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 407 institutions that hold shares in the stock, with a total of 34.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
9,566
shares
|
$999,455
0.18% of portfolio
|
Q2 2025
Added 28.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,223
shares
|
$963,619
0.08% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
9,195
shares
|
$960,693
0.02% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,692
shares
|
$908,140
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
8,386
shares
|
$876,169
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,320
shares
|
$869,273
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,175
shares
|
$854,124
0.1% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
8,042
shares
|
$840,228
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
|
$836,153
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,874
shares
|
$822,675
0.01% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
7,818
shares
|
$816,824
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,709
shares
|
$805,436
0.35% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,574
shares
|
$791,331
0.06% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
7,522
shares
|
$785,898
0.64% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
7,414
shares
|
$774,614
0.01% of portfolio
|
Q2 2025
Reduced 99.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,304
shares
|
$763,121
0.3% of portfolio
|
Q1 2024
Added 12.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
7,182
shares
|
$750,375
0.46% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
7,146
shares
|
$746,614
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,028
shares
|
$734,285
0.17% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,935
shares
|
$724,568
0.47% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
6,912
shares
|
$722,165
0.05% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,827
shares
|
$713,284
0.02% of portfolio
|
Q2 2025
Reduced 99.38%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,788
shares
|
$709,210
0.01% of portfolio
|
Q3 2024
Added 410.38%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
6,634
shares
|
$693,120
0.39% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
6,542
shares
|
$683,508
0.32% of portfolio
|
Q2 2025
Added 30.42%
|