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 |
|---|---|---|---|---|---|
|
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 Million
0.91% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
118,759
shares
|
$12.3 Million
0.04% of portfolio
|
Q3 2025
Added 836.73%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
117,678
shares
|
$12.2 Million
2.95% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
115,642
shares
|
$12 Million
0.29% of portfolio
|
Q2 2025
Added 55.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
114,382
shares
|
$11.9 Million
0.49% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
113,058
shares
|
$11.8 Million
4.13% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
108,182
shares
|
$11.2 Million
0.75% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
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
|
$11.1 Million
0.96% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
106,874
shares
|
$11.1 Million
4.11% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
106,417
shares
|
$11.1 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
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
|
$10.5 Million
1.45% of portfolio
|
Q2 2025
Added 124.93%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
100,983
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
100,428
shares
|
$10.4 Million
0.25% of portfolio
|
Q1 2024
Added 24.34%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
100,125
shares
|
$10.4 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 Million
0.66% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
95,404
shares
|
$9.92 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
91,276
shares
|
$9.49 Million
6.46% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
90,797
shares
|
$9.44 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
90,134
shares
|
$9.37 Million
2.08% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
88,209
shares
|
$9.17 Million
0.23% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
86,952
shares
|
$9.04 Million
1.98% of portfolio
|
Q2 2025
Added 508.52%
|