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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
27,460
shares
|
$2.76 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
27,291
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
27,266
shares
|
$2.75 Million
0.72% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
26,759
shares
|
$2.69 Million
0.63% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
26,480
shares
|
$2.67 Million
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
25,792
shares
|
$2.6 Million
1.02% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,726
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
24,878
shares
|
$2.5 Million
2.34% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,012
shares
|
$2.42 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
23,501
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,346
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
23,213
shares
|
$2.34 Million
1.55% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
22,983
shares
|
$2.31 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
22,113
shares
|
$2.23 Million
2.89% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
21,779
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
21,661
shares
|
$2.18 Million
1.84% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,565
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
21,467
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
21,255
shares
|
$2.14 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
20,904
shares
|
$2.1 Million
0.29% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
20,748
shares
|
$2.09 Million
0.25% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
20,690
shares
|
$2.08 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
20,627
shares
|
$2.08 Million
0.47% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
20,319
shares
|
$2.05 Million
2.64% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
19,619
shares
|
$1.98 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|