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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
21,378
shares
|
$2.18 Million
1.16% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
21,230
shares
|
$2.16 Million
0.12% of portfolio
|
Q3 2024
Added 101.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,191
shares
|
$2.16 Million
0.09% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
21,087
shares
|
$2.15 Million
1.39% of portfolio
|
Q2 2024
Added 13.97%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
20,229
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2024
Reduced 47.79%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
19,982
shares
|
$2.03 Million
1.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,892
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
19,881
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2024
Added 8.39%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Aug 14, 2024 Q2 2024 |
19,857
shares
|
$2.02 Million
2.68% of portfolio
|
Q2 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
19,770
shares
|
$2.01 Million
3.02% of portfolio
|
Q2 2024
Added 12.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
19,400
shares
|
$1.97 Million
0.1% of portfolio
|
Q2 2024
Added 32.13%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,046
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
17,762
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Added 96.14%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
17,355
shares
|
$1.77 Million
0.25% of portfolio
|
Q2 2024
Added 49.59%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
17,169
shares
|
$1.75 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
17,169
shares
|
$1.75 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
17,109
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Added 146.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
16,958
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,823
shares
|
$1.71 Million
0.44% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
16,384
shares
|
$1.67 Million
0.17% of portfolio
|
Q2 2024
Added 49.84%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
16,163
shares
|
$1.65 Million
1.03% of portfolio
|
Q2 2024
Added 5.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
16,144
shares
|
$1.64 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
15,973
shares
|
$1.63 Million
0.07% of portfolio
|
Q2 2024
Added 193.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
15,914
shares
|
$1.62 Million
0.25% of portfolio
|
Q2 2024
Reduced 87.76%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
15,784
shares
|
$1.61 Million
1.44% of portfolio
|
Q3 2024
Added 26.15%
|