Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XMHQ)

428 + 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
↑ +4
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — XMHQ

Based on 430 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
430 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 — +11% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

209 buying201 selling
Last quarter: 209 funds bought or added vs 201 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 (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 68 → 51 → 42. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 30% medium ■ 22% new
205 out of 430 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.
📊

Peak discovery — momentum slowing

43 → 47 → 68 → 51 → 42 new funds/Q
New funds entering each quarter: 47 → 68 → 51 → 42. XMHQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 44% veterans vs 28% newcomers

■ 44% veterans ■ 27% 1-2yr ■ 28% new
Entry-cohort mix of 430 holders: 191 (44%) are 2+ year veterans, 117 entered 1–2 years ago, and 122 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
19 of 429 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 Q2, 209 hedge funds were net buyers of XMHQ (42 opened a new position, 167 added to an existing one), while 201 reduced or exited (163 trimmed, 38 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 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: +4 funds (more new holders than closures). Total institutional holders: 430.

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
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMHQ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 29 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XMHQ
428 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 428 426 0.47%
13F Shares 32M 32M -2.04%
Total Value $3.46B $3.24B 6.84%
New Positions 42 51 -9
Increased Positions 167 153 +14
Closed Positions 39 42 -3
Reduced Positions 163 166 -3
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 Q2)

428 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Straightline Group LLC 19.72% 370,591 $41.8M
2 Clearview Wealth Management LLC 9.30% 128,187 $14.5M
3 Traction Financial Partners, LLC 7.85% 130,921 $14.8M
4 Blue Water Asset Management 7.23% 198,483 $22.4M
5 Investors Portfolio Services LLC 6.88% 79,879 $9.0M
6 Oasis Advisors, LLC 6.44% 87,887 $9.9M
7 American National Bank of Texas 5.91% 57,403 $6.5M
8 NBZ Investment Advisors LLC 5.70% 129,534 $14.6M
9 Financial Management, Inc. 5.48% 56,282 $5.8M
10 Mann Financial Group, Inc. 4.56% 48,238 $5.4M
11 Marshall Investment Management, LLC 4.49% 95,805 $10.8M
12 Lighthouse Wealth Management Inc. 4.32% 61,696 $7.0M
13 Clark Wealth Partners 4.25% 66,614 $7.5M
14 Altus Wealth Group LLC 4.07% 99,819 $11.3M
15 Mascagni Wealth Management, Inc. 3.80% 54,169 $6.1M
16 Corecam Pte. Ltd. 3.79% 88,720 $10.0M
17 Prota Financial, LLC 3.64% 49,037 $5.5M
18 Corecam AG 3.53% 36,640 $4.1M
19 Solutions 4 Wealth, Ltd 3.24% 22,223 $2.5M
20 PCG Wealth Advisors, LLC 3.19% 126,842 $14.3M
21 Live Oak Investment Partners 3.15% 51,820 $5.8M
22 Aspen Wealth Strategies, LLC 2.92% 53,417 $6.0M
23 Vista Cima Wealth Management LLC 2.89% 34,417 $3.9M
24 Wiser Advisor Group LLC 2.83% 22,938 $2.6M
25 Liberty Square Wealth Partners LLC 2.71% 100,810 $11.4M
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 — 4 quarters in a row: For 4 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 — 51% buying: Last quarter: 209 funds bought or added vs 201 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: 19 of 429 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?

48% of holders stayed for 2+ years: 205 out of 430 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.

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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