Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XMHQ)

422 + Investors. Track Smart Money conviction in XMHQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — XMHQ

Based on 426 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XMHQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
426 hedge funds hold XMHQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

204 buying207 selling
Last quarter: 204 funds bought or added vs 207 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 42 → 47 → 68 → 51. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 37% medium ■ 23% new
173 out of 426 hedge funds have held XMHQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

53 → 42 → 47 → 68 → 51 new funds/Q
New funds entering each quarter: 42 → 47 → 68 → 51. A growing number of institutions are discovering XMHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 31% new entrants

■ 36% veterans ■ 34% 1-2yr ■ 31% new
Of 426 current holders: 153 (36%) held 2+ years, 143 held 1–2 years, 130 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
18 of 425 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XMHQ

In 2026 Q1, 204 hedge funds were net buyers of XMHQ (51 opened a new position, 153 added to an existing one), while 207 reduced or exited (166 trimmed, 41 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in XMHQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 426.

Hedge Fund Ownership: XMHQ

How many hedge funds hold XMHQ — quarterly history vs. share price
Quarterly hedge fund ownership of XMHQ vs. share price

Market Analysis: XMHQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMHQ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Exchange Traded Fd T (XMHQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XMHQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
XMHQ
+7.3%
SPY
+13.9%

XMHQ outperformed SPY by -6.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XMHQ
+3.4%
SPY
+0.2%

Since the filing became public, XMHQ outperformed SPY by +3.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 31 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XMHQ
422 + Investors

Track Smart Money conviction in XMHQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 422 416 1.44%
13F Shares 32M 32M 1.68%
Total Value $3.24B $3.22B 0.57%
New Positions 49 68 -19
Increased Positions 151 158 -7
Closed Positions 43 38 +5
Reduced Positions 166 143 +23
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMHQ

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Institutional Holders (2026 Q1)

422 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XMHQ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XMHQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Straightline Group LLC 18.71% 363,959 $37.6M
2 Clearview Wealth Management LLC 9.41% 128,691 $13.3M
3 Capital Developers, LLC 9.16% 98,340 $10.2M
4 Traction Financial Partners, LLC 8.01% 125,822 $13.0M
5 Blue Water Asset Management 6.96% 194,843 $20.1M
6 LeClair Wealth Partners LLC 6.96% 194,843 $20.1M
7 Investors Portfolio Services LLC 6.47% 67,461 $7.0M
8 NBZ Investment Advisors LLC 5.91% 130,929 $13.5M
9 American National Bank of Texas 5.71% 57,917 $6.0M
10 Oasis Advisors, LLC 5.29% 97,525 $10.0M
11 Clark Wealth Partners 5.17% 74,499 $7.7M
12 Willow Financial LLC 5.14% 49,076 $5.1M
13 Corecam Pte. Ltd. 4.88% 108,920 $11.3M
14 Capital Planning Advisors, LLC 4.20% 281,267 $29.1M
15 Corecam AG 4.18% 47,470 $4.9M
16 Lighthouse Wealth Management Inc. 4.16% 59,171 $6.1M
17 Altus Wealth Group LLC 4.10% 96,877 $10.0M
18 Mascagni Wealth Management, Inc. 4.07% 55,327 $5.7M
19 Mann Financial Group, Inc. 3.87% 39,806 $4.1M
20 Everest Financial Group LLC 3.71% 161,743 $16.6M
21 PCG Wealth Advisors, LLC 3.68% 140,924 $14.6M
22 Vista Cima Wealth Management LLC 3.45% 33,804 $3.5M
23 Live Oak Investment Partners 3.03% 49,688 $5.1M
24 Solutions 4 Wealth, Ltd 3.02% 19,409 $2.0M
25 Madrona Financial Services, LLC 2.88% 127,158 $13.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exchange Traded Fd T (XMHQ)

What does the Smart Money Trend signal show for XMHQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XMHQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XMHQ?

Slight buying edge — 50% buying: Last quarter: 204 funds bought or added vs 207 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XMHQ holders?

Strong quality — 39% AUM from major funds: 18 of 425 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XMHQ?

41% of holders stayed for 2+ years: 173 out of 426 hedge funds have held XMHQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Exchange Traded Fd T (XMHQ) following the 2026 Q1 hedge fund 13F filings?

As of today, XMHQ has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), XMHQ has gained +7.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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