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 421 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
56,735
shares
|
$5.71 Million
2.33% of portfolio
|
Q3 2025
Added 390.91%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
56,402
shares
|
$5.68 Million
2.78% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
56,252
shares
|
$5.66 Million
3.28% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
55,939
shares
|
$5.63 Million
0.13% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
55,721
shares
|
$5.61 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
55,294
shares
|
$5.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
54,260
shares
|
$5.46 Million
1.97% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
52,025
shares
|
$5.24 Million
1.52% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
51,688
shares
|
$5.2 Million
1.75% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
51,473
shares
|
$5.18 Million
1.86% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
51,423
shares
|
$5.18 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
51,165
shares
|
$5.15 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
51,036
shares
|
$5.14 Million
4.14% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
47,128
shares
|
$4.74 Million
3.38% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
45,647
shares
|
$4.6 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
45,222
shares
|
$4.55 Million
0.02% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
44,571
shares
|
$4.49 Million
0.36% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
44,539
shares
|
$4.48 Million
3.9% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
40,915
shares
|
$4.12 Million
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40,807
shares
|
$4.11 Million
2.42% of portfolio
|
Q2 2024
Reduced 63.89%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
38,448
shares
|
$3.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
38,252
shares
|
$3.85 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
38,111
shares
|
$3.84 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
37,573
shares
|
$3.78 Million
1.14% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
37,551
shares
|
$3.78 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|