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 410 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,934
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
Added 32.05%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
9,900
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
9,798
shares
|
$1 Million
1.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
9,392
shares
|
$959,956
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,223
shares
|
$942,682
0.08% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
9,135
shares
|
$933,688
0.4% of portfolio
|
Q1 2025
Reduced 90.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
8,692
shares
|
$888,409
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
8,462
shares
|
$864,901
0.79% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,320
shares
|
$850,387
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
8,031
shares
|
$820,848
0.41% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,874
shares
|
$804,801
0.01% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,802
shares
|
$797,442
0.03% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,709
shares
|
$787,936
0.35% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,574
shares
|
$774,138
0.06% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
7,562
shares
|
$772,912
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,449
shares
|
$761,362
0.14% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
7,410
shares
|
$757,376
0.11% of portfolio
|
Q1 2025
Reduced 88.68%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
7,344
shares
|
$750,630
0.52% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7,304
shares
|
$746,541
0.3% of portfolio
|
Q1 2024
Added 12.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
7,182
shares
|
$734,072
0.46% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,061
shares
|
$721,704
0.32% of portfolio
|
Q1 2025
Added 97.57%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
7,057
shares
|
$721,295
0.04% of portfolio
|
Q1 2025
Reduced 56.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,034
shares
|
$718,945
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,028
shares
|
$718,331
0.17% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
6,992
shares
|
$714,652
0.03% of portfolio
|
Q1 2025
Added 0.03%
|