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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
24,511
shares
|
$2.55 Million
1.92% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
24,335
shares
|
$2.53 Million
1.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
23,751
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
23,444
shares
|
$2.44 Million
1.55% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,907
shares
|
$2.38 Million
0.09% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
22,532
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
21,493
shares
|
$2.24 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
21,378
shares
|
$2.23 Million
1.16% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
21,230
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2024
Added 101.56%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
21,191
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
20,212
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
19,982
shares
|
$2.08 Million
1.02% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
19,892
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
19,815
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
19,520
shares
|
$2.03 Million
2.99% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$2.02 Million
0.66% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
19,391
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Nov 15, 2024 Q3 2024 |
19,232
shares
|
$2 Million
2.91% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,358
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,046
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
17,956
shares
|
$1.87 Million
0.19% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
17,762
shares
|
$1.85 Million
0.17% of portfolio
|
Q3 2024
Added 96.14%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
17,668
shares
|
$1.84 Million
0.76% of portfolio
|
Q3 2024
Reduced 21.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,361
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
16,958
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2024
Added 100.0%
|