S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
3 Magnificent Seven Stocks Outperforming the Rest
Bargain Hunting: 3 Stocks With RSIs That Scream Oversold

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

$102.48
-0.10 (-0.10%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$1.20B
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$11.39M
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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
4/19/2024New Century Financial Group LLC1,900$209K0.1%N/A0.004%
4/19/2024PCG Wealth Advisors LLC33,187$3.65M1.7%+9.3%0.076%
4/19/2024Westside Investment Management Inc.1,141$125K0.0%N/A0.003%
4/19/2024WFA Asset Management Corp26,934$2.96M1.5%N/A0.062%
4/18/2024Breakwater Capital Group7,407$815K0.2%+12.3%0.017%
4/17/2024Trilogy Capital Inc.441,935$48.64M2.8%+1,577.0%1.019%
4/17/2024Founders Financial Securities LLC5,840$643K0.1%+26.3%0.013%
4/16/2024Enzi Wealth85,456$8.93M4.2%+4.4%0.197%
4/16/2024Hengehold Capital Management LLC171,836$18.91M2.0%N/A0.396%
4/16/2024Wealth Enhancement Advisory Services LLC31,191$3.43M0.0%+10.1%0.072%
4/15/2024WealthCare Investment Partners LLC35,533$3.91M1.9%+99.9%0.082%
4/15/2024Wealthcare Advisory Partners LLC41,069$4.52M0.1%+19.3%0.095%
4/15/2024Key Client Fiduciary Advisors LLC6,314$695K0.4%N/A0.015%
4/15/2024Sound Income Strategies LLC2,035$224K0.0%N/A0.005%
4/12/2024 Keystone Wealth Services LLC13,163$1.45M0.5%N/A0.097%
4/12/2024 Global Assets Advisory LLC380,575$41.88M0.1%N/A2.811%
4/12/2024 Southland Equity Partners LLC1,967$216K0.1%N/A0.015%
4/11/2024 &PARTNERS5,440$599K0.1%N/A0.040%
4/10/2024 Park Avenue Securities LLC4,471$492K0.0%N/A0.033%
4/10/2024 Signal Advisors Wealth LLC7,878$867K0.2%+8.2%0.058%
4/10/2024 EWG Elevate Inc.51,782$5.70M2.2%N/A0.382%
4/9/2024 Mather Group LLC.1,075$118K0.0%N/A0.008%
4/3/2024 Duncan Williams Asset Management LLC9,556$1.05M0.9%N/A0.071%
4/1/2024 Confluence Investment Management LLC472,710$52.02M0.7%N/A3.491%
3/15/2024B. Riley Wealth Advisors Inc.5,475$486K0.0%N/A0.040%
3/13/2024MONECO Advisors LLC3,951$350K0.1%+7.0%0.029%
3/8/2024ICA Group Wealth Management LLC107,271$9.52M2.1%N/A0.792%
3/6/2024Willner & Heller LLC2,580$229K0.3%N/A0.019%
2/26/2024Centaurus Financial Inc.2,596$230K0.0%+7.4%0.019%
2/20/2024Pacific Center for Financial Services212,535$18.85M5.9%N/A1.570%
2/16/2024Harbour Investments Inc.37,129$3.29M0.1%+77.0%0.274%
2/15/2024Swmg LLC23,948$2.12M1.0%+46.7%0.177%
2/15/2024Wimmer Associates 1 LLC2,695$239K0.1%N/A0.020%
2/15/2024Citadel Advisors LLC3,991$354K0.0%N/A0.029%
2/15/2024Comerica Bank14,581$1.29M0.0%+43.9%0.108%
2/14/2024Royal Bank of Canada51,851$4.60M0.0%+7.6%0.383%
2/14/2024Continuum Advisory LLC3,123$279K0.0%N/A0.023%
2/14/2024Kestra Advisory Services LLC36,537$3.24M0.0%+104.3%0.270%
2/14/2024Creative Planning16,069$1.43M0.0%+13.5%0.119%
2/14/2024MGO One Seven LLC76,526$6.79M0.4%+2,087.7%0.565%
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2/14/2024Visionary Wealth Advisors59,401$5.27M0.4%+72.9%0.439%
2/14/2024Enzi Wealth81,850$7.87M3.8%+140.1%0.605%
2/14/2024Connectus Wealth LLC80,766$7.17M0.1%+913.0%0.596%
2/14/2024Traction Financial Partners LLC10,270$911K0.6%N/A0.076%
2/13/2024Envestnet Asset Management Inc.155,119$13.76M0.0%+99.7%1.146%
2/13/20241832 Asset Management L.P.430,852$38.22M0.1%N/A3.182%
2/13/2024Cetera Advisor Networks LLC146,540$13M0.1%+72.6%1.082%
2/13/2024Per Stirling Capital Management LLC.118,206$10.49M1.9%+8.5%0.873%
2/13/2024Jones Financial Companies Lllp642$57K0.0%N/A0.005%
2/13/2024Prevail Innovative Wealth Advisors LLC19,903$1.77M0.8%+2.5%0.147%
2/12/2024Focus Financial Network Inc. ADV241,330$21.41M0.8%N/A1.782%
2/12/2024Stifel Financial Corp1,582,759$140.41M0.2%+52.4%11.690%
2/12/2024Steward Partners Investment Advisory LLC10,526$934K0.0%-2.4%0.078%
2/9/2024Advisory Services Network LLC31,699$2.81M0.1%+5.6%0.234%
2/9/2024US Bancorp DE32,598$2.89M0.0%+22.0%0.241%
2/9/2024Cambridge Investment Research Advisors Inc.181,885$16.14M0.1%+41.2%1.343%
2/9/2024Hanlon Investment Management Inc.2,735$243K0.1%N/A0.020%
2/9/2024Assetmark Inc.478,958$42.49M0.2%N/A3.537%
2/9/2024CreativeOne Wealth LLC8,426$748K0.0%+118.5%0.062%
2/9/2024Milestone Investment Advisors LLC134,559$11.94M3.5%+15.2%0.994%
2/9/2024Thoroughbred Financial Services LLC49,476$4.39M0.4%+44.9%0.365%
2/9/2024UBS Group AG179,289$15.91M0.0%-1.4%1.324%
2/8/2024Level Four Advisory Services LLC20,285$1.80M0.1%N/A0.150%
2/8/2024Kingsview Wealth Management LLC3,581$318K0.0%-22.9%0.026%
2/8/2024Meridian Wealth Management LLC21,237$1.88M0.1%N/A0.157%
2/8/2024OMNI 360 Wealth Inc.2,922$259K0.2%N/A0.022%
2/8/2024Eudaimonia Partners LLC15,097$1.34M0.4%+12.9%0.111%
2/8/2024Janney Montgomery Scott LLC33,237$2.95M0.0%N/A0.245%
2/7/2024Avantax Advisory Services Inc.132,236$11.73M0.1%+42.5%0.977%
2/7/2024Envestnet Portfolio Solutions Inc.15,220$1.35M0.0%+150.8%0.112%
2/7/2024Dana Investment Advisors Inc.10,376$920K0.0%N/A0.077%
2/7/2024Northwest Financial Advisors1,273$113K0.1%N/A0.009%
2/7/2024Principal Securities Inc.61,271$5.44M0.2%N/A0.453%
2/7/2024Concourse Financial Group Securities Inc.17,937$1.59M0.1%+104.1%0.132%
2/7/2024Bogart Wealth LLC265,800$23.58M1.3%+5,315,900.0%1.963%
2/6/2024Private Advisor Group LLC90,768$8.05M0.1%+107.5%0.670%
2/6/2024Wealthcare Advisory Partners LLC34,430$3.05M0.1%+45.5%0.254%
2/6/2024Merit Financial Group LLC13,733$1.22M0.0%N/A0.101%
2/6/2024Benjamin F. Edwards & Company Inc.1,033,038$91.64M1.8%+64.7%7.630%
2/6/2024Aveo Capital Partners LLC115,336$10.23M1.2%+72.2%0.852%
2/6/2024Concentrum Wealth Management19,831$1.76M0.1%+119.2%0.146%
2/6/2024Benjamin Edwards Inc.47,964$4.26M0.9%+68.0%0.354%
2/6/2024Commonwealth Equity Services LLC577,483$51.23M0.1%+105.5%4.265%
2/6/2024Great Valley Advisor Group Inc.55,450$4.92M0.2%N/A0.410%
2/6/2024Concord Wealth Partners66,605$5.91M1.2%-11.3%0.492%
2/5/2024MONECO Advisors LLC3,951$350K0.1%+7.0%0.029%
2/5/2024Kestra Private Wealth Services LLC55,508$4.92M0.1%N/A0.410%
2/5/2024Silver Oak Securities Incorporated7,557$670K0.1%N/A0.056%
2/5/2024Principle Wealth Partners LLC64,496$5.72M0.5%+12.4%0.476%
2/2/2024Valmark Advisers Inc.6,175$548K0.0%-52.4%0.046%
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2/2/2024Absolute Capital Management LLC6,887$611K0.6%N/A0.051%
2/2/2024Truist Financial Corp4,159$369K0.0%+5.1%0.031%
2/2/2024Kovack Advisors Inc.37,584$3.33M0.4%+7.8%0.278%
2/2/2024Penobscot Wealth Management33,092$2.94M2.0%+4.5%0.244%
2/2/2024Atria Wealth Solutions Inc.70,355$6.24M0.1%+35.7%0.520%
2/1/2024Masso Torrence Wealth Management Inc.109,799$9.74M6.6%+246.9%0.811%
2/1/2024Sigma Planning Corp16,168$1.43M0.1%-39.2%0.119%
1/31/2024Hunter Associates Investment Management LLC66,174$5.87M1.1%N/A0.489%
1/31/2024J.W. Cole Advisors Inc.17,382$1.54M0.1%N/A0.128%
1/31/2024Western Wealth Management LLC7,469$663K0.0%+6.5%0.055%
(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, 212 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($142.56M), Stifel Financial Corp ($140.41M), Benjamin F. Edwards & Company Inc. ($91.64M), Morgan Stanley ($63.95M), Confluence Investment Management LLC ($52.02M), Ameriprise Financial Inc. ($51.64M), and Commonwealth Equity Services LLC ($51.23M).Learn more on XMHQ's institutional investors.

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

Of the 205 institutional investors that purchased Invesco S&P MidCap Quality ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stifel Financial Corp ($1.56M), LPL Financial LLC ($1.19M), Benjamin F. Edwards & Company Inc. ($1.05M), Confluence Investment Management LLC ($808.09K), Commonwealth Equity Services LLC ($529.47K), Smith Anglin Financial LLC ($498.26K), and Assetmark Inc. ($478.96K).

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

Institutional investors have bought a total of 15,505,613 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 56 institutional investors that sold Invesco S&P MidCap Quality ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Great Valley Advisor Group Inc. ($157.14K), Advisor Group Holdings Inc. ($146.16K), Cetera Advisors LLC ($111.43K), Raymond James Financial Services Advisors Inc. ($85.29K), Atria Wealth Solutions Inc. ($77.78K), Private Advisor Group LLC ($72.11K), and NewEdge Advisors LLC ($40.25K).

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

Institutional investors have sold a total of 954,973 shares in the last 24 months. This volume of shares sold represents approximately $66.31M in transactions.


This page (NYSEARCA:XMHQ) was last updated on 4/19/2024 by MarketBeat.com Staff

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