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 409 institutions that hold shares in the stock, with a total of 34.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,719
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.74%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
9,566
shares
|
$994,290
0.18% of portfolio
|
Q2 2025
Added 28.42%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
9,488
shares
|
$986,182
0.09% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,033
shares
|
$938,890
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
8,386
shares
|
$871,640
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,175
shares
|
$849,709
0.1% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,042
shares
|
$835,885
0.46% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
8,003
shares
|
$831,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
7,962
shares
|
$827,570
0.35% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,874
shares
|
$818,423
0.01% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,818
shares
|
$812,602
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
7,731
shares
|
$803,560
0.08% of portfolio
|
Q3 2025
Reduced 96.24%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
7,522
shares
|
$781,836
0.64% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,502
shares
|
$779,757
0.06% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,304
shares
|
$759,177
0.3% of portfolio
|
Q1 2024
Added 12.49%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,146
shares
|
$742,755
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
7,030
shares
|
$730,698
0.58% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
6,980
shares
|
$725,501
0.16% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
6,974
shares
|
$724,877
0.41% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,967
shares
|
$724,149
0.02% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,935
shares
|
$720,823
0.47% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
6,912
shares
|
$718,433
0.05% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,788
shares
|
$705,544
0.01% of portfolio
|
Q3 2024
Added 410.38%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
6,634
shares
|
$689,537
0.39% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
6,561
shares
|
$681,950
0.29% of portfolio
|
Q3 2025
Added 0.29%
|