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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,823
shares
|
$1.75 Million
0.44% of portfolio
|
Q1 2024
Added 11.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,252
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
16,173
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
16,144
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
15,784
shares
|
$1.64 Million
1.44% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,503
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
15,499
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,776
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
14,333
shares
|
$1.49 Million
0.81% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
14,073
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2023
Reduced 4.82%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
13,963
shares
|
$1.45 Million
0.43% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
13,240
shares
|
$1.38 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
13,125
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
13,008
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
12,973
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
12,526
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2024
Added 40.58%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
12,488
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
12,435
shares
|
$1.29 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12,287
shares
|
$1.28 Million
0.97% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
12,081
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 16.78%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
11,753
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.36%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
11,708
shares
|
$1.22 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
11,442
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 18.64%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
11,299
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
11,109
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2024
Added 6.19%
|