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 421 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
780
shares
|
$78,530
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
780
shares
|
$78,530
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
683
shares
|
$68,764
0.08% of portfolio
|
Q4 2024
Reduced 35.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
520
shares
|
$52,353
0.0% of portfolio
|
Q3 2025
Reduced 76.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
475
shares
|
$47,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
464
shares
|
$46,715
0.02% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
451
shares
|
$45,406
0.01% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
443
shares
|
$44,601
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
441
shares
|
$44,399
0.0% of portfolio
|
Q3 2025
Added 1420.69%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
388
shares
|
$39,063
0.01% of portfolio
|
Q3 2025
Added 276.7%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
361
shares
|
$36,345
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
361
shares
|
$36,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
357
shares
|
$35,942
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
343
shares
|
$34,533
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$30,204
0.01% of portfolio
|
Q1 2025
Reduced 75.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
277
shares
|
$27,888
0.0% of portfolio
|
Q3 2024
Reduced 81.31%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
259
shares
|
$26,076
0.01% of portfolio
|
Q3 2025
Added 127.19%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
252
shares
|
$25,371
0.0% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
209
shares
|
$21,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
200
shares
|
$20,136
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$20,136
0.0% of portfolio
|
Q1 2024
Reduced 79.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
171
shares
|
$17,216
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
156
shares
|
$15,706
0.0% of portfolio
|
Q3 2025
Added 62.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
150
shares
|
$15,102
0.0% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
147
shares
|
$14,799
0.0% of portfolio
|
Q1 2025
Added 59.78%
|
|