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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
41,219
shares
|
$4.29 Million
1.29% of portfolio
|
Q3 2024
Added 65.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
41,062
shares
|
$4.27 Million
0.19% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40,807
shares
|
$4.25 Million
2.42% of portfolio
|
Q2 2024
Reduced 63.89%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
40,519
shares
|
$4.22 Million
1.54% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
39,443
shares
|
$4.11 Million
0.53% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
38,563
shares
|
$4.01 Million
2.14% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
38,112
shares
|
$3.97 Million
0.25% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
37,694
shares
|
$3.92 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
37,617
shares
|
$3.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
37,211
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
35,684
shares
|
$3.72 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
35,583
shares
|
$3.7 Million
2.37% of portfolio
|
Q3 2024
Added 120.15%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,456
shares
|
$3.59 Million
0.38% of portfolio
|
Q3 2024
Reduced 31.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
34,231
shares
|
$3.56 Million
0.04% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
34,019
shares
|
$3.54 Million
0.5% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
30,593
shares
|
$3.19 Million
0.8% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,694
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
27,180
shares
|
$2.83 Million
0.05% of portfolio
|
Q3 2024
Added 70.16%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
27,089
shares
|
$2.82 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
26,402
shares
|
$2.75 Million
0.32% of portfolio
|
Q3 2024
Added 43.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
26,333
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
26,215
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
25,972
shares
|
$2.7 Million
1.04% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
25,420
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.49%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,689
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2024
Added 316.97%
|