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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
58,002
shares
|
$6.06 Million
0.25% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
57,629
shares
|
$6.02 Million
3.41% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
57,500
shares
|
$6.01 Million
2.18% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
57,250
shares
|
$5.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
57,150
shares
|
$5.97 Million
0.58% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
55,577
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2025
Added 1118.53%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
55,351
shares
|
$5.78 Million
4.63% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
53,894
shares
|
$5.63 Million
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
52,676
shares
|
$5.5 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
52,440
shares
|
$5.48 Million
3.88% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
51,284
shares
|
$5.36 Million
1.47% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
45,961
shares
|
$4.8 Million
0.15% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
44,819
shares
|
$4.68 Million
1.52% of portfolio
|
Q2 2025
Added 33.44%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
44,452
shares
|
$4.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.77%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
43,385
shares
|
$4.53 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
43,184
shares
|
$4.51 Million
3.37% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
42,572
shares
|
$4.45 Million
3.91% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
42,392
shares
|
$4.43 Million
2.32% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
42,214
shares
|
$4.41 Million
0.13% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
40,940
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40,807
shares
|
$4.26 Million
2.42% of portfolio
|
Q2 2024
Reduced 63.89%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
39,785
shares
|
$4.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 33.96%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
39,714
shares
|
$4.15 Million
0.39% of portfolio
|
Q2 2025
Reduced 29.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
39,169
shares
|
$4.09 Million
0.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
39,168
shares
|
$4.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.44%
|