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

Invesco S&P MidCap Quality ETF logo
$114.68 +0.49 (+0.43%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$114.66 -0.02 (-0.02%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
269
Total
Institutional Inflows
(last 12 months)
$646.66M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$475.72M
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Skip Chart & View Institutional Buying and Selling Data

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
10/14/2026Lighthouse Wealth Management Inc.63,174$7.05M4.3%+2.4%0.133%
10/14/2026Signal Advisors Wealth LLC4,020$449K0.0%-4.7%0.008%
10/14/2026Krilogy Financial LLC4,593$525K0.0%-4.7%0.010%
10/13/2026Sax Wealth Advisors LLC224,293$25.04M0.7%+20.2%0.470%
10/9/2026Breakwater Capital Group8,212$917K0.1%-1.1%0.017%
10/9/2026Prota Financial LLC50,064$5.66M3.6%+2.1%0.105%
10/8/2026Farther Finance Advisors LLC87,581$9.78M0.1%+23.9%0.183%
10/7/2026Wealth Enhancement Trust Services Inc.57,256$6.39M0.7%-21.4%0.120%
10/7/2026American National Bank of Texas58,925$6.58M5.9%+2.7%0.123%
10/6/2026Stewardship Concepts Financial Services LLC13,076$1.46M1.0%+8.6%0.027%
10/5/2026Eastern Bank4,396$491K0.0%-12.1%0.009%
9/23/2026Envestnet Portfolio Solutions Inc.14,613$1.65M0.0%-6.2%0.028%
9/23/2026Envestnet Asset Management Inc.211,860$23.92M0.0%-22.2%0.411%
9/9/2026MCF Advisors LLC4,280$483K0.0%-3.0%0.009%
9/9/2026Integrated Wealth Concepts LLC99,569$11.24M0.1%+2,705.6%0.210%
9/9/2026RFG Advisory LLC5,468$617K0.0%-84.6%0.012%
9/9/2026NewEdge Advisors LLC364,659$41.16M0.1%+9.3%0.768%
9/9/2026Baird Financial Group Inc.7,179$810K0.0%+3.1%0.015%
9/9/2026XY Planning Network Inc.91,449$10.32M1.3%+28.0%0.193%
9/8/2026Waverly Advisors LLC469,902$53.04M0.3%+1,592.6%0.989%
8/26/2026HighTower Advisors LLC245,023$27.66M0.0%-0.6%0.516%
8/23/2026Ameritas Advisory Services LLC10,346$1.17M0.0%N/A0.022%
8/23/2026PCG Wealth Advisors LLC126,842$14.32M3.2%-10.0%0.267%
8/22/2026Mann Financial Group Inc.48,238$5.45M4.6%+21.2%0.102%
8/22/2026DORVAL Corp19,174$2.16M0.6%+20.4%0.040%
8/21/2026Mason & Associates Inc33,957$3.83M0.6%+0.6%0.072%
8/21/2026Fairway Financial LLC7,913$893K0.6%+2.4%0.017%
8/21/2026Continuum Advisory LLC1,905$215K0.0%-6.6%0.004%
8/21/2026Atticus Wealth Management LLC70,473$7.96M1.9%+2.0%0.148%
8/21/2026Secure Asset Management LLC5,888$665K0.1%-5.0%0.012%
8/21/2026Legacy Financial Advisors Inc.13,106$1.48M0.2%+7.8%0.028%
8/20/2026Nwam LLC2,959$334K0.0%-25.4%0.006%
8/20/2026Straightline Group LLC370,591$41.83M19.7%+1.8%0.780%
8/20/2026Susquehanna International Group LLP8,442$953K0.0%-43.5%0.018%
8/20/2026Sigma Planning Corp31,423$3.55M0.1%-3.2%0.066%
8/20/2026Two Sigma Securities LLC1,932$218K0.0%N/A0.004%
8/20/2026Northwestern Mutual Wealth Management Co.1,209,723$136.55M0.1%+0.6%2.547%
8/19/2026Trustmark Bank Trust Department2,362$267K0.0%-39.6%0.005%
7/25/2026Silver Coast Investments LLC46,706$5.27M1.6%-0.4%0.098%
7/25/2026DORVAL Corp19,174$2.16M0.6%+20.4%0.040%
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7/25/2026Donor Advised Charitable Giving Inc.1,146$244K0.0%N/A0.002%
7/23/2026Mosley Wealth Management372$42K0.0%-67.2%0.001%
7/22/2026Lighthouse Wealth Management Inc.61,696$6.96M4.3%+4.3%0.129%
7/22/2026Duncan Williams Asset Management LLC33,834$3.82M0.9%-20.5%0.071%
7/21/2026Pearl Planning LLC6,907$780K0.4%+1.9%0.014%
7/21/2026Leavell Investment Management Inc.9,994$1.13M0.0%+20.2%0.021%
7/20/2026Hansen & Associates Financial Group Inc.6,251$717K0.4%+94.7%0.013%
7/20/2026Farmers & Merchants Investments Inc.255$29K0.0%N/A0.001%
7/20/2026Riverchase Wealth Management LLC9,362$208K0.1%N/A0.020%
7/10/2026Annex Advisory Services LLC2,664$301K0.0%-9.4%0.006%
7/10/2026HRC Wealth Management LLC5,947$671K0.3%+3.1%0.012%
7/10/2026KMG Fiduciary Partners LLC10,292$1.16M0.1%-28.9%0.021%
7/10/2026Redhawk Wealth Advisors Inc.25,164$2.84M0.3%+1.6%0.053%
7/10/2026Wealthcare Advisory Partners LLC48,013$5.42M0.1%-26.1%0.100%
7/9/2026Key Client Fiduciary Advisors LLC6,690$755K0.2%-11.4%0.014%
7/9/2026Focus Financial Network Inc.348,740$39.37M1.2%+1.6%0.728%
7/9/2026Melone Private Wealth LLC33,416$3.77M1.2%+0.9%0.070%
7/9/2026Whitaker Myers Wealth Managers LTD.5,718$645K0.1%-9.9%0.012%
7/9/2026Sax Wealth Advisors LLC186,619$19.29M0.7%-1.9%0.389%
7/9/2026Adamsbrown Wealth Consultants LLC46,918$5.30M1.0%-2.4%0.098%
7/9/2026Breakwater Capital Group8,305$937K0.1%-7.1%0.017%
7/8/2026TrueWealth Advisors LLC5,199$587K0.1%-9.1%0.011%
7/7/2026Dynamic Advisor Solutions LLC6,187$698K0.0%+8.6%0.013%
7/7/2026Harbor Investment Advisory LLC14,725$1.66M0.1%-2.5%0.031%
7/7/2026Prota Financial LLC49,037$5.53M3.6%-35.7%0.102%
7/6/2026Trilogy Capital Inc.207,094$23.38M0.9%+0.1%0.431%
7/1/2026Eastern Bank4,999$564K0.0%-28.0%0.010%
6/16/2026Steelhead Wealth Management LLC24,033$2.48M1.3%N/A0.050%
6/3/2026NewEdge Advisors LLC333,683$34.49M0.1%+7.4%0.691%
5/26/2026Glenmede Trust Co. NA800$83K0.0%+700.0%0.002%
5/19/2026Western Wealth Management LLC24,327$2.52M0.1%-12.3%0.050%
5/19/2026Mascagni Wealth Management Inc.55,327$5.72M4.1%+9.1%0.115%
5/19/2026Sonoma Allocations LLC15,374$1.60M0.6%-23.0%0.032%
5/19/2026NewEdge Advisors LLC185,650$19.19M0.4%-40.3%0.384%
5/19/2026Bank of America Corp DE657,026$67.92M0.0%+2.1%1.361%
5/19/2026Cassady Wealth & Retirement Planning LLC29,425$3.16M1.5%+11.2%0.061%
5/19/2026Centaurus Financial Inc.11,432$1.18M0.1%+1.1%0.024%
5/18/2026Royal Bank of Canada241,792$24.99M0.0%-2.5%0.501%
5/15/2026Cypress Capital Group3,570$369K0.0%N/A0.007%
5/15/2026Everest Financial Group LLC156,169$16.14M2.7%-3.4%0.323%
5/15/2026Waverly Advisors LLC27,762$2.87M0.0%+0.4%0.057%
5/14/2026Modern Wealth Management LLC83,340$8.70M0.1%-4.1%0.173%
5/14/2026Greenline Wealth Management LLC2,392$247K0.3%-15.3%0.005%
5/13/2026Cetera Investment Advisers1,402,483$144.98M0.2%+7.3%2.904%
5/13/2026Wealthspire Retirement LLC149,585$15.46M0.9%+5.3%0.310%
5/13/2026NewEdge Wealth LLC76,894$7.95M0.1%-3.4%0.159%
5/8/2026Pacific Sun Financial Corp11,454$1.18M0.6%+4.6%0.024%
5/8/2026PNC Financial Services Group Inc.439$45K0.0%+45.4%0.001%
5/7/2026Liberty Square Wealth Partners LLC92,178$9.53M2.7%+11.7%0.191%
5/7/2026Spartan Wealth Advisory Services LLC2,672$276K0.0%N/A0.006%
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5/6/2026Simon Quick Advisors LLC3,797$392K0.0%N/A0.008%
5/6/2026Independent Financial Group LLC15,140$1.57M0.0%N/A0.031%
5/6/2026Dahring Cusmano LLC36,341$3.76M2.3%-59.5%0.075%
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%
5/5/2026Sigma Planning Corp32,455$3.36M0.1%-4.6%0.067%
5/5/2026Nwam LLC3,969$410K0.0%-6.4%0.008%
5/4/2026NBZ Investment Advisors LLC130,929$13.53M5.9%+6.7%0.271%


XMHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 506 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), Cetera Investment Advisers ($144.98M), Vantagepoint Investment Advisers LLC ($143.44M), Northwestern Mutual Wealth Management Co. ($136.55M), Ameriprise Financial Inc. ($124.55M), and Raymond James Financial Inc. ($102.89M).Learn more on Invesco S&P MidCap Quality ETF's institutional investors.

Of the 454 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: Vantagepoint Investment Advisers LLC ($1.51M), Benjamin Edwards Inc. ($1.17M), Thrivent Financial for Lutherans ($1.09M), Raymond James Financial Inc. ($1.04M), LPL Financial LLC ($737.32K), Cetera Investment Advisers ($454.73K), and Waverly Advisors LLC ($445.47K).

Institutional investors have bought a total of 6,184,065 shares in the last 24 months. This purchase volume represents approximately $648.15M in transactions.

Of the 190 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. ($1.15M), LPL Financial LLC ($327.96K), Ameriprise Financial Inc. ($262.64K), Envestnet Asset Management Inc. ($246.18K), HighTower Advisors LLC ($228.06K), Syntegra Private Wealth Group LLC ($198.66K), and Adamsbrown Wealth Consultants LLC ($174.43K).

Institutional investors have sold a total of 4,575,633 shares in the last 24 months. This volume of shares sold represents approximately $475.68M in transactions.


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Institutional ownership data for NYSEARCA:XMHQ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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