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

Invesco S&P MidCap Quality ETF logo
$100.69 -0.36 (-0.36%)
As of 01:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
198
Total
Institutional Outflows
(last 12 months)
$969.84M
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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
8/6/2025Mascagni Wealth Management Inc.55,351$5.44M4.6%+8.9%0.114%
8/6/2025Golden State Wealth Management LLC8,175$803K0.1%+19.6%0.017%
8/6/2025Commonwealth Equity Services LLC1,021,295$100.33M0.1%-19.8%2.112%
8/6/2025Fairway Financial LLC6,392$628K0.5%+5.9%0.013%
8/6/2025Centerpoint Advisory Group33,026$3.24M2.8%-2.7%0.068%
8/6/2025Atlantic Union Bankshares Corp199,538$19.60M0.4%N/A0.413%
8/6/2025New Millennium Group LLC42,392$4.17M2.3%+1.2%0.088%
8/6/2025360 Financial Inc.2,746$270K0.1%-14.2%0.006%
8/5/2025GPS Wealth Strategies Group LLC19,895$1.95M0.2%+4.8%0.041%
8/5/2025Crestwood Advisors Group LLC268,159$26.34M0.5%-9.9%0.555%
8/5/2025Hunter Associates Investment Management LLC139,184$13.67M2.0%+17.9%0.288%
8/5/2025Snider Financial Group51,284$5.04M1.5%+3.5%0.106%
8/5/2025Sigma Planning Corp42,214$4.15M0.1%-21.4%0.087%
8/4/2025 NBZ Investment Advisors LLC100,125$9.84M5.6%+3.3%0.207%
8/4/2025 Creative Financial Designs Inc. ADV18,222$1.79M0.1%+7.1%0.038%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,571$253K0.0%-7.4%0.005%
8/4/2025 Kovack Advisors Inc.39,714$3.90M0.4%-29.1%0.082%
8/4/2025 IFG Advisory LLC12,204$1.20M0.1%-3.0%0.025%
8/4/2025 Atria Investments Inc3,962$389K0.0%-73.8%0.008%
8/4/2025 World Investment Advisors53,894$5.30M0.1%+0.3%0.111%
8/4/2025 Northwest Financial Advisors2,685$264K0.4%-38.1%0.006%
8/1/2025 Biltmore Family Office LLC14,467$1.42M0.2%+6.8%0.029%
8/1/2025 GGM Financials LLC8,018$788K0.2%-54.6%0.016%
8/1/2025 Reliant Investment Partners LLC7,522$739K0.6%-11.1%0.015%
8/1/2025 GWN Securities Inc.11,948$1.17M0.2%-80.7%0.024%
8/1/2025 Y Intercept Hong Kong Ltd4,564$448K0.0%N/A0.009%
8/1/2025 Penobscot Wealth Management34,741$3.41M1.2%+2.9%0.069%
8/1/2025 Ashton Thomas Private Wealth LLC2,908$286K0.0%N/A0.006%
8/1/2025 Envestnet Asset Management Inc.493,472$48.48M0.0%-14.7%0.981%
7/31/2025 Mason & Associates Inc58,338$5.73M1.3%+1.8%0.116%
7/31/2025 Focus Partners Advisor Solutions LLC2,098$206K0.0%-36.0%0.004%
7/31/2025 Glass Jacobson Investment Advisors llc16,144$1.59M0.6%+7.2%0.032%
7/31/2025 WFA Asset Management Corp141,758$13.76M7.9%+426.3%0.282%
7/30/2025 KPP Advisory Services LLC187,923$18.46M3.0%-2.2%0.374%
7/30/2025 Roman Butler Fullerton & Co.14,117$1.47M0.4%-7.5%0.028%
7/30/2025 Bleakley Financial Group LLC115,642$11.36M0.3%+55.3%0.230%
7/30/2025 Principle Wealth Partners LLC67,824$6.66M0.4%-6.0%0.135%
7/30/2025 Onyx Bridge Wealth Group LLC101,182$9.94M1.3%+124.9%0.201%
7/30/2025 Family Capital Management Inc.30,181$2.97M1.6%+9.7%0.060%
7/30/2025 Brookstone Capital Management4,493$441K0.0%+22.0%0.009%
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7/30/2025 Cullen Frost Bankers Inc.4,616$453K0.0%+90.8%0.009%
7/30/2025 Pacific Sun Financial Corp10,430$1.03M0.5%+1.6%0.021%
7/30/2025 Syntegra Private Wealth Group LLC205,463$20.19M2.1%-67.9%0.408%
7/30/2025 Liberty One Investment Management LLC57,150$5.61M0.6%+0.5%0.114%
7/30/2025 Atlantic Edge Private Wealth Management LLC30,091$2.96M0.8%-33.6%0.060%
7/30/2025 Journey Advisory Group LLC43,385$4.26M0.3%-1.7%0.086%
7/30/2025 Bogart Wealth LLC1,550$152K0.0%-51.3%0.003%
7/29/2025 Alaska Wealth Advisors6,234$612K0.1%-15.9%0.012%
7/29/2025 Altus Wealth Group LLC89,896$8.83M3.9%+0.7%0.179%
7/29/2025 Liberty Square Wealth Partners LLC44,819$4.40M1.5%+33.4%0.089%
7/29/2025 Signature Estate & Investment Advisors LLC39,169$3.85M0.1%+0.4%0.078%
7/29/2025 Stratos Wealth Partners LTD.156,702$15.39M0.2%+28.8%0.312%
7/29/2025 Private Trust Co. NA2,814$276K0.0%-50.2%0.006%
7/29/2025 Harbor Asset Planning Inc.25,963$2.55M2.4%N/A0.052%
7/28/2025 Sagace Wealth Management LLC35,379$3.48M2.6%-9.5%0.070%
7/28/2025 Mutual Advisors LLC4,612$481K0.0%+37.2%0.009%
7/28/2025 DORVAL Corp13,514$1.33M0.5%+43.9%0.027%
7/28/2025 Harbour Investments Inc.61,949$6.09M0.2%+17.4%0.123%
7/28/2025 Brown Financial Advisory4,229$415K0.2%+23.5%0.008%
7/28/2025 Axxcess Wealth Management LLC3,890$382K0.0%-12.9%0.008%
7/25/2025 Priebe Wealth Holdings LLC21,661$2.13M1.8%+4.0%0.043%
7/25/2025 Atria Wealth Solutions Inc.82,783$8.15M0.2%-45.4%0.165%
7/25/2025 Envestnet Portfolio Solutions Inc.14,110$1.39M0.0%-55.4%0.028%
7/25/2025 Concord Asset Management LLC VA80,358$7.89M1.2%+1.8%0.160%
7/25/2025 Sequoia Financial Advisors LLC3,498$344K0.0%-4.4%0.007%
7/25/2025 Total Clarity Wealth Management Inc.2,198$216K0.1%-49.0%0.004%
7/25/2025 MGO One Seven LLC74,297$7.30M0.2%-10.9%0.148%
7/25/2025 Stephens Consulting LLC11,714$1.15M0.3%-69.5%0.023%
7/25/2025 CWM LLC12,678$1.25M0.0%+18.6%0.025%
7/25/2025 Wealth Advisory Team LLC33,613$3.30M3.1%N/A0.067%
7/25/2025 Johnson Investment Counsel Inc.3,678$361K0.0%+4.5%0.007%
7/24/2025 Trust Co. of Toledo NA OH160,283$15.75M1.7%N/A0.319%
7/24/2025 Eastern Bank37,249$3.66M0.1%-32.6%0.074%
7/24/2025 IFP Advisors Inc1,278$125K0.0%-7.3%0.003%
7/24/2025 Live Oak Investment Partners43,184$4.24M3.3%-2.1%0.086%
7/23/2025 Opulen Financial Group LLC10,154$998K0.8%-2.6%0.020%
7/23/2025 Sax Wealth Advisors LLC149,524$14.69M0.9%+28.4%0.297%
7/23/2025 Venturi Wealth Management LLC23,863$2.34M0.1%+7.9%0.047%
7/23/2025 Kingswood Wealth Advisors LLC27,805$2.73M0.2%-11.8%0.055%
7/23/2025 Elm3 Financial Group LLC4,892$481K0.4%-42.7%0.010%
7/23/2025 Prime Capital Investment Advisors LLC4,211$414K0.0%+7.6%0.008%
7/22/2025 HRC Wealth Management LLC3,849$378K0.2%-11.4%0.008%
7/22/2025 Valley National Advisers Inc.451$44K0.0%-48.0%0.001%
7/22/2025 Duncan Williams Asset Management LLC23,150$2.27M0.3%-9.4%0.046%
7/22/2025 Global Assets Advisory LLC2,451$243K0.1%-73.0%0.005%
7/22/2025 Merit Financial Group LLC91,960$9.03M0.1%-3.0%0.183%
7/22/2025 Brown Miller Wealth Management LLC15,853$1.56M0.5%+5.9%0.032%
7/22/2025 Wealthcare Advisory Partners LLC66,528$6.54M0.1%+20.9%0.132%
7/22/2025 Berger Financial Group Inc7,574$744K0.0%-3.6%0.015%
7/22/2025 USAdvisors Wealth Management LLC65,497$6.44M2.4%-0.3%0.130%
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7/21/2025 Precedent Wealth Partners LLC78,742$7.74M1.9%+7.7%0.157%
7/21/2025 Ameritas Advisory Services LLC37,594$3.69M0.2%-15.8%0.075%
7/21/2025 DHJJ Financial Advisors Ltd.67,580$6.64M2.4%+6.6%0.134%
7/18/2025 Consolidated Planning Corp39,168$3.85M0.5%-3.4%0.078%
7/18/2025 Madrona Financial Services LLC116,068$11.40M2.7%+3.4%0.231%
7/18/2025 Trilogy Capital Inc.328,016$32.22M1.6%-3.1%0.652%
7/18/2025 Lynx Investment Advisory2,173$213K0.1%N/A0.004%
7/18/2025 Truist Financial Corp10,689$1.05M0.0%-37.6%0.021%
7/17/2025 Trivium Point Advisory LLC73,938$7.26M0.8%+4.2%0.147%
7/17/2025 Janney Montgomery Scott LLC107,376$10.55M0.0%-0.2%0.213%
(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, 436 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), Benjamin Edwards Inc. ($111.02M), Thrivent Financial for Lutherans ($107.59M), and Commonwealth Equity Services LLC ($100.33M).Learn more on Invesco S&P MidCap Quality ETF's institutional investors.

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

Of the 414 institutional investors that purchased Invesco S&P MidCap Quality ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($2.32M), 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 Stifel Financial Corp ($797.85K).

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

Institutional investors have bought a total of 15,240,934 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

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

Of the 198 institutional investors that sold Invesco S&P MidCap Quality ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($1.10M), Envestnet Asset Management Inc. ($1.02M), Smith Anglin Financial LLC ($777.64K), Ameriprise Financial Inc. ($527.22K), Syntegra Private Wealth Group LLC ($505.17K), Eastern Bank ($479.64K), and Bogart Wealth LLC ($398.73K).

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

Institutional investors have sold a total of 10,230,177 shares in the last 24 months. This volume of shares sold represents approximately $969.84M in transactions.



This page (NYSEARCA:XMHQ) was last updated on 8/6/2025 by MarketBeat.com Staff
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