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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
134,117
shares
|
$14 Million
6.59% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
125,776
shares
|
$13.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
125,085
shares
|
$13.1 Million
0.91% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
116,068
shares
|
$12.1 Million
2.95% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
115,642
shares
|
$12.1 Million
0.29% of portfolio
|
Q2 2025
Added 55.33%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
114,598
shares
|
$12 Million
3.92% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
112,386
shares
|
$11.7 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
108,182
shares
|
$11.3 Million
0.75% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
107,715
shares
|
$11.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
107,376
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
107,028
shares
|
$11.2 Million
0.96% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
106,234
shares
|
$11.1 Million
4.05% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
101,553
shares
|
$10.6 Million
0.1% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
101,182
shares
|
$10.6 Million
1.45% of portfolio
|
Q2 2025
Added 124.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
100,983
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$10.5 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
100,125
shares
|
$10.5 Million
5.6% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
96,985
shares
|
$10.1 Million
6.46% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
96,688
shares
|
$10.1 Million
0.66% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
95,404
shares
|
$9.97 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
91,960
shares
|
$9.61 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
91,276
shares
|
$9.54 Million
6.46% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
89,896
shares
|
$9.39 Million
4.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
88,209
shares
|
$9.22 Million
0.23% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
86,952
shares
|
$9.08 Million
1.98% of portfolio
|
Q2 2025
Added 508.52%
|