares
|
$7.4 Million
0.53% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
70,754
shares
|
$7.37 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
68,001
shares
|
$7.08 Million
0.43% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
65,510
shares
|
$6.82 Million
2.35% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
63,894
shares
|
$6.65 Million
0.4% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
62,237
shares
|
$6.48 Million
1.72% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
61,933
shares
|
$6.45 Million
0.98% of portfolio
|
Q3 2024
Reduced 48.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
61,573
shares
|
$6.41 Million
0.01% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
61,328
shares
|
$6.38 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
60,884
shares
|
$6.34 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
60,705
shares
|
$6.32 Million
2.94% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
60,379
shares
|
$6.29 Million
1.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
59,378
shares
|
$6.18 Million
0.15% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
58,700
shares
|
$6.11 Million
3.38% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
58,331
shares
|
$6.07 Million
2.08% of portfolio
|
Q3 2024
Reduced 37.6%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
58,095
shares
|
$6.05 Million
1.35% of portfolio
|
Q3 2024
Added 6.62%
|