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 425 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 $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,204
shares
|
$221,898
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,188
shares
|
$220,287
0.1% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,157
shares
|
$217,166
0.03% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
2,146
shares
|
$216,059
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
2,130
shares
|
$214,448
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$210,622
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,049
shares
|
$206,293
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
2,048
shares
|
$206,192
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$201,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$201,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,989
shares
|
$200,252
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,984
shares
|
$199,749
0.06% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
1,983
shares
|
$199,648
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Jan 26, 2026 Q4 2025 |
1,966
shares
|
$197,936
0.02% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,945
shares
|
$195,822
0.0% of portfolio
|
Q3 2025
Reduced 65.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
1,922
shares
|
$193,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jan 27, 2026 Q4 2025 |
1,604
shares
|
$161,490
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,542
shares
|
$155,248
0.01% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,446
shares
|
$145,583
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,357
shares
|
$136,622
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,291
shares
|
$129,977
0.01% of portfolio
|
Q3 2025
Reduced 96.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,250
shares
|
$125,850
0.04% of portfolio
|
Q2 2025
Added 38.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,181
shares
|
$118,903
0.0% of portfolio
|
Q3 2025
Added 118000.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,157
shares
|
$116,486
0.0% of portfolio
|
Q3 2025
Reduced 25.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,151
shares
|
$115,882
0.0% of portfolio
|
Q3 2025
Added 458.74%
|
|