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

Invesco S&P MidCap Quality ETF logo
$113.59 +0.83 (+0.74%)
As of 07/24/2026 04:10 PM 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)
294
Total
Institutional Inflows
(last 12 months)
$726.86M
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$779.92M
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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
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%
7/25/2026Donor Advised Charitable Giving Inc.1,146$244K0.0%N/A0.002%
7/23/2026 Mosley Wealth Management372$42K0.0%-67.2%0.001%
7/22/2026 Lighthouse Wealth Management Inc.61,696$6.96M4.3%+4.3%0.129%
7/22/2026 Duncan Williams Asset Management LLC33,834$3.82M0.9%-20.5%0.071%
7/21/2026 Pearl Planning LLC6,907$780K0.4%+1.9%0.014%
7/21/2026 Leavell Investment Management Inc.9,994$1.13M0.0%+20.2%0.021%
7/20/2026 Hansen & Associates Financial Group Inc.6,251$717K0.4%+94.7%0.013%
7/20/2026 Farmers & Merchants Investments Inc.255$29K0.0%N/A0.001%
7/20/2026 Riverchase Wealth Management LLC9,362$208K0.1%N/A0.020%
7/10/2026 Annex Advisory Services LLC2,664$301K0.0%-9.4%0.006%
7/10/2026 HRC Wealth Management LLC5,947$671K0.3%+3.1%0.012%
7/10/2026 KMG Fiduciary Partners LLC10,292$1.16M0.1%-28.9%0.021%
7/10/2026 Redhawk Wealth Advisors Inc.25,164$2.84M0.3%+1.6%0.053%
7/10/2026 Wealthcare Advisory Partners LLC48,013$5.42M0.1%-26.1%0.100%
7/9/2026 Key Client Fiduciary Advisors LLC6,690$755K0.2%-11.4%0.014%
7/9/2026 Focus Financial Network Inc.348,740$39.37M1.2%+1.6%0.728%
7/9/2026 Melone Private Wealth LLC33,416$3.77M1.4%+0.9%0.070%
7/9/2026 Whitaker Myers Wealth Managers LTD.5,718$645K0.1%-9.9%0.012%
7/9/2026 Sax Wealth Advisors LLC186,619$19.29M0.7%-1.9%0.389%
7/9/2026 Adamsbrown Wealth Consultants LLC46,918$5.30M1.0%-2.4%0.098%
7/9/2026 Breakwater Capital Group8,305$937K0.1%-7.1%0.017%
7/8/2026 TrueWealth Advisors LLC5,199$587K0.1%-9.1%0.011%
7/7/2026 Dynamic Advisor Solutions LLC6,187$698K0.0%+8.6%0.013%
7/7/2026 Harbor Investment Advisory LLC14,725$1.66M0.1%-2.5%0.031%
7/7/2026 Prota Financial LLC49,037$5.53M3.6%-35.7%0.102%
7/6/2026 Trilogy Capital Inc.207,094$23.38M0.9%+0.1%0.431%
7/1/2026 Eastern 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%
5/19/2026 Sonoma 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%
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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%
5/14/2026 Greenline 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%
5/6/2026Simon Quick Advisors LLC3,797$392K0.0%N/A0.008%
5/6/2026 Independent 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%
5/5/2026 Nwam LLC3,969$410K0.0%-6.4%0.008%
5/4/2026NBZ Investment Advisors LLC130,929$13.53M5.9%+6.7%0.271%
5/4/2026Bleakley Financial Group LLC137,145$14.18M0.2%+1.9%0.284%
5/4/2026Parr Mcknight Wealth Management Group LLC31,716$3.28M0.4%N/A0.066%
5/1/2026Fifth 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%
4/30/2026Roman 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%
4/30/2026Kestra Advisory Services LLC191,771$19.82M0.1%+5.4%0.397%
4/30/2026Money Concepts Capital Corp6,094$630K0.0%+4.9%0.013%
4/29/2026Sagace 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%
4/29/2026Centerpoint Advisory Group31,784$3.29M2.5%-2.3%0.066%
4/28/2026Westfuller Advisors LLC14,802$1.53M0.7%-3.3%0.031%
4/28/2026Berger 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%
4/27/2026Baer Investment Advisory LLC6,454$667K0.1%N/A0.013%
4/27/2026World Investment Advisors51,702$5.34M0.1%-4.0%0.107%
4/27/2026USAdvisors Wealth Management LLC71,830$7.22M2.4%+1.3%0.149%
4/27/2026Private Advisor Group LLC246,575$25.49M0.1%+7.3%0.511%
4/25/2026Axis Wealth Partners LLC3,107$321K0.2%-20.3%0.006%
4/25/2026Northwest Financial Advisors4,796$496K1.0%+9.3%0.010%
4/25/2026KPP Advisory Services LLC183,355$18.95M2.8%-3.1%0.379%
4/24/2026Root 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%
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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%
4/23/2026Wiser Advisor Group LLC22,965$2.37M2.9%+1.9%0.047%
4/22/2026Janney 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%
4/22/2026Narus 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%


XMHQ Institutional Ownership - Frequently Asked Questions

During the previous two years, 515 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), 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.

Of the 471 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), Raymond James Financial Inc. ($1.04M), Cetera Investment Advisers ($500.54K), and Commonwealth Equity Services LLC ($472.63K).

Institutional investors have bought a total of 7,080,916 shares in the last 24 months. This purchase volume represents approximately $726.86M in transactions.

Of the 208 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. ($1.46M), Benjamin Edwards Inc. ($1.21M), Syntegra Private Wealth Group LLC ($633.50K), LPL Financial LLC ($327.96K), MML Investors Services LLC ($315.36K), Commonwealth Equity Services LLC ($314.09K), and Envestnet Asset Management Inc. ($270.45K).

Institutional investors have sold a total of 7,691,926 shares in the last 24 months. This volume of shares sold represents approximately $779.92M in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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