IDHQ Institutional Ownership
Invesco S&P International Developed Quality ETF
1W: -0.7%
1M: -3.2%
3M: -1.4%
YTD: +21.8%
1Y: +27.6%
3Y: +77.6%
5Y: +52.5%
$43.50
+0.50 (+1.16%)
Weekly Expected Move ±1.9%
$42
$43
$44
$44
$45
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — IDHQ
137
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
599M
Total Invested
22
New Positions
45
Increased
50
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (145 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,929,261 | $84M | +94,366 | +5.1% | 33Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,341,835 | $58M | +132,186 | +10.9% | 10Q | SEC ↗ |
| 3 | Cedar Wealth Management, LLC | 830,442 | $36M | +8,519 | +1.0% | 26Q | SEC ↗ |
| 4 | WCG Wealth Advisors LLC | 827,604 | $36M | -35,043 | -4.1% | 12Q | SEC ↗ |
| 5 | MORGAN STANLEY | 682,386 | $30M | +14,639 | +2.2% | 33Q | SEC ↗ |
| 6 | Berkeley, Inc | 664,929 | $29M | +7,106 | +1.1% | 6Q | SEC ↗ |
| 7 | KWB Wealth | 542,925 | $24M | +526,344 | +3174.4% | 8Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 519,665 | $23M | -11,102 | -2.1% | 6Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 515,296 | $22M | +54,765 | +11.9% | 26Q | SEC ↗ |
| 10 | Chaney Capital Management, Inc. | 411,887 | $18M | +18,128 | +4.6% | 9Q | SEC ↗ |
| 11 | Integrated Capital Management, LLC | 377,231 | $16M | +7,415 | +2.0% | 3Q | SEC ↗ |
| 12 | Marks Group Wealth Management, Inc NEW | 322,617 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Heck Capital Advisors, LLC | 298,391 | $13M | -16,918 | -5.4% | 25Q | SEC ↗ |
| 14 | Elevated Financial Group LLC | 261,428 | $11M | +24,883 | +10.5% | 2Q | SEC ↗ |
| 15 | PRINCIPAL SECURITIES, INC. | 244,324 | $11M | +130,494 | +114.6% | 11Q | SEC ↗ |
| 16 | BOS Asset Management, LLC | 239,408 | $10M | -142 | -0.1% | 10Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 233,756 | $10M | +18,452 | +8.6% | 11Q | SEC ↗ |
| 18 | Concurrent Investment Advisors, LLC | 230,779 | $10M | +12,203 | +5.6% | 3Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC | 230,478 | $10M | -7,640 | -3.2% | 7Q | SEC ↗ |
| 20 | Destiny Wealth Partners, LLC | 217,494 | $9M | -6,081 | -2.7% | 2Q | SEC ↗ |
| 21 | Well Done, LLC | 205,312 | $9M | -9,118 | -4.3% | 6Q | SEC ↗ |
| 22 | Thrivent Financial for Lutherans | 160,463 | $7M | -933,675 | -85.3% | 4Q | SEC ↗ |
| 23 | Cornerstone Wealth Management, LLC | 154,725 | $7M | -2,780 | -1.8% | 14Q | SEC ↗ |
| 24 | STIFEL FINANCIAL CORP | 146,855 | $6M | +27,104 | +22.6% | 11Q | SEC ↗ |
| 25 | EP Wealth Advisors, LLC NEW | 141,784 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Opes Wealth Management LLC | 139,643 | $6M | +5,576 | +4.2% | 22Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 127,962 | $6M | +1,896 | +1.5% | 11Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 113,106 | $5M | +22,057 | +24.2% | 8Q | SEC ↗ |
| 29 | Falcon Wealth Planning | 107,492 | $5M | -3,877 | -3.5% | 8Q | SEC ↗ |
| 30 | ROYAL BANK OF CANADA | 94,855 | $4M | +86,190 | +994.7% | 33Q | SEC ↗ |
| 31 | LEAVELL INVESTMENT MANAGEMENT, INC. | 93,380 | $4M | +41,714 | +80.7% | 9Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 90,548 | $4M | +836 | +0.9% | 9Q | SEC ↗ |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 89,650 | $4M | -3,080 | -3.3% | 14Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP | 77,555 | $3M | — | +0.0% | 12Q | SEC ↗ |
| 35 | Breakwater Capital Group | 65,396 | $3M | -592 | -0.9% | 15Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 60,800 | $3M | +1,844 | +3.1% | 15Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 58,864 | $3M | -225,324 | -79.3% | 10Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC | 55,032 | $2M | -875 | -1.6% | 5Q | SEC ↗ |
| 39 | CREATIVE FINANCIAL DESIGNS INC /ADV | 54,062 | $2M | +4,589 | +9.3% | 11Q | SEC ↗ |
| 40 | Legacy Financial Advisors, Inc. | 53,221 | $2M | +1,648 | +3.2% | 9Q | SEC ↗ |
| 41 | 1900 WEALTH MANAGEMENT LLC | 44,753 | $2M | -950 | -2.1% | 23Q | SEC ↗ |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 42,916 | $2M | +2,318 | +5.7% | 2Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 41,051 | $2M | +2,527 | +6.6% | 29Q | SEC ↗ |
| 44 | NorthStar Asset Management LLC /NJ | 37,942 | $2M | +2,836 | +8.1% | 11Q | SEC ↗ |
| 45 | PERSPECTIVE WEALTH ADVISORS LLC | 37,246 | $2M | -242 | -0.6% | 3Q | SEC ↗ |
| 46 | Wealth High Governance Asset Managemen NEW | 35,100 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 30,904 | $1M | +4,298 | +16.2% | 14Q | SEC ↗ |
| 48 | INTERACTIVE FINANCIAL ADVISORS, INC. | 28,039 | $1M | -142 | -0.5% | 12Q | SEC ↗ |
| 49 | Octavia Wealth Advisors, LLC | 27,732 | $1M | -25 | -0.1% | 10Q | SEC ↗ |
| 50 | Lighthouse Wealth Management Inc. NEW | 24,874 | $1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Marks Group Wealth Management, Inc | 322,617 | $14M |
| EP Wealth Advisors, LLC | 141,784 | $6M |
| Wealth High Governance Asset Manage | 35,100 | $2M |
| Lighthouse Wealth Management Inc. | 24,874 | $1M |
| Cerity Partners LLC | 14,814 | $644K |
| MARSHALL WACE, LLP | 12,226 | $532K |
| Cascades Capital Asset Management, | 10,732 | $467K |
| REGIONS FINANCIAL CORP | 10,529 | $458K |
| Leo Wealth, LLC | 6,314 | $275K |
| TBH Global Asset Management, LLC | 5,880 | $256K |
| HighPoint Advisor Group LLC | 5,627 | $245K |
| PARK AVENUE SECURITIES LLC | 5,292 | $230K |
| Chemistry Wealth Management LLC | 5,075 | $221K |
| Csenge Advisory Group | 4,683 | $204K |
| TCP Asset Management, LLC | 4,648 | $202K |
| Legacy Wealth Partners, LLC | 4,526 | $197K |
| Institute for Wealth Management, LL | 3,913 | $170K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,769 | $164K |
| IMA Advisory Services, Inc. | 3,313 | $144K |
| Global Retirement Partners, LLC | 2,546 | $111K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AssuredPartners Investment Advisors | 33,635 | $1M |
| PLANWISER FINANCIAL, LLC | 30,679 | $1M |
| Independent Advisor Alliance | 26,553 | $1M |
| Unique Wealth Strategies, LLC | 22,290 | $970K |
| Stratos Wealth Partners, LTD. | 11,580 | $504K |
| Jacksonville Wealth Management, LLC | 9,170 | $399K |
| Financial Partners Group, Inc | 7,543 | $328K |
| CITADEL ADVISORS LLC | 6,607 | $287K |
| Richmond Investment Services, LLC | 5,998 | $261K |
| PETERSON WEALTH MANAGEMENT | 1,543 | $67K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 335 | $15K |
| Sarver Vrooman Wealth Advisors | 284 | $12K |
| Ascentis Independent Advisors | 277 | $12K |
| CITIGROUP INC | 200 | $9K |
| Allworth Financial LP | 152 | $7K |
| UBS Group AG | 49 | $2K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Thrivent Financial for Lutherans | -933,675 | -85.3% | 160,463 |
| JANE STREET GROUP, LLC | -225,324 | -79.3% | 58,864 |
| WCG Wealth Advisors LLC | -35,043 | -4.1% | 827,604 |
| Heck Capital Advisors, LLC | -16,918 | -5.4% | 298,391 |
| Cetera Investment Advisers | -11,102 | -2.1% | 519,665 |
| Well Done, LLC | -9,118 | -4.3% | 205,312 |
| RAYMOND JAMES FINANCIAL INC | -7,640 | -3.2% | 230,478 |
| Gateway Wealth Partners, LLC | -6,144 | -54.8% | 5,066 |
| Destiny Wealth Partners, LLC | -6,081 | -2.7% | 217,494 |
| Falcon Wealth Planning | -3,877 | -3.5% | 107,492 |
| Farther Finance Advisors, LLC | -3,820 | -51.1% | 3,653 |
| ENVESTNET ASSET MANAGEMENT INC | -3,080 | -3.3% | 89,650 |
| Kestra Advisory Services, LLC | -2,808 | -33.2% | 5,656 |
| Cornerstone Wealth Management, LLC | -2,780 | -1.8% | 154,725 |
| MEITAV INVESTMENT HOUSE LTD | -1,462 | -18.4% | 6,487 |
| DAYMARK WEALTH PARTNERS, LLC | -1,003 | -7.5% | 12,428 |
| 1900 WEALTH MANAGEMENT LLC | -950 | -2.1% | 44,753 |
| MAI Capital Management | -917 | -5.1% | 17,112 |
| Sanctuary Advisors, LLC | -875 | -1.6% | 55,032 |
| WELLS FARGO & COMPANY/MN | -740 | -99.9% | 1 |