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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
274,110
shares
|
$28.6 Million
4.06% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
271,179
shares
|
$28.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
268,159
shares
|
$28 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
263,614
shares
|
$27.5 Million
0.02% of portfolio
|
Q3 2024
Added 23.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
257,785
shares
|
$26.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
244,957
shares
|
$25.6 Million
0.99% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,330
shares
|
$25.2 Million
0.8% of portfolio
|
Q4 2023
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
224,089
shares
|
$23.4 Million
6.7% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
211,035
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
206,591
shares
|
$21.6 Million
9.45% of portfolio
|
Q2 2025
Added 106.06%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
205,463
shares
|
$21.5 Million
2.06% of portfolio
|
Q2 2025
Reduced 67.91%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
199,538
shares
|
$20.8 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
184,250
shares
|
$19.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
181,662
shares
|
$19 Million
1.18% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
168,802
shares
|
$17.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
160,769
shares
|
$16.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
160,283
shares
|
$16.7 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
156,702
shares
|
$16.4 Million
0.22% of portfolio
|
Q2 2025
Added 28.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
156,553
shares
|
$16.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
156,172
shares
|
$16.3 Million
0.61% of portfolio
|
Q1 2025
Added 122.24%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
149,524
shares
|
$15.6 Million
0.9% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
143,087
shares
|
$14.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 38.14%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
141,758
shares
|
$14.8 Million
7.78% of portfolio
|
Q2 2025
Added 426.32%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
139,452
shares
|
$14.6 Million
3.47% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
139,184
shares
|
$14.5 Million
2.03% of portfolio
|
Q2 2025
Added 17.93%
|