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 415 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
33,770
shares
|
$3.33 Million
1.53% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
33,587
shares
|
$3.31 Million
1.17% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
31,657
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
31,516
shares
|
$3.11 Million
0.11% of portfolio
|
Q1 2025
Added 15.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
30,497
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 25.52%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
30,294
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.24%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
30,068
shares
|
$2.96 Million
0.34% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
29,584
shares
|
$2.92 Million
1.75% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
29,447
shares
|
$2.9 Million
0.54% of portfolio
|
Q1 2025
Reduced 70.99%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
28,105
shares
|
$2.77 Million
0.24% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
27,757
shares
|
$2.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
27,501
shares
|
$2.71 Million
1.55% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
26,934
shares
|
$2.65 Million
1.55% of portfolio
|
Q1 2025
Reduced 84.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
26,394
shares
|
$2.6 Million
0.03% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
25,958
shares
|
$2.56 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
25,607
shares
|
$2.52 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,568
shares
|
$2.52 Million
0.08% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
25,541
shares
|
$2.52 Million
0.84% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,991
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 138.33%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
23,522
shares
|
$2.32 Million
1.55% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
23,273
shares
|
$2.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 79.47%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,236
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
23,156
shares
|
$2.28 Million
1.13% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
22,850
shares
|
$2.25 Million
0.95% of portfolio
|
Q1 2025
Added 65.24%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
22,633
shares
|
$2.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 75.15%
|