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Invesco S&P MidCap Quality ETF (XMHQ) Institutional Ownership

Invesco S&P MidCap Quality ETF logo
$99.38 -0.34 (-0.34%)
As of 05/20/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Number of
Institutional Buyers
(last 12 months)
352
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$737.30M
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XMHQ Institutional Buying and Selling by Quarter

Invesco S&P MidCap Quality ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth428,064$39.18M0.1%-0.9%0.837%
5/19/2025 Jane Street Group LLC19,592$1.79M0.0%N/A0.038%
5/16/2025 Arete Wealth Advisors LLC4,939$452K0.0%-45.6%0.010%
5/16/2025 Signature Estate & Investment Advisors LLC39,027$3.57M0.1%+2.9%0.076%
5/16/2025 Goldman Sachs Group Inc.4,561$417K0.0%-73.2%0.009%
5/16/2025 Jones Financial Companies Lllp183,892$16.83M0.0%-52.4%0.360%
5/16/2025 Redwood Financial Network Corp7,344$672K0.5%-2.3%0.014%
5/16/2025 Pacific Center for Financial Services13,292$1.22M0.3%-94.2%0.026%
5/16/2025 NewEdge Advisors LLC273,681$25.05M0.1%+100.0%0.535%
5/16/2025 Integrated Wealth Concepts LLC3,785$346K0.0%-77.3%0.007%
5/16/2025 Investmark Advisory Group LLC4,275$391K0.2%-21.9%0.008%
5/16/2025 Edmond DE Rothschild Holding S.A.603,301$55.22M1.0%-31.8%1.180%
5/16/2025 Belmont Capital LLC5,188$475K0.1%N/A0.010%
5/15/2025 Federation des caisses Desjardins du Quebec88,362$8.09M0.0%+12.0%0.173%
5/15/2025 Focus Partners Advisor Solutions LLC3,278$300K0.0%+27.1%0.006%
5/15/2025 Royal Bank of Canada282,913$25.90M0.0%+0.7%0.553%
5/15/2025 Betterment LLC2,370$217K0.0%N/A0.005%
5/15/2025 MAI Capital Management35,883$3.28M0.0%+38.3%0.070%
5/15/2025 Spectrum Wealth Advisory Group LLC100,259$9.18M4.4%-18.9%0.196%
5/15/2025 WPG Advisers LLC13,553$1.24M1.2%N/A0.027%
5/15/2025 TD Capital Management LLC16,444$1.51M0.2%-13.9%0.032%
5/15/2025 Trexquant Investment LP4,713$431K0.0%+44.0%0.009%
5/15/2025 Gerber Kawasaki Wealth & Investment Management147,696$13.52M0.6%+3.0%0.289%
5/14/2025 CreativeOne Wealth LLC25,568$2.34M0.1%+7.4%0.050%
5/14/2025 WCG Wealth Advisors LLC99,150$9.08M0.7%+4.5%0.194%
5/14/2025 Comerica Bank19,731$1.81M0.0%-2.5%0.039%
5/14/2025 Northwestern Mutual Wealth Management Co.1,840,029$168.42M0.1%-8.6%3.598%
5/14/2025 Sax Wealth Advisors LLC116,468$10.66M0.8%+18.1%0.228%
5/14/2025 Kestra Advisory Services LLC172,406$15.78M0.1%-9.4%0.337%
5/14/2025 Compound Planning Inc.3,366$308K0.0%+9.2%0.007%
5/14/2025 Ameriprise Financial Inc.1,366,191$125.05M0.0%-27.8%2.671%
5/14/2025 Integras Partners LLC64,756$5.93M5.3%-1.1%0.127%
5/14/2025 CW Advisors LLC7,562$695K0.0%N/A0.015%
5/14/2025 United Asset Strategies Inc.28,105$2.57M0.2%+8.7%0.055%
5/14/2025 Flow Traders U.S. LLC7,034$644K0.0%N/A0.014%
5/14/2025 Capital Analysts LLC482$44K0.0%+51.6%0.001%
5/14/2025 Level Four Advisory Services LLC87,600$8.02M0.3%-1.1%0.171%
5/14/2025 Legacy Financial Advisors Inc.7,449$682K0.1%-1.5%0.015%
5/14/2025 Hsbc Holdings PLC2,619$240K0.0%N/A0.005%
5/14/2025 Andina Capital Management LLC6,686$612K0.4%-22.3%0.013%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

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5/13/2025 Aptus Capital Advisors LLC23,236$2.13M0.0%-3.3%0.045%
5/13/2025 Raymond James Financial Inc.1,037,099$94.93M0.0%+10.2%2.028%
5/13/2025 LWM Advisory Services LLC13,970$1.28M0.9%-33.5%0.027%
5/13/2025 Trivium Point Advisory LLC70,930$6.49M0.8%+58.3%0.139%
5/13/2025 NFP Retirement Inc.125,085$11.45M0.9%+6.6%0.245%
5/13/2025 WESCAP Management Group Inc.14,289$1.31M0.3%N/A0.028%
5/13/2025 Anfield Capital Management LLC67,330$6.16M2.3%N/A0.132%
5/13/2025 HighTower Advisors LLC460,261$42.13M0.1%-41.8%0.900%
5/12/2025 Capital Planning Advisors LLC365,770$33.48M5.2%+5.6%0.715%
5/12/2025 Cypress Capital Group90,408$8.28M1.1%+46.6%0.177%
5/12/2025 Meridian Wealth Management LLC53,795$4.92M0.2%+0.2%0.105%
5/12/2025 Independent Advisor Alliance17,751$1.63M0.1%-92.5%0.035%
5/12/2025 Aveo Capital Partners LLC102,590$9.67M1.6%+10.3%0.201%
5/12/2025 Biltmore Family Office LLC13,551$1.24M0.2%-1.8%0.026%
5/12/2025 Berger Financial Group Inc7,857$719K0.0%-2.5%0.015%
5/12/2025 Benjamin Edwards Inc.1,212,974$111.02M1.6%+2.4%2.372%
5/9/2025 Atria Wealth Solutions Inc.151,585$13.88M0.2%-4.6%0.292%
5/9/2025 Syntegra Private Wealth Group LLC640,298$58.61M6.9%-9.9%1.232%
5/9/2025 Horizon Family Wealth Inc.22,397$2.05M1.4%-0.9%0.043%
5/9/2025 Cary Street Partners Financial LLC4,120$377K0.0%+3.1%0.008%
5/9/2025 Thoroughbred Financial Services LLC110,270$10.09M0.6%+19.1%0.212%
5/9/2025 NBZ Investment Advisors LLC96,952$8.87M5.1%+26.9%0.187%
5/9/2025 Commonwealth Equity Services LLC1,273,426$116.56M0.2%+6.6%2.451%
5/8/2025 IFG Advisory LLC12,582$1.15M0.1%+25.1%0.024%
5/8/2025 MONECO Advisors LLC6,418$587K0.1%+2.0%0.012%
5/8/2025 US Bancorp DE30,294$2.77M0.0%-30.2%0.058%
5/8/2025 Harbour Investments Inc.52,785$4.83M0.1%+8.6%0.102%
5/8/2025 MGO One Seven LLC83,388$7.63M0.3%-14.8%0.160%
5/8/2025 360 Financial Inc.3,201$293K0.1%-6.6%0.006%
5/8/2025 Arkadios Wealth Advisors7,802$714K0.0%+3.3%0.015%
5/8/2025 Eastern Bank55,306$5.06M0.1%-89.3%0.106%
5/7/2025 Foundations Investment Advisors LLC175,884$16.10M0.3%+5,519.3%0.338%
5/7/2025 Brio Consultants LLC36,068$3.30M1.2%N/A0.069%
5/7/2025 Galvin Gaustad & Stein LLC2,500$229K0.0%-16.7%0.005%
5/7/2025 LPL Financial LLC5,192,398$475.26M0.2%-2.8%9.993%
5/7/2025 Bedel Financial Consulting Inc.2,535$238K0.0%N/A0.005%
5/7/2025 HB Wealth Management LLC7,596$695K0.0%N/A0.015%
5/7/2025 First Heartland Consultants Inc.21,151$1.94M0.2%-7.7%0.041%
5/7/2025 Trilogy Capital Inc.338,633$31.00M1.6%-34.5%0.652%
5/6/2025 Assetmark Inc.1,316$120K0.0%-14.9%0.003%
5/6/2025 USAdvisors Wealth Management LLC65,724$6.02M2.1%+0.2%0.126%
5/6/2025 Cetera Investment Advisers731,980$67.00M0.1%+23.2%1.409%
5/6/2025 Avantax Advisory Services Inc.295,613$27.06M0.2%-3.7%0.569%
5/6/2025 Principle Wealth Partners LLC72,159$6.61M0.5%-2.8%0.139%
5/6/2025 Kovack Advisors Inc.56,043$5.13M0.5%-0.2%0.108%
5/6/2025 Forge Financial Services LLC48,208$4.41M3.9%+4.5%0.093%
5/6/2025 Elm3 Financial Group LLC8,536$781K0.7%+2.1%0.016%
5/6/2025 AE Wealth Management LLC4,972$455K0.0%-12.6%0.010%
5/6/2025 Goepper Burkhardt LLC5,579$511K0.2%N/A0.011%
5/6/2025 Landmark Wealth Management Inc.9,135$836K0.4%-90.1%0.018%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/6/2025 Venturi Wealth Management LLC22,108$2.02M0.1%-11.6%0.043%
5/6/2025 Financial Partners Group Inc52,355$4.79M0.7%-77.4%0.101%
5/6/2025 PFG Advisors43,087$3.94M0.2%+2.2%0.083%
5/5/2025 Crestwood Advisors Group LLC297,511$27.23M0.5%N/A0.573%
5/5/2025 Dahring Cusmano LLC80,160$7.34M6.3%+6.9%0.154%
5/5/2025 Kestra Private Wealth Services LLC231,298$21.17M0.4%+9.6%0.445%
5/5/2025 PCG Wealth Advisors LLC42,392$3.88M1.4%-16.7%0.082%
5/5/2025 Csenge Advisory Group7,057$624K0.0%-56.3%0.014%
5/5/2025 Private Advisor Group LLC256,527$23.48M0.1%-6.1%0.494%
5/2/2025 Kingsview Wealth Management LLC14,133$1.29M0.0%+23.8%0.027%
(Data available from 1/1/2016 forward)

XMHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMHQ shares?

During the previous two years, 431 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($475.26M), Stifel Financial Corp ($177.08M), Northwestern Mutual Wealth Management Co. ($168.42M), Ameriprise Financial Inc. ($125.05M), Commonwealth Equity Services LLC ($116.56M), Benjamin Edwards Inc. ($111.02M), and Thrivent Financial for Lutherans ($107.59M).Learn more on XMHQ's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Quality ETF stock?

Of the 411 institutional investors that purchased Invesco S&P MidCap Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.50M), Benjamin Edwards Inc. ($1.19M), Commonwealth Equity Services LLC ($1.19M), Annex Advisory Services LLC ($1.11M), Thrivent Financial for Lutherans ($1.04M), Raymond James Financial Inc. ($1.04M), and Confluence Investment Management LLC ($885.88K).

How much institutional buying is happening at Invesco S&P MidCap Quality ETF?

Institutional investors have bought a total of 31,318,411 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

Which Invesco S&P MidCap Quality ETF major shareholders have been selling company stock?

Of the 184 institutional investors that sold Invesco S&P MidCap Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($933.29K), Smith Anglin Financial LLC ($774.71K), Ameriprise Financial Inc. ($527.22K), Eastern Bank ($461.58K), Bogart Wealth LLC ($397.10K), HighTower Advisors LLC ($330.20K), and Edmond DE Rothschild Holding S.A. ($281.35K).

How much institutional selling is happening at Invesco S&P MidCap Quality ETF?

Institutional investors have sold a total of 8,051,852 shares in the last 24 months. This volume of shares sold represents approximately $754.60M in transactions.



This page (NYSEARCA:XMHQ) was last updated on 5/21/2025 by MarketBeat.com Staff
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