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

$101.85

+2.73 (+2.75%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 212
Total Institutional Inflows (last 12 months): $1.47B

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $41.52M

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XMHQ Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	47,538	$4.61M	0.2%	+10.7%	0.106%
7/26/2024	Bensler LLC	145,536	$14.12M	1.9%	+5.7%	0.325%
7/26/2024	Cambridge Investment Research Advisors Inc.	374,309	$36.32M	0.1%	+40.7%	0.836%
7/26/2024	Signature Estate & Investment Advisors LLC	35,837	$3.48M	0.1%	N/A	0.080%
7/26/2024	Bank of New York Mellon Corp	4,363	$423K	0.0%	+22.3%	0.010%
7/25/2024	Christopher J. Hasenberg Inc	608	$59K	0.0%	-99.6%	0.001%
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7/25/2024	New Millennium Group LLC	16,163	$1.57M	1.0%	+5.1%	0.036%
7/25/2024	First Heartland Consultants Inc.	50,220	$4.87M	0.3%	+35.3%	0.112%
7/25/2024	Cypress Capital Group	85,894	$8.33M	1.0%	+5.9%	0.192%
7/24/2024	Secure Asset Management LLC	81,920	$7.95M	1.5%	+9.4%	0.183%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	2,379	$231K	0.0%	N/A	0.005%
7/24/2024	&PARTNERS	15,973	$1.56M	0.1%	+193.6%	0.036%
7/23/2024	PSI Advisors LLC	44,278	$4.30M	1.4%	+6.8%	0.099%
7/23/2024	Concourse Financial Group Securities Inc.	51,064	$4.96M	0.3%	+20.8%	0.114%
7/23/2024	Ayalon Insurance Comp Ltd.	3,730	$362K	0.1%	N/A	0.008%
7/23/2024	MFA Wealth Advisors LLC	61,789	$6.00M	1.3%	-2.4%	0.138%
7/22/2024	Atria Wealth Solutions Inc.	121,539	$11.79M	0.1%	+5.4%	0.271%
7/22/2024	Alaska Wealth Advisors	117,719	$11.42M	1.8%	-0.7%	0.263%
7/22/2024	Legacy Capital Group California Inc.	2,690	$261K	0.1%	N/A	0.006%
7/22/2024	Masso Torrence Wealth Management Inc.	117,238	$11.38M	6.3%	+3.7%	0.262%
7/22/2024	Enzi Wealth	87,015	$8.33M	3.7%	+1.8%	0.194%
7/22/2024	Focus Financial Network Inc.	250,815	$25.22M	1.1%	+3.2%	0.560%
7/22/2024	Liberty One Investment Management LLC	61,035	$5.92M	0.7%	-3.4%	0.136%
7/22/2024	Colonial River Wealth Management LLC	19,220	$1.87M	1.0%	-21.5%	0.043%
7/20/2024	Avid Wealth Partners LLC	53,691	$5.21M	4.0%	+5.5%	0.120%
7/20/2024	Continuum Advisory LLC	2,022	$196K	0.0%	+81.5%	0.005%
7/20/2024	Raymond James Financial Services Advisors Inc.	507,105	$49.20M	0.1%	+0.4%	1.132%
7/19/2024	OMNI 360 Wealth Inc.	6,973	$677K	0.5%	+138.6%	0.016%
7/19/2024	MONECO Advisors LLC	5,206	$505K	0.1%	+38.1%	0.012%
7/19/2024	Western Wealth Management LLC	37,121	$3.60M	0.3%	+1.9%	0.083%
7/19/2024	Willner & Heller LLC	3,463	$336K	0.3%	+6.2%	0.008%
7/19/2024	SFG Wealth Management LLC.	13,039	$1.27M	0.7%	-24.6%	0.029%
7/19/2024	Financial Partners Group Inc	195,662	$18.99M	3.0%	+10.3%	0.437%
7/19/2024	Family Investment Center Inc.	214,993	$20.86M	6.2%	+4.1%	0.480%
7/19/2024	Raymond James & Associates	213,037	$20.67M	0.0%	+42.3%	0.476%
7/19/2024	Mason & Associates Inc	50,042	$4.86M	1.3%	+5.0%	0.112%
7/18/2024	WealthCare Investment Partners LLC	43,137	$4.19M	1.9%	+21.4%	0.096%
7/17/2024	Redhawk Wealth Advisors Inc.	119,813	$11.63M	1.8%	-21.8%	0.267%
7/17/2024	TruWealth Advisors LLC	62,465	$6.06M	0.4%	+3,150.0%	0.139%
7/16/2024	Cornerstone Wealth Management LLC	61,650	$5.98M	0.5%	+1,081.7%	0.138%
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7/16/2024	Envestnet Portfolio Solutions Inc.	22,362	$2.17M	0.0%	-54.5%	0.050%
7/16/2024	Key Client Fiduciary Advisors LLC	7,838	$760K	0.4%	+24.1%	0.017%
7/16/2024	Great Valley Advisor Group Inc.	53,704	$5.21M	0.1%	-15.3%	0.120%
7/16/2024	Wealth Enhancement Advisory Services LLC	44,131	$4.28M	0.0%	+41.5%	0.099%
7/16/2024	JBR Co Financial Management Inc	6,861	$666K	0.5%	N/A	0.015%
7/16/2024	Roman Butler Fullerton & Co.	13,054	$1.26M	0.4%	+35.2%	0.029%
7/16/2024	Sequoia Financial Advisors LLC	2,810	$273K	0.0%	+5.3%	0.006%
7/16/2024	PCG Wealth Advisors LLC	41,857	$4.06M	1.8%	+26.1%	0.093%
7/15/2024	Dynamic Advisor Solutions LLC	9,817	$953K	0.0%	+4.9%	0.022%
7/15/2024	Fifth Third Securities Inc.	86,684	$8.41M	0.8%	N/A	0.193%
7/15/2024	Lionsbridge Wealth Management LLC	8,309	$806K	0.6%	-53.3%	0.019%
7/13/2024	Keystone Wealth Services LLC	14,982	$1.45M	0.5%	+13.8%	0.033%
7/13/2024	Fermata Advisors LLC	83,749	$8.13M	1.9%	N/A	0.187%
7/12/2024	Sax Wealth Advisors LLC	6,470	$628K	0.1%	N/A	0.014%
7/12/2024	Annex Advisory Services LLC	907,691	$88.07M	3.1%	N/A	2.026%
7/12/2024	Southland Equity Partners LLC	2,073	$201K	0.1%	+5.4%	0.005%
7/12/2024	DHJJ Financial Advisors Ltd.	51,613	$5.01M	2.1%	N/A	0.115%
7/11/2024	Duncan Williams Asset Management LLC	13,273	$1.29M	1.1%	+38.9%	0.030%
7/11/2024	Smith Anglin Financial LLC	569,229	$55.23M	5.6%	+8.9%	1.271%
7/10/2024	Csenge Advisory Group	13,631	$1.32M	0.1%	+13.5%	0.030%
7/10/2024	CWM LLC	712	$69K	0.0%	+20.3%	0.002%
7/9/2024	Burns Matteson Capital Management LLC	54,354	$5.27M	2.9%	+40.9%	0.121%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	5,325	$517K	0.2%	N/A	0.012%
7/1/2024	Confluence Investment Management LLC	470,257	$45.63M	0.7%	-0.5%	1.050%
6/28/2024	Bright Futures Wealth Management LLC.	3,544	$390K	0.2%	N/A	0.008%
6/21/2024	Cape Investment Advisory Inc.	291	$32K	0.0%	N/A	0.001%
6/13/2024	Mosaic Family Wealth Partners LLC	3,057	$336K	0.1%	+12.5%	0.007%
5/24/2024	Cetera Advisor Networks LLC	181,401	$19.96M	0.1%	+23.8%	0.405%
5/24/2024	Cetera Advisors LLC	120,430	$13.25M	0.1%	+303.3%	0.269%
5/24/2024	Cetera Investment Advisers	440,267	$48.45M	0.1%	+193.7%	0.983%
5/21/2024	Atria Investments Inc	34,936	$3.85M	0.1%	-8.6%	0.078%
5/20/2024	Pacific Center for Financial Services	218,928	$24.09M	6.9%	+3.0%	0.489%
5/17/2024	Comerica Bank	13,416	$1.48M	0.0%	-8.0%	0.030%
5/17/2024	Wiser Advisor Group LLC	17,575	$1.94M	3.0%	-0.8%	0.039%
5/16/2024	Jane Street Group LLC	53,764	$5.92M	0.0%	+113.5%	0.120%
5/15/2024	1832 Asset Management L.P.	549,355	$60.46M	0.0%	+27.5%	1.226%
5/15/2024	Stonebridge Capital Advisors LLC	2,142	$236K	0.0%	N/A	0.005%
5/14/2024	CreativeOne Wealth LLC	14,683	$1.62M	0.1%	+74.3%	0.033%
5/14/2024	Burns Matteson Capital Management LLC	38,588	$4.25M	2.4%	+631.4%	0.086%
5/10/2024	Osaic Holdings Inc.	609,432	$67.08M	0.1%	+113.2%	1.360%
5/10/2024	Prevail Innovative Wealth Advisors LLC	22,822	$2.51M	0.9%	+14.7%	0.051%
5/10/2024	Nwam LLC	2,169	$232K	0.0%	N/A	0.005%
5/9/2024	Private Portfolio Partners LLC	7,239	$797K	0.2%	N/A	0.016%
5/9/2024	Orion Portfolio Solutions LLC	150,534	$16.57M	0.2%	N/A	0.336%
5/9/2024	Kingsview Wealth Management LLC	3,362	$370K	0.0%	-6.1%	0.008%
5/9/2024	Avid Wealth Partners LLC	50,881	$5.60M	4.5%	-40.3%	0.114%
5/8/2024	Edmond DE Rothschild Holding S.A.	764,268	$84.11M	1.4%	N/A	1.706%
5/8/2024	Sheets Smith Wealth Management	16,673	$1.84M	0.2%	N/A	0.037%
5/8/2024	Avantax Advisory Services Inc.	213,358	$23.48M	0.2%	+61.3%	0.476%
5/8/2024	US Bancorp DE	38,231	$4.21M	0.0%	+17.3%	0.085%
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5/8/2024	Thoroughbred Financial Services LLC	52,193	$5.74M	0.6%	+5.5%	0.117%
5/7/2024	Atomi Financial Group Inc.	2,648	$291K	0.0%	N/A	0.006%
5/7/2024	PFG Advisors	33,108	$3.64M	0.3%	+0.4%	0.074%
5/6/2024	Envestnet Portfolio Solutions Inc.	49,177	$5.41M	0.0%	+223.1%	0.110%
5/6/2024	Advisory Services Network LLC	40,437	$4.45M	0.1%	+27.6%	0.090%
5/6/2024	Advisory Alpha LLC	5,691	$626K	0.0%	-31.2%	0.013%
5/4/2024	Geneos Wealth Management Inc.	4,577	$504K	0.0%	+223.5%	0.010%
5/4/2024	Csenge Advisory Group	12,007	$1.32M	0.1%	+3.5%	0.027%
5/4/2024	Glassman Wealth Services	510	$56K	0.0%	N/A	0.001%
5/3/2024	Absolute Capital Management LLC	4,838	$532K	0.3%	-29.8%	0.011%

(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, 240 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. ($112.65M), Commonwealth Equity Services LLC ($88.13M), Annex Advisory Services LLC ($88.07M), Edmond DE Rothschild Holding S.A. ($84.11M), and Osaic Holdings Inc. ($67.08M).Learn more on XMHQ's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap Quality ETF stock?: Of the 230 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: LPL Financial LLC ($1.19M), Annex Advisory Services LLC ($907.69K), Confluence Investment Management LLC ($808.09K), Edmond DE Rothschild Holding S.A. ($764.27K), Commonwealth Equity Services LLC ($740.31K), Smith Anglin Financial LLC ($569.23K), and 1832 Asset Management L.P. ($549.36K).
How much institutional buying is happening at Invesco S&P MidCap Quality ETF?: Institutional investors have bought a total of 17,290,121 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Which Invesco S&P MidCap Quality ETF major shareholders have been selling company stock?: Of the 68 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. ($166.85K), Christopher J. Hasenberg Inc ($153.96K), Advisor Group Holdings Inc. ($146.16K), Atria Wealth Solutions Inc. ($77.78K), Cetera Advisors LLC ($46.26K), NewEdge Advisors LLC ($40.25K), and Avid Wealth Partners LLC ($34.33K).
How much institutional selling is happening at Invesco S&P MidCap Quality ETF?: Institutional investors have sold a total of 1,011,780 shares in the last 24 months. This volume of shares sold represents approximately $79.48M in transactions.