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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
37,617
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
37,357
shares
|
$3.8 Million
0.52% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
37,211
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
37,121
shares
|
$3.78 Million
0.27% of portfolio
|
Q2 2024
Added 1.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
36,783
shares
|
$3.74 Million
0.37% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
36,351
shares
|
$3.7 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
35,684
shares
|
$3.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,456
shares
|
$3.51 Million
0.38% of portfolio
|
Q3 2024
Reduced 31.39%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
33,319
shares
|
$3.39 Million
0.15% of portfolio
|
Q2 2024
Added 112.43%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
32,450
shares
|
$3.3 Million
0.47% of portfolio
|
Q2 2024
Added 7.97%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
30,593
shares
|
$3.11 Million
0.8% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
29,471
shares
|
$3 Million
0.04% of portfolio
|
Q2 2024
Added 517.06%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
27,089
shares
|
$2.76 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,852
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2024
Added 500.18%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
26,402
shares
|
$2.69 Million
0.32% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
26,333
shares
|
$2.68 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 08, 2024 Q2 2024 |
26,314
shares
|
$2.68 Million
2.21% of portfolio
|
Q2 2024
Added 21.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
26,215
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 08, 2024 Q2 2024 |
24,928
shares
|
$2.54 Million
0.86% of portfolio
|
Q2 2024
Added 9.23%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,689
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Added 316.97%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
24,335
shares
|
$2.48 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Concentrum Wealth Management
|
Aug 13, 2024 Q2 2024 |
23,915
shares
|
$2.43 Million
0.98% of portfolio
|
Q2 2024
Added 10.25%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
23,751
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
23,254
shares
|
$2.37 Million
0.15% of portfolio
|
Q2 2024
Added 34.72%
|
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
22,622
shares
|
$2.3 Million
0.98% of portfolio
|
Q2 2024
Reduced 4.64%
|