Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (XMHQ)

394 + 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
↑ +26
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — XMHQ

Based on 394 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
394 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 — +5% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

214 buying171 selling
Last quarter: 214 funds bought or added vs 171 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new XMHQ position: 49 → 39 → 43 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 22% new

■ 36% conviction (2yr+) ■ 42% medium ■ 22% new
Of the 394 current holders: 142 (36%) held >2 years, 167 held 1–2 years, and 85 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

69 → 49 → 39 → 43 → 63 new funds/Q
New funds entering each quarter: 49 → 39 → 43 → 63. A growing number of institutions are discovering XMHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 34% new entrants

■ 31% veterans ■ 35% 1-2yr ■ 34% new
Of 394 current holders: 122 (31%) held 2+ years, 139 held 1–2 years, 133 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
16 of 394 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 21 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XMHQ
2026 Q1 Stats Unlock in 12 days 394 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 394 368 7.07%
13F Shares 31M 31M -0.55%
Total Value $3.11B $3.23B -3.77%
New Positions 63 43 +20
Increased Positions 151 140 +11
Closed Positions 37 43 -6
Reduced Positions 134 141 -7
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMHQ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

394 + investors

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

Top 25 institutional holders of XMHQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Developers, LLC 9.16% 98,340 $10.2M
2 Blue Water Asset Management 6.96% 194,843 $20.1M
3 LeClair Wealth Partners LLC 6.96% 194,843 $20.1M
4 NBZ Investment Advisors LLC 5.91% 130,929 $13.5M
5 American National Bank of Texas 5.71% 57,917 $6.0M
6 Oasis Advisors, LLC 5.29% 97,525 $10.0M
7 Willow Financial LLC 5.14% 49,076 $5.1M
8 Corecam Pte. Ltd. 4.88% 108,920 $11.3M
9 Corecam AG 4.18% 47,470 $4.9M
10 Lighthouse Wealth Management Inc. 4.16% 59,171 $6.1M
11 Altus Wealth Group LLC 4.10% 96,877 $10.0M
12 Mann Financial Group, Inc. 3.87% 39,806 $4.1M
13 PCG Wealth Advisors, LLC 3.68% 140,924 $14.6M
14 Live Oak Investment Partners 3.03% 49,688 $5.1M
15 Solutions 4 Wealth, Ltd 3.02% 19,409 $2.0M
16 Madrona Financial Services, LLC 2.88% 127,158 $13.1M
17 Aspen Wealth Strategies, LLC 2.87% 52,043 $5.4M
18 Wiser Advisor Group LLC 2.87% 22,965 $2.4M
19 KPP Advisory Services LLC 2.75% 183,355 $19.0M
20 LIBERTY SQUARE WEALTH PARTNERS LLC 2.66% 92,178 $9.5M
21 DENVER WEALTH MANAGEMENT, INC. 2.50% 70,289 $7.3M
22 Equity Wealth Partners, LLC 2.48% 37,124 $3.8M
23 Centerpoint Advisory Group 2.47% 31,784 $3.3M
24 DHJJ Financial Advisors, Ltd. 2.47% 72,173 $7.5M
25 TruWealth Advisors, LLC 2.44% 491,754 $50.8M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 214 funds bought or added vs 171 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 — 37% AUM from major funds: 16 of 394 holders rank in the top 100 by AUM, accounting for 37% 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?

Mixed — 36% long-term, 22% new: Of the 394 current holders: 142 (36%) held >2 years, 167 held 1–2 years, and 85 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.