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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
86,493
shares
|
$8.99 Million
3.86% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
82,783
shares
|
$8.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 45.39%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
82,690
shares
|
$8.59 Million
6.33% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
80,358
shares
|
$8.35 Million
1.19% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
80,358
shares
|
$8.35 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
74,297
shares
|
$7.72 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
73,938
shares
|
$7.69 Million
0.81% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
73,104
shares
|
$7.6 Million
2.1% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
72,892
shares
|
$7.58 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
69,994
shares
|
$7.28 Million
0.43% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
69,940
shares
|
$7.27 Million
0.13% of portfolio
|
Q2 2025
Added 14.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
69,843
shares
|
$7.26 Million
2.86% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
69,375
shares
|
$7.21 Million
0.2% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
67,824
shares
|
$7.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
67,358
shares
|
$7 Million
2.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
66,528
shares
|
$6.91 Million
0.16% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
65,497
shares
|
$6.81 Million
2.39% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
63,192
shares
|
$6.57 Million
1.39% of portfolio
|
Q2 2025
Reduced 33.22%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
62,292
shares
|
$6.47 Million
2.2% of portfolio
|
Q2 2025
Added 2144.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
61,949
shares
|
$6.44 Million
0.17% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
61,036
shares
|
$6.34 Million
2.53% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
60,705
shares
|
$6.31 Million
2.94% of portfolio
|
Q1 2024
Added 7.57%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
59,685
shares
|
$6.2 Million
5.09% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
58,338
shares
|
$6.06 Million
1.38% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
58,002
shares
|
$6.03 Million
0.25% of portfolio
|
Q2 2025
Added 7.82%
|