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

Invesco S&P MidCap Quality ETF logo
$98.58 +0.05 (+0.05%)
As of 10:10 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)
346
Total
Institutional Inflows
(last 12 months)
$1.56B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$858.63M
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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
7/16/2025Perigon Wealth Management LLC3,603$354K0.0%-29.1%0.007%
7/16/2025Ayalon Insurance Comp Ltd.10,080$990K0.3%+170.2%0.020%
7/15/2025Capstone Capital LLC2,130$209K0.2%N/A0.004%
7/15/2025Traction Financial Partners LLC96,985$9.53M6.5%-2.6%0.193%
7/15/2025CHB Investment Group LLC22,983$2.26M1.2%-0.7%0.046%
7/15/2025Axis Wealth Partners LLC3,580$352K0.2%+15.3%0.007%
7/15/2025Family Investment Center Inc.139,452$13.70M3.1%+3.0%0.277%
7/15/2025Financial Partners Group Inc35,953$3.53M0.5%-31.3%0.071%
7/15/2025Bfsg LLC31,232$3.07M0.3%+3.9%0.062%
7/14/2025 MFA Wealth Advisors LLC29,098$2.86M0.7%-58.5%0.058%
7/14/2025 AdvisorNet Financial Inc1,981$195K0.0%-12.4%0.004%
7/14/2025 Masso Torrence Wealth Management Inc.134,117$13.18M6.1%+3.8%0.267%
7/14/2025 Lighthouse Wealth Management Inc.70,715$6.95M6.0%-6.9%0.141%
7/14/2025 Narus Financial Partners LLC2,652$261K0.1%-5.3%0.005%
7/14/2025 Enzi Wealth106,234$10.57M3.9%+0.6%0.211%
7/14/2025 Southland Equity Partners LLC5,338$524K0.1%+15.3%0.011%
7/14/2025 Park Avenue Securities LLC11,598$1.14M0.0%+77.2%0.023%
7/14/2025 Cathy Pareto & Associates Inc.5,189$510K0.4%-15.7%0.010%
7/14/2025 Sowell Financial Services LLC112,386$11.04M0.4%-3.6%0.223%
7/11/2025 Westfuller Advisors LLC11,444$1.12M0.6%-22.9%0.023%
7/11/2025 Annex Advisory Services LLC6,827$671K0.0%-99.4%0.014%
7/11/2025 Compass Ion Advisors LLC2,063$203K0.0%N/A0.004%
7/11/2025 Farther Finance Advisors LLC481$47K0.0%-91.1%0.001%
7/11/2025 Silver Oak Securities Incorporated9,223$906K0.1%-13.8%0.018%
7/11/2025 UMB Bank n.a.271,179$26.64M0.4%-6.3%0.539%
7/11/2025 Pinnacle Bancorp Inc.1,250$123K0.0%+38.9%0.002%
7/10/2025 CWC Advisors LLC.2,744$270K0.1%N/A0.005%
7/10/2025 Redhawk Wealth Advisors Inc.10,401$1.02M0.1%-52.7%0.021%
7/10/2025 Marshall Financial Group LLC19,997$2.00M0.4%+1.7%0.040%
7/10/2025 Wealth Enhancement Advisory Services LLC40,940$4.13M0.0%-8.8%0.081%
7/10/2025 Atticus Wealth Management LLC73,104$7.18M1.9%+11.0%0.145%
7/10/2025 Secure Asset Management LLC20,977$2.06M0.4%-7.3%0.042%
7/10/2025 KMG Fiduciary Partners LLC14,468$1.42M0.1%+4.3%0.029%
7/10/2025 Focus Financial Network Inc.311,483$30.60M1.2%+3.0%0.619%
7/10/2025 Sovran Advisors LLC37,992$3.80M0.4%-27.9%0.076%
7/9/2025 Fermata Advisors LLC2,568$252K0.1%-91.3%0.005%
7/9/2025 Keystone Wealth Services LLC3,468$341K0.1%-7.3%0.007%
7/9/2025 Breakwater Capital Group10,142$996K0.2%-9.7%0.020%
7/9/2025 Presidio Capital Management LLC3,890$382K0.1%-3.7%0.008%
7/9/2025 WealthCare Investment Partners LLC57,500$5.80M2.1%-4.8%0.114%
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7/8/2025 Chemistry Wealth Management LLC2,146$211K0.0%N/A0.004%
7/8/2025 Adamsbrown Wealth Consultants LLC224,089$22.01M6.4%+12.2%0.446%
7/8/2025 First International Bank & Trust114,598$11.26M3.9%-4.9%0.228%
7/7/2025 Whitaker Myers Wealth Managers LTD.7,028$690K0.2%+2.4%0.014%
7/7/2025 Roxbury Financial LLC2,139$210K0.2%-55.8%0.004%
7/7/2025 TruWealth Advisors LLC303,723$29.84M1.6%+4.5%0.604%
7/3/2025 TrueWealth 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%
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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
(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, 434 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 411 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 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 15,914,077 shares in the last 24 months. This purchase volume represents approximately $1.56B in transactions.

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

Of the 172 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. ($933.29K), Smith Anglin Financial LLC ($774.71K), Ameriprise Financial Inc. ($527.22K), Eastern Bank ($461.58K), Bogart Wealth LLC ($397.10K), and HighTower Advisors LLC ($330.20K).

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

Institutional investors have sold a total of 9,100,658 shares in the last 24 months. This volume of shares sold represents approximately $858.63M in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 7/16/2025 by MarketBeat.com Staff
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