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

Invesco S&P MidCap Quality ETF logo
$109.73 +2.26 (+2.10%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
308
Total
Institutional Inflows
(last 12 months)
$847.51M
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$1.21B
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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
5/5/2026Milestone Investment Advisors LLC22,937$2.37M0.6%-10.3%0.047%
5/5/2026Schwallier Wealth Management LLC3,874$401K0.3%-3.7%0.008%
5/5/2026Journey Advisory Group LLC55,618$5.75M0.5%+12.7%0.115%
5/5/2026NFSG Corp4,215$436K0.1%-7.5%0.009%
5/5/2026 Sigma Planning Corp32,455$3.36M0.1%-4.6%0.067%
5/5/2026 Nwam LLC3,969$410K0.0%-6.4%0.008%
5/4/2026 NBZ Investment Advisors LLC130,929$13.53M5.9%+6.7%0.271%
5/4/2026 Bleakley Financial Group LLC137,145$14.18M0.2%+1.9%0.284%
5/4/2026 Parr Mcknight Wealth Management Group LLC31,716$3.28M0.4%N/A0.066%
5/1/2026 Fifth Third Bancorp10,386$1.07M0.0%N/A0.022%
5/1/2026 Sequoia Financial Advisors LLC2,462$255K0.0%-7.5%0.005%
4/30/2026 Equitable Trust Co.332,378$34.36M1.6%+0.8%0.688%
4/30/2026 Roman Butler Fullerton & Co.14,109$1.51M0.4%-1.5%0.029%
4/30/2026 Mason & Associates Inc33,738$3.39M0.7%+9.5%0.070%
4/30/2026 Pearl Planning LLC6,780$701K0.4%-28.7%0.014%
4/30/2026 Kestra Advisory Services LLC191,771$19.82M0.1%+5.4%0.397%
4/30/2026 Money Concepts Capital Corp6,094$630K0.0%+4.9%0.013%
4/29/2026 Sagace Wealth Management LLC35,158$3.63M2.4%-1.6%0.073%
4/29/2026 United Asset Strategies Inc.26,214$2.71M0.2%-3.4%0.054%
4/29/2026 Centerpoint Advisory Group31,784$3.29M2.5%-2.3%0.066%
4/28/2026 Westfuller Advisors LLC14,802$1.53M0.7%-3.3%0.031%
4/28/2026 Berger Financial Group Inc6,001$620K0.0%-12.4%0.012%
4/28/2026 Hunter Associates Investment Management LLC169,978$17.56M2.3%+5.7%0.352%
4/27/2026 Altus Wealth Group LLC96,877$10.01M4.1%+9.8%0.201%
4/27/2026 PFG Investments LLC7,756$802K0.0%-13.9%0.016%
4/27/2026 Baer Investment Advisory LLC6,454$667K0.1%N/A0.013%
4/27/2026 World Investment Advisors51,702$5.34M0.1%-4.0%0.107%
4/27/2026 USAdvisors Wealth Management LLC71,830$7.22M2.4%+1.3%0.149%
4/27/2026 Private Advisor Group LLC246,575$25.49M0.1%+7.3%0.511%
4/25/2026 Axis Wealth Partners LLC3,107$321K0.2%-20.3%0.006%
4/25/2026 Northwest Financial Advisors4,796$496K1.0%+9.3%0.010%
4/25/2026 KPP Advisory Services LLC183,355$18.95M2.8%-3.1%0.379%
4/24/2026 Root Financial Partners LLC283$29K0.0%-62.2%0.001%
4/24/2026 Family Investment Center Inc.19,567$2.02M0.4%-86.3%0.040%
4/24/2026 Harbor Investment Advisory LLC15,103$1.56M0.1%-6.3%0.031%
4/24/2026 Lighthouse Wealth Management Inc.59,171$6.12M4.2%-0.2%0.122%
4/23/2026 Brown Miller Wealth Management LLC21,335$2.21M0.6%+11.6%0.044%
4/23/2026 Wiser Advisor Group LLC22,965$2.37M2.9%+1.9%0.047%
4/22/2026 Janney Montgomery Scott LLC100,450$10.38M0.0%+0.9%0.208%
4/22/2026 Onyx Bridge Wealth Group LLC47,101$4.87M0.5%+58.2%0.097%
4/22/2026 Trilogy Capital Inc.206,884$21.39M0.9%-33.5%0.426%
4/22/2026 Harbor Asset Planning Inc.24,212$2.50M2.1%-2.9%0.050%
4/22/2026 Narus Financial Partners LLC5,277$545K0.1%+33.7%0.011%
4/22/2026 Meridian Financial Advisors LLC5,989$619K0.3%-5.8%0.012%
4/21/2026 Corecam AG47,470$4.91M4.2%-24.4%0.098%
4/21/2026 OLD National Bancorp IN56,027$5.79M0.1%N/A0.115%
4/21/2026 Penobscot Wealth Management16,306$1.69M0.5%-53.0%0.034%
4/20/2026 Kestra Private Wealth Services LLC74,443$7.70M0.1%+4.4%0.153%
4/20/2026 RFG Advisory LLC35,489$3.67M0.1%-5.5%0.073%
4/18/2026 CENTRAL TRUST Co45,225$4.68M0.1%-12.2%0.093%
4/17/2026 Signal Advisors Wealth LLC2,568$265K0.0%-25.1%0.005%
4/17/2026 AdvisorNet Financial Inc379$39K0.0%-75.4%0.001%
4/16/2026 CWC Advisors LLC.4,430$458K0.2%+16.6%0.009%
4/15/2026 Nations Financial Group Inc. IA ADV6,781$701K0.0%+33.1%0.014%
3/17/2026Rockefeller Capital Management L.P.26,716$2.74M0.0%+64.3%0.054%
3/13/2026 World Investment Advisors53,834$5.51M0.1%-3.8%0.109%
3/12/2026Nalls Sherbakoff Group LLC8,895$911K0.7%N/A0.018%
3/4/2026SHP Wealth Management324$33K0.0%N/A0.001%
3/2/2026 Corecam Pte. Ltd.129,470$13.26M6.9%+21.7%0.262%
2/26/2026TD Capital Management LLC9,917$1.02M0.1%-2.4%0.020%
2/23/2026Sonoma Allocations LLC19,977$2.13M0.7%+1.8%0.040%
2/18/2026Ameriflex Group Inc.2,066$212K0.1%-49.9%0.004%
2/18/2026Mercer Global Advisors Inc. ADV4,394$450K0.0%+52.5%0.009%
2/18/2026 Corecam AG62,775$6.43M6.3%N/A0.127%
2/18/2026 Onyx Bridge Wealth Group LLC29,765$3.05M0.3%-1.9%0.060%
2/18/2026Wealthspire Retirement LLC142,002$14.54M0.9%+3.6%0.288%
2/18/2026SkyView Investment Advisors LLC21,759$2.23M0.3%+3.5%0.044%
2/18/2026NewEdge Advisors LLC310,765$31.83M0.1%+3.0%0.629%
2/18/2026Garton & Associates Financial Advisors LLC1,018$104K0.1%N/A0.002%
2/18/2026Zacks Investment Management2,372$243K0.0%N/A0.005%
2/18/2026Tudor Investment Corp ET AL69,192$7.09M0.0%+76.2%0.140%
2/18/2026IHT Wealth Management LLC71,985$7.37M0.2%-0.2%0.146%
2/18/2026Gotham Asset Management LLC49,307$5.05M0.0%+9.0%0.100%
2/18/2026BNB Wealth Management LLC16,842$1.73M1.1%N/A0.034%
2/17/2026Cetera Investment Advisers1,307,111$133.87M0.1%+11.6%2.647%
2/17/2026Hilltop Holdings Inc.5,493$563K0.0%-3.4%0.011%
2/17/2026Equitable Holdings Inc.139,533$14.29M0.1%-14.1%0.283%
2/17/2026Kovack Advisors Inc.5,748$589K0.0%+77.6%0.012%
2/17/2026Capital Planning Advisors LLC274,130$28.08M3.8%-0.3%0.555%
2/17/2026Trexquant Investment LP3,032$311K0.0%-10.0%0.006%
2/17/2026GeoWealth Management LLC14,839$1.52M0.1%-31.2%0.030%
2/17/2026Regal Investment Advisors LLC4,817$493K0.0%+24.7%0.010%
2/17/2026Osaic Holdings Inc.426,523$43.72M0.1%-16.3%0.864%
2/17/2026Advisory Services Network LLC21,968$2.25M0.0%-19.5%0.044%
2/17/2026 Private Advisor Group LLC229,822$23.54M0.1%+16.9%0.465%
2/17/2026&PARTNERS48,635$4.98M0.0%+42.7%0.098%
2/17/2026 Financial Freedom LLC267$27K0.0%-88.4%0.001%
2/17/2026Royal Bank of Canada248,095$25.41M0.0%+4.0%0.502%
2/16/2026Tableaux LLC3,832$392K0.1%-50.2%0.008%
2/16/2026 MML Investors Services LLC185,451$18.99M0.0%+1.4%0.375%
2/16/2026Mariner LLC28,546$2.92M0.0%-16.8%0.058%
2/16/2026Focus Partners Wealth451,830$47M0.1%-0.9%0.915%
2/16/2026Arax Advisory Partners2,051$210K0.0%N/A0.004%
2/16/2026Brown Advisory Inc.10,080$1.03M0.0%-8.7%0.020%
2/16/2026Aptus Capital Advisors LLC33,250$3.41M0.0%+0.4%0.067%
2/13/2026CreativeOne Wealth LLC23,339$2.39M0.1%-0.7%0.047%
2/13/2026 Kestra Advisory Services LLC181,866$18.63M0.1%+17.0%0.368%
2/13/2026Liberty One Investment Management LLC35,818$3.67M0.5%-35.7%0.073%
2/13/2026Wimmer Associates 1 LLC2,435$249K0.1%-3.9%0.005%
2/13/2026 Altus Wealth Group LLC88,267$9.04M3.6%+2.1%0.179%


XMHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMHQ shares?

During the previous two years, 511 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($473.40M), Morgan Stanley ($247.14M), Vantagepoint Investment Advisers LLC ($143.44M), Cetera Investment Advisers ($133.87M), Ameriprise Financial Inc. ($124.55M), Northwestern Mutual Wealth Management Co. ($119.65M), and Raymond James Financial Inc. ($102.89M).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 470 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 ($1.83M), Vantagepoint Investment Advisers LLC ($1.51M), Benjamin Edwards Inc. ($1.17M), Thrivent Financial for Lutherans ($1.15M), Annex Advisory Services LLC ($1.11M), Raymond James Financial Inc. ($1.04M), and Edmond DE Rothschild Holding S.A. ($765.91K).

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

Institutional investors have bought a total of 8,406,237 shares in the last 24 months. This purchase volume represents approximately $847.51M in transactions.

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

Of the 233 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: Northwestern Mutual Wealth Management Co. ($1.63M), Benjamin Edwards Inc. ($1.21M), Annex Advisory Services LLC ($1.11M), Ameriprise Financial Inc. ($789.86K), Syntegra Private Wealth Group LLC ($703.83K), HighTower Advisors LLC ($556.68K), and Eastern Bank ($502.80K).

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

Institutional investors have sold a total of 12,314,017 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.



This page (NYSEARCA:XMHQ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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