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

Invesco S&P MidCap Quality ETF logo
$100.94 +0.94 (+0.94%)
As of 05:00 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)
349
Total
Institutional Inflows
(last 12 months)
$1.68B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$737.88M
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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
7/3/2025TrueWealth Advisors LLC62,395$6.13M1.8%+1.7%0.121%
7/1/2025 Harbor Investment Advisory LLC13,842$1.36M0.1%+5.5%0.027%
6/27/2025Goldman Sachs Group Inc.4,561$417K0.0%-73.2%0.009%
6/10/2025Compass Financial Services Inc5,094$466K0.2%-4.0%0.010%
6/2/2025Modern Wealth Management LLC85,576$7.83M0.3%+25.3%0.168%
5/28/2025Jones Financial Companies Lllp531,383$48.63M0.0%+37.4%1.039%
5/28/2025Vista Cima Wealth Management LLC41,587$3.81M2.8%+6.6%0.081%
5/21/2025Reliant Investment Partners LLC8,462$775K0.8%-1.6%0.017%
5/21/2025Geneos Wealth Management Inc.1,714$157K0.0%+10.2%0.003%
5/20/2025Focus Partners Wealth428,064$39.18M0.1%-0.9%0.837%
5/19/2025Jane Street Group LLC19,592$1.79M0.0%N/A0.038%
5/16/2025Arete Wealth Advisors LLC4,939$452K0.0%-45.6%0.010%
5/16/2025Signature Estate & Investment Advisors LLC39,027$3.57M0.1%+2.9%0.076%
5/16/2025Goldman Sachs Group Inc.4,561$417K0.0%-73.2%0.009%
5/16/2025Jones Financial Companies Lllp183,892$16.83M0.0%-52.4%0.360%
5/16/2025Redwood Financial Network Corp7,344$672K0.5%-2.3%0.014%
5/16/2025Pacific Center for Financial Services13,292$1.22M0.3%-94.2%0.026%
5/16/2025NewEdge Advisors LLC273,681$25.05M0.1%+100.0%0.535%
5/16/2025Integrated Wealth Concepts LLC3,785$346K0.0%-77.3%0.007%
5/16/2025Investmark Advisory Group LLC4,275$391K0.2%-21.9%0.008%
5/16/2025Edmond DE Rothschild Holding S.A.603,301$55.22M1.0%-31.8%1.180%
5/16/2025Belmont Capital LLC5,188$475K0.1%N/A0.010%
5/15/2025Federation des caisses Desjardins du Quebec88,362$8.09M0.0%+12.0%0.173%
5/15/2025Focus Partners Advisor Solutions LLC3,278$300K0.0%+27.1%0.006%
5/15/2025Royal Bank of Canada282,913$25.90M0.0%+0.7%0.553%
5/15/2025Betterment LLC2,370$217K0.0%N/A0.005%
5/15/2025MAI Capital Management35,883$3.28M0.0%+38.3%0.070%
5/15/2025Spectrum Wealth Advisory Group LLC100,259$9.18M4.4%-18.9%0.196%
5/15/2025WPG Advisers LLC13,553$1.24M1.2%N/A0.027%
5/15/2025TD Capital Management LLC16,444$1.51M0.2%-13.9%0.032%
5/15/2025Trexquant Investment LP4,713$431K0.0%+44.0%0.009%
5/15/2025Gerber Kawasaki Wealth & Investment Management147,696$13.52M0.6%+3.0%0.289%
5/14/2025CreativeOne Wealth LLC25,568$2.34M0.1%+7.4%0.050%
5/14/2025WCG Wealth Advisors LLC99,150$9.08M0.7%+4.5%0.194%
5/14/2025Comerica Bank19,731$1.81M0.0%-2.5%0.039%
5/14/2025Northwestern Mutual Wealth Management Co.1,840,029$168.42M0.1%-8.6%3.598%
5/14/2025Sax Wealth Advisors LLC116,468$10.66M0.8%+18.1%0.228%
5/14/2025Kestra Advisory Services LLC172,406$15.78M0.1%-9.4%0.337%
5/14/2025Compound Planning Inc.3,366$308K0.0%+9.2%0.007%
5/14/2025Ameriprise Financial Inc.1,366,191$125.05M0.0%-27.8%2.671%
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5/14/2025Integras Partners LLC64,756$5.93M5.3%-1.1%0.127%
5/14/2025CW Advisors LLC7,562$695K0.0%N/A0.015%
5/14/2025United Asset Strategies Inc.28,105$2.57M0.2%+8.7%0.055%
5/14/2025Flow Traders U.S. LLC7,034$644K0.0%N/A0.014%
5/14/2025Capital Analysts LLC482$44K0.0%+51.6%0.001%
5/14/2025Level Four Advisory Services LLC87,600$8.02M0.3%-1.1%0.171%
5/14/2025Legacy Financial Advisors Inc.7,449$682K0.1%-1.5%0.015%
5/14/2025Hsbc Holdings PLC2,619$240K0.0%N/A0.005%
5/14/2025Andina Capital Management LLC6,686$612K0.4%-22.3%0.013%
5/13/2025Aptus Capital Advisors LLC23,236$2.13M0.0%-3.3%0.045%
5/13/2025Raymond James Financial Inc.1,037,099$94.93M0.0%+10.2%2.028%
5/13/2025LWM Advisory Services LLC13,970$1.28M0.9%-33.5%0.027%
5/13/2025Trivium Point Advisory LLC70,930$6.49M0.8%+58.3%0.139%
5/13/2025NFP Retirement Inc.125,085$11.45M0.9%+6.6%0.245%
5/13/2025WESCAP Management Group Inc.14,289$1.31M0.3%N/A0.028%
5/13/2025Anfield Capital Management LLC67,330$6.16M2.3%N/A0.132%
5/13/2025HighTower Advisors LLC460,261$42.13M0.1%-41.8%0.900%
5/12/2025Capital Planning Advisors LLC365,770$33.48M5.2%+5.6%0.715%
5/12/2025Cypress Capital Group90,408$8.28M1.1%+46.6%0.177%
5/12/2025Meridian Wealth Management LLC53,795$4.92M0.2%+0.2%0.105%
5/12/2025Independent Advisor Alliance17,751$1.63M0.1%-92.5%0.035%
5/12/2025Aveo Capital Partners LLC102,590$9.67M1.6%+10.3%0.201%
5/12/2025Biltmore Family Office LLC13,551$1.24M0.2%-1.8%0.026%
5/12/2025Berger Financial Group Inc7,857$719K0.0%-2.5%0.015%
5/12/2025Benjamin Edwards Inc.1,212,974$111.02M1.6%+2.4%2.372%
5/9/2025Atria Wealth Solutions Inc.151,585$13.88M0.2%-4.6%0.292%
5/9/2025Syntegra Private Wealth Group LLC640,298$58.61M6.9%-9.9%1.232%
5/9/2025Horizon Family Wealth Inc.22,397$2.05M1.4%-0.9%0.043%
5/9/2025Cary Street Partners Financial LLC4,120$377K0.0%+3.1%0.008%
5/9/2025Thoroughbred Financial Services LLC110,270$10.09M0.6%+19.1%0.212%
5/9/2025NBZ Investment Advisors LLC96,952$8.87M5.1%+26.9%0.187%
5/9/2025Commonwealth Equity Services LLC1,273,426$116.56M0.2%+6.6%2.451%
5/8/2025IFG Advisory LLC12,582$1.15M0.1%+25.1%0.024%
5/8/2025MONECO Advisors LLC6,418$587K0.1%+2.0%0.012%
5/8/2025US Bancorp DE30,294$2.77M0.0%-30.2%0.058%
5/8/2025Harbour Investments Inc.52,785$4.83M0.1%+8.6%0.102%
5/8/2025MGO One Seven LLC83,388$7.63M0.3%-14.8%0.160%
5/8/2025360 Financial Inc.3,201$293K0.1%-6.6%0.006%
5/8/2025Arkadios Wealth Advisors7,802$714K0.0%+3.3%0.015%
5/8/2025Eastern Bank55,306$5.06M0.1%-89.3%0.106%
5/7/2025Foundations Investment Advisors LLC175,884$16.10M0.3%+5,519.3%0.338%
5/7/2025Brio Consultants LLC36,068$3.30M1.2%N/A0.069%
5/7/2025Galvin Gaustad & Stein LLC2,500$229K0.0%-16.7%0.005%
5/7/2025LPL Financial LLC5,192,398$475.26M0.2%-2.8%9.993%
5/7/2025Bedel Financial Consulting Inc.2,535$238K0.0%N/A0.005%
5/7/2025HB Wealth Management LLC7,596$695K0.0%N/A0.015%
5/7/2025First Heartland Consultants Inc.21,151$1.94M0.2%-7.7%0.041%
5/7/2025Trilogy Capital Inc.338,633$31.00M1.6%-34.5%0.652%
5/6/2025Assetmark Inc.1,316$120K0.0%-14.9%0.003%
5/6/2025USAdvisors Wealth Management LLC65,724$6.02M2.1%+0.2%0.126%
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5/6/2025Cetera Investment Advisers731,980$67.00M0.1%+23.2%1.409%
5/6/2025Avantax Advisory Services Inc.295,613$27.06M0.2%-3.7%0.569%
5/6/2025Principle Wealth Partners LLC72,159$6.61M0.5%-2.8%0.139%
5/6/2025Kovack Advisors Inc.56,043$5.13M0.5%-0.2%0.108%
5/6/2025Forge Financial Services LLC48,208$4.41M3.9%+4.5%0.093%
5/6/2025Elm3 Financial Group LLC8,536$781K0.7%+2.1%0.016%
5/6/2025AE Wealth Management LLC4,972$455K0.0%-12.6%0.010%
5/6/2025Goepper Burkhardt LLC5,579$511K0.2%N/A0.011%
5/6/2025Landmark Wealth Management Inc.9,135$836K0.4%-90.1%0.018%
5/6/2025Venturi Wealth Management LLC22,108$2.02M0.1%-11.6%0.043%
(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, 432 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 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 410 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 ($2.50M), 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 17,128,350 shares in the last 24 months. This purchase volume represents approximately $1.68B in transactions.

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

Of the 165 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: 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 7,872,122 shares in the last 24 months. This volume of shares sold represents approximately $737.88M in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 7/3/2025 by MarketBeat.com Staff
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