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

Invesco S&P MidCap Quality ETF logo
$104.41 -0.61 (-0.58%)
As of 10:12 AM 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)
336
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$1.08B
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XMHQ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2025Straightline Group LLC322,600$31.74M19.8%-10.9%0.667%
8/27/2025 Orion Porfolio Solutions LLC101,553$9.98M0.1%+0.6%0.210%
8/26/2025 Thrivent Financial for Lutherans604,422$59.38M0.1%+57.5%1.250%
8/19/2025 Newbridge Financial Services Group Inc.4,950$486K0.1%-18.9%0.010%
8/19/2025 Advisory Services Network LLC39,785$4.02M0.1%-34.0%0.082%
8/19/2025 Asset Dedication LLC414$41K0.0%N/A0.001%
8/18/2025 Geneos Wealth Management Inc.2,955$290K0.0%+72.4%0.006%
8/18/2025 Pacific Center for Financial Services10,356$1.02M0.3%-22.1%0.021%
8/15/2025 Nikulski Financial Inc.2,812$276K0.1%N/A0.006%
8/15/2025 Tower Research Capital LLC TRC 3,933$386K0.0%-21.2%0.008%
8/15/2025 SkyView Investment Advisors LLC20,904$2.06M0.3%+5.7%0.043%
8/15/2025 Equitable Holdings Inc.156,553$15.38M0.1%-16.1%0.324%
8/15/2025 Prevail Innovative Wealth Advisors LLC63,192$6.21M1.4%-33.2%0.131%
8/15/2025 Visionary Wealth Advisors29,988$2.95M0.2%-49.7%0.062%
8/15/2025 Two Sigma Securities LLC3,267$321K0.0%+39.1%0.007%
8/15/2025 Redwood Financial Network Corp6,935$681K0.5%-5.6%0.014%
8/15/2025 Orion Porfolio Solutions LLC101,553$9.98M0.1%+0.6%0.210%
8/15/2025 MML Investors Services LLC348,370$34.22M0.1%-47.5%0.720%
8/15/2025 Modern Wealth Management LLC88,209$8.67M0.2%+3.1%0.182%
8/15/2025 IHT Wealth Management LLC69,375$6.82M0.2%+3.0%0.143%
8/15/2025 Great Valley Advisor Group Inc.33,540$3.30M0.1%-15.5%0.069%
8/15/2025 Benjamin Edwards Inc.7,414$728K0.0%-99.4%0.015%
8/15/2025 Bank of America Corp DE565,508$55.56M0.0%-10.5%1.169%
8/15/2025 Ameriprise Financial Inc.1,450,044$142.45M0.0%+6.1%2.998%
8/14/2025 Jane Street Group LLC38,512$3.78M0.0%+96.6%0.080%
8/14/2025 Raymond James Financial Inc.1,012,868$99.50M0.0%-2.3%2.094%
8/14/2025 Betterment LLC2,755$271K0.0%+16.2%0.006%
8/14/2025 LWM Advisory Services LLC13,721$1.35M0.9%-1.8%0.028%
8/14/2025 NewEdge Advisors LLC291,706$28.66M0.1%+6.6%0.603%
8/14/2025 Qube Research & Technologies Ltd447$44K0.0%N/A0.001%
8/14/2025 Gerber Kawasaki Wealth & Investment Management125,776$12.36M0.5%-14.8%0.260%
8/14/2025 Cary Street Partners Financial LLC4,439$436K0.0%+7.7%0.009%
8/13/2025 Victory Financial Group LLC38,396$3.77M0.6%-26.0%0.079%
8/13/2025 Flow Traders U.S. LLC16,782$1.65M0.1%+138.6%0.035%
8/13/2025 SageView Advisory Group LLC6,149$638K0.0%-12.1%0.013%
8/13/2025 Cresset Asset Management LLC2,046$201K0.0%N/A0.004%
8/13/2025 Milestone Investment Advisors LLC33,327$3.27M0.9%-29.5%0.069%
8/13/2025 GeoWealth Management LLC22,485$2.21M0.1%-3.4%0.046%
8/13/2025 JBR Co Financial Management Inc6,542$643K0.3%+30.4%0.014%
8/13/2025 CW Advisors LLC6,150$604K0.0%-18.7%0.013%
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8/13/2025 Twin Peaks Wealth Advisors LLC5,315$545K0.2%-7.6%0.011%
8/13/2025 WCG Wealth Advisors LLC108,182$10.63M0.7%+9.1%0.224%
8/13/2025 Fisher Asset Management LLC8,003$786K0.0%N/A0.017%
8/13/2025 Smith Moore & CO.107,028$10.51M0.9%+3.0%0.221%
8/13/2025 VestGen Advisors LLC16,801$1.65M0.1%-25.4%0.035%
8/13/2025 Financial Freedom LLC10,769$1.06M0.6%-45.6%0.022%
8/13/2025 Trustmark Bank Trust Department6,912$679K0.0%+31.4%0.014%
8/13/2025 Denver Wealth Management Inc.11,557$1.14M0.5%+63.7%0.024%
8/13/2025 Level Four Advisory Services LLC72,892$7.16M0.3%-16.8%0.151%
8/13/2025 Northwestern Mutual Wealth Management Co.1,528,441$150.15M0.1%-16.9%3.161%
8/12/2025 J.W. Cole Advisors Inc.22,658$2.23M0.0%+274.6%0.047%
8/12/2025 Spectrum Wealth Advisory Group LLC206,591$20.30M9.4%+106.1%0.427%
8/12/2025 Steward Partners Investment Advisory LLC28,433$2.79M0.0%-6.8%0.059%
8/12/2025 CreativeOne Wealth LLC28,518$2.80M0.1%+11.5%0.059%
8/12/2025 Global Retirement Partners LLC9,195$903K0.0%N/A0.019%
8/12/2025 Forum Private Client Group LLC8,386$824K0.3%N/A0.017%
8/12/2025 MAI Capital Management35,693$3.51M0.0%-0.5%0.074%
8/12/2025 JPMorgan Chase & Co.534$53K0.0%-75.1%0.001%
8/12/2025 NFP Retirement Inc.129,331$12.71M0.8%+3.4%0.267%
8/11/2025 Perennial Investment Advisors LLC52,676$5.18M0.5%-3.4%0.109%
8/11/2025 Thrivent Financial for Lutherans604,422$59.38M0.7%+57.5%1.250%
8/11/2025 Western Wealth Management LLC4,003$393K0.0%+14.9%0.008%
8/8/2025 Financial Gravity Companies Inc.780$77K0.0%N/A0.002%
8/8/2025 Firestone Capital Management21,255$2.09M0.5%N/A0.044%
8/8/2025 Rockefeller Capital Management L.P.17,931$1.76M0.0%-5.0%0.037%
8/8/2025 Kingsview Wealth Management LLC14,690$1.44M0.0%+3.9%0.030%
8/8/2025 Horizon Family Wealth Inc.23,207$2.28M1.4%+3.6%0.048%
8/8/2025 Avantax Advisory Services Inc.316,369$31.08M0.2%+7.0%0.654%
8/8/2025 Thoroughbred Financial Services LLC96,688$9.50M0.7%-12.3%0.200%
8/8/2025 Cetera Investment Advisers766,696$75.32M0.1%+4.7%1.585%
8/8/2025 Creative Planning19,517$1.92M0.0%+8.8%0.040%
8/8/2025 Compass Financial Services Inc3,811$374K0.2%-25.2%0.008%
8/8/2025 Meridian Wealth Management LLC58,002$5.70M0.2%+7.8%0.120%
8/8/2025 Foundations Investment Advisors LLC168,802$16.58M0.3%-4.0%0.349%
8/8/2025 Good Life Advisors LLC181,662$17.85M1.1%+7.0%0.376%
8/8/2025 Symphony Financial Services Inc.6,634$652K0.4%+1.8%0.014%
8/8/2025 United Asset Strategies Inc.28,881$2.84M0.2%+2.8%0.060%
8/7/2025 CENTRAL TRUST Co57,250$5.62M0.1%-1.0%0.118%
8/7/2025 Aspen Wealth Strategies LLC57,629$5.66M3.4%+1.9%0.119%
8/7/2025 PFG Advisors45,961$4.52M0.1%+6.7%0.095%
8/7/2025 WESCAP Management Group Inc.86,952$8.54M1.9%+508.5%0.180%
8/6/2025 AE Wealth Management LLC3,421$336K0.0%-31.2%0.007%
8/6/2025 OneAscent Wealth Management LLC3,794$373K0.1%-20.4%0.008%
8/6/2025 Mascagni Wealth Management Inc.55,351$5.44M4.6%+8.9%0.114%
8/6/2025 Golden State Wealth Management LLC8,175$803K0.1%+19.6%0.017%
8/6/2025 Commonwealth Equity Services LLC1,021,295$100.33M0.1%-19.8%2.112%
8/6/2025 Fairway Financial LLC6,392$628K0.5%+5.9%0.013%
8/6/2025 Centerpoint Advisory Group33,026$3.24M2.8%-2.7%0.068%
8/6/2025 Atlantic Union Bankshares Corp199,538$19.60M0.4%N/A0.413%
8/6/2025 New Millennium Group LLC42,392$4.17M2.3%+1.2%0.088%
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8/6/2025 360 Financial Inc.2,746$270K0.1%-14.2%0.006%
8/5/2025 GPS Wealth Strategies Group LLC19,895$1.95M0.2%+4.8%0.041%
8/5/2025 Crestwood Advisors Group LLC268,159$26.34M0.5%-9.9%0.555%
8/5/2025 Hunter Associates Investment Management LLC139,184$13.67M2.0%+17.9%0.288%
8/5/2025 Snider Financial Group51,284$5.04M1.5%+3.5%0.106%
8/5/2025 Sigma 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%
(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, 452 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. ($150.15M), Ameriprise Financial Inc. ($142.45M), Commonwealth Equity Services LLC ($100.33M), Raymond James Financial Inc. ($99.50M), and Benjamin F. Edwards & Company Inc. ($95.01M).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 426 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), Annex Advisory Services LLC ($1.11M), Commonwealth Equity Services LLC ($1.10M), Thrivent Financial for Lutherans ($1.09M), 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 14,612,916 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

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

Of the 215 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: Benjamin Edwards Inc. ($1.21M), Annex Advisory Services LLC ($1.10M), Smith Anglin Financial LLC ($777.64K), Ameriprise Financial Inc. ($527.22K), Syntegra Private Wealth Group LLC ($505.17K), Northwestern Mutual Wealth Management Co. ($485.73K), and Eastern Bank ($479.64K).

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

Institutional investors have sold a total of 11,354,678 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 8/29/2025 by MarketBeat.com Staff
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