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

Invesco S&P MidCap Quality ETF logo
$105.54 +1.76 (+1.70%)
As of 09:41 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)
338
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
10/14/2025Key Client Fiduciary Advisors LLC7,962$836K0.3%+3.3%0.016%
10/14/2025Farther Finance Advisors LLC4,604$483K0.0%+857.2%0.009%
10/14/2025Precedent Wealth Partners LLC90,134$9.46M2.1%+14.5%0.180%
10/10/2025 Fifth Third Securities Inc.106,417$11.17M0.8%-1.2%0.212%
10/10/2025 CWC Advisors LLC.2,898$304K0.1%+5.6%0.006%
10/10/2025 Focus Financial Network Inc.319,064$33.49M1.2%+2.4%0.636%
10/10/2025 KMG Fiduciary Partners LLC13,996$1.47M0.1%-3.3%0.028%
10/10/2025 Signal Advisors Wealth LLC2,696$283K0.0%N/A0.005%
10/9/2025 Secure Asset Management LLC20,690$2.18M0.4%-1.4%0.041%
10/9/2025 AdvisorNet Financial Inc1,539$162K0.0%-22.3%0.003%
10/9/2025 Redhawk Wealth Advisors Inc.11,229$1.18M0.1%+8.0%0.022%
10/9/2025 Dynamic Advisor Solutions LLC6,967$731K0.0%-19.8%0.014%
10/8/2025 Marshall Financial Group LLC20,627$2.17M0.4%+3.2%0.041%
10/7/2025 First International Bank & Trust113,058$11.87M4.1%-1.3%0.226%
10/7/2025 EWG Elevate Inc.37,551$3.94M1.2%N/A0.075%
10/6/2025 TruWealth Advisors LLC309,091$32.44M1.6%+1.8%0.618%
10/1/2025 American National Bank of Texas36,094$3.79M3.6%N/A0.075%
9/4/2025Osaic Holdings Inc.490,614$48.23M0.1%-17.4%1.015%
8/29/2025Evolution Wealth Management Inc.3,143$309K0.4%N/A0.006%
8/29/2025Centaurus Financial Inc.11,611$1.14M0.1%+6.8%0.024%
8/28/2025Straightline Group LLC322,600$31.74M19.8%-10.9%0.667%
8/27/2025Orion Porfolio Solutions LLC101,553$9.98M0.1%+0.6%0.210%
8/26/2025Thrivent Financial for Lutherans604,422$59.38M0.1%+57.5%1.250%
8/19/2025Newbridge Financial Services Group Inc.4,950$486K0.1%-18.9%0.010%
8/19/2025Advisory Services Network LLC39,785$4.02M0.1%-34.0%0.082%
8/19/2025Asset Dedication LLC414$41K0.0%N/A0.001%
8/18/2025Geneos Wealth Management Inc.2,955$290K0.0%+72.4%0.006%
8/18/2025Pacific Center for Financial Services10,356$1.02M0.3%-22.1%0.021%
8/15/2025Nikulski Financial Inc.2,812$276K0.1%N/A0.006%
8/15/2025Tower Research Capital LLC TRC 3,933$386K0.0%-21.2%0.008%
8/15/2025SkyView Investment Advisors LLC20,904$2.06M0.3%+5.7%0.043%
8/15/2025Equitable Holdings Inc.156,553$15.38M0.1%-16.1%0.324%
8/15/2025Prevail Innovative Wealth Advisors LLC63,192$6.21M1.4%-33.2%0.131%
8/15/2025Visionary Wealth Advisors29,988$2.95M0.2%-49.7%0.062%
8/15/2025Two Sigma Securities LLC3,267$321K0.0%+39.1%0.007%
8/15/2025Redwood Financial Network Corp6,935$681K0.5%-5.6%0.014%
8/15/2025Orion Porfolio Solutions LLC101,553$9.98M0.1%+0.6%0.210%
8/15/2025MML Investors Services LLC348,370$34.22M0.1%-47.5%0.720%
8/15/2025Modern Wealth Management LLC88,209$8.67M0.2%+3.1%0.182%
8/15/2025IHT Wealth Management LLC69,375$6.82M0.2%+3.0%0.143%
8/15/2025Great Valley Advisor Group Inc.33,540$3.30M0.1%-15.5%0.069%
8/15/2025Benjamin Edwards Inc.7,414$728K0.0%-99.4%0.015%
8/15/2025Bank of America Corp DE565,508$55.56M0.0%-10.5%1.169%
8/15/2025Ameriprise Financial Inc.1,450,044$142.45M0.0%+6.1%2.998%
8/14/2025Jane Street Group LLC38,512$3.78M0.0%+96.6%0.080%
8/14/2025Raymond James Financial Inc.1,012,868$99.50M0.0%-2.3%2.094%
8/14/2025Betterment LLC2,755$271K0.0%+16.2%0.006%
8/14/2025LWM Advisory Services LLC13,721$1.35M0.9%-1.8%0.028%
8/14/2025NewEdge Advisors LLC291,706$28.66M0.1%+6.6%0.603%
8/14/2025Qube Research & Technologies Ltd447$44K0.0%N/A0.001%
8/14/2025Gerber Kawasaki Wealth & Investment Management125,776$12.36M0.5%-14.8%0.260%
8/14/2025Cary Street Partners Financial LLC4,439$436K0.0%+7.7%0.009%
8/13/2025Victory Financial Group LLC38,396$3.77M0.6%-26.0%0.079%
8/13/2025Flow Traders U.S. LLC16,782$1.65M0.1%+138.6%0.035%
8/13/2025SageView Advisory Group LLC6,149$638K0.0%-12.1%0.013%
8/13/2025Cresset Asset Management LLC2,046$201K0.0%N/A0.004%
8/13/2025Milestone Investment Advisors LLC33,327$3.27M0.9%-29.5%0.069%
8/13/2025GeoWealth Management LLC22,485$2.21M0.1%-3.4%0.046%
8/13/2025JBR Co Financial Management Inc6,542$643K0.3%+30.4%0.014%
8/13/2025CW Advisors LLC6,150$604K0.0%-18.7%0.013%
8/13/2025Twin Peaks Wealth Advisors LLC5,315$545K0.2%-7.6%0.011%
8/13/2025WCG Wealth Advisors LLC108,182$10.63M0.7%+9.1%0.224%
8/13/2025Fisher Asset Management LLC8,003$786K0.0%N/A0.017%
8/13/2025Smith Moore & CO.107,028$10.51M0.9%+3.0%0.221%
8/13/2025VestGen Advisors LLC16,801$1.65M0.1%-25.4%0.035%
8/13/2025Financial Freedom LLC10,769$1.06M0.6%-45.6%0.022%
8/13/2025Trustmark Bank Trust Department6,912$679K0.0%+31.4%0.014%
8/13/2025Denver Wealth Management Inc.11,557$1.14M0.5%+63.7%0.024%
8/13/2025Level Four Advisory Services LLC72,892$7.16M0.3%-16.8%0.151%
8/13/2025Northwestern Mutual Wealth Management Co.1,528,441$150.15M0.1%-16.9%3.161%
8/12/2025J.W. Cole Advisors Inc.22,658$2.23M0.0%+274.6%0.047%
8/12/2025Spectrum Wealth Advisory Group LLC206,591$20.30M9.4%+106.1%0.427%
8/12/2025Steward Partners Investment Advisory LLC28,433$2.79M0.0%-6.8%0.059%
8/12/2025CreativeOne Wealth LLC28,518$2.80M0.1%+11.5%0.059%
8/12/2025Global Retirement Partners LLC9,195$903K0.0%N/A0.019%
8/12/2025Forum Private Client Group LLC8,386$824K0.3%N/A0.017%
8/12/2025MAI Capital Management35,693$3.51M0.0%-0.5%0.074%
8/12/2025JPMorgan Chase & Co.534$53K0.0%-75.1%0.001%
8/12/2025NFP Retirement Inc.129,331$12.71M0.8%+3.4%0.267%
8/11/2025Perennial Investment Advisors LLC52,676$5.18M0.5%-3.4%0.109%
8/11/2025Thrivent Financial for Lutherans604,422$59.38M0.7%+57.5%1.250%
8/11/2025Western Wealth Management LLC4,003$393K0.0%+14.9%0.008%
8/8/2025Financial Gravity Companies Inc.780$77K0.0%N/A0.002%
8/8/2025Firestone Capital Management21,255$2.09M0.5%N/A0.044%
8/8/2025Rockefeller Capital Management L.P.17,931$1.76M0.0%-5.0%0.037%
8/8/2025Kingsview Wealth Management LLC14,690$1.44M0.0%+3.9%0.030%
8/8/2025Horizon Family Wealth Inc.23,207$2.28M1.4%+3.6%0.048%
8/8/2025Avantax Advisory Services Inc.316,369$31.08M0.2%+7.0%0.654%
8/8/2025Thoroughbred Financial Services LLC96,688$9.50M0.7%-12.3%0.200%
8/8/2025Cetera Investment Advisers766,696$75.32M0.1%+4.7%1.585%
8/8/2025Creative Planning19,517$1.92M0.0%+8.8%0.040%
8/8/2025Compass Financial Services Inc3,811$374K0.2%-25.2%0.008%
8/8/2025Meridian Wealth Management LLC58,002$5.70M0.2%+7.8%0.120%
8/8/2025Foundations Investment Advisors LLC168,802$16.58M0.3%-4.0%0.349%
8/8/2025Good Life Advisors LLC181,662$17.85M1.1%+7.0%0.376%
8/8/2025Symphony Financial Services Inc.6,634$652K0.4%+1.8%0.014%
8/8/2025United Asset Strategies Inc.28,881$2.84M0.2%+2.8%0.060%
8/7/2025CENTRAL TRUST Co57,250$5.62M0.1%-1.0%0.118%
8/7/2025Aspen Wealth Strategies LLC57,629$5.66M3.4%+1.9%0.119%
8/7/2025PFG Advisors45,961$4.52M0.1%+6.7%0.095%
(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, 453 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 14,455,658 shares in the last 24 months. This purchase volume represents approximately $1.42B in transactions.

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

Of the 216 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 11,399,019 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 10/15/2025 by MarketBeat.com Staff
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