Free Trial
→ This Crypto Is Set to Explode in December (From Crypto 101 Media) (Ad) Free XMHQ Stock Alerts

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

Invesco S&P MidCap Quality ETF logo
$99.78 +0.35 (+0.35%)
(As of 12/20/2024 04:34 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
265
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$169.62M
Get XMHQ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Quality ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/3/2024 Boulder Wealth Advisors LLC74,931$7.69M4.2%N/A0.167%
11/25/2024 Tidal Investments LLC19,815$2.03M0.0%N/A0.044%
11/25/2024 World Investment Advisors LLC49,962$5.13M0.1%+114.9%0.112%
11/25/2024 Sanctuary Advisors LLC5,843$625K0.0%-4.1%0.013%
11/22/2024 Capstone Capital LLC2,130$218K0.2%N/A0.005%
11/18/2024 Arete Wealth Advisors LLC10,670$1.09M0.1%-46.3%0.024%
11/18/2024 GG Group Ventures LLC19,232$1.99M2.9%-3.1%0.043%
11/15/2024 Continuum Advisory LLC2,369$246K0.0%+17.2%0.005%
11/15/2024 Y Intercept Hong Kong Ltd20,212$2.07M0.1%N/A0.045%
11/15/2024 Glass Jacobson Investment Advisors llc8,688$891K0.3%+96.8%0.019%
11/15/2024 MML Investors Services LLC615,479$63.14M0.2%+14.5%1.374%
11/15/2024 Pacific Center for Financial Services221,970$22.77M6.0%+1.1%0.495%
11/15/2024 Orion Portfolio Solutions LLC74,022$7.59M0.2%+1,875.5%0.165%
11/15/2024 Jane Street Group LLC5,927$608K0.0%N/A0.013%
11/15/2024 Stifel Financial Corp1,668,901$171.20M0.2%+8.0%3.725%
11/15/2024 Swmg LLC17,668$1.85M0.8%-21.9%0.039%
11/15/2024 IHT Wealth Management LLC77,462$7.94M0.2%+4.7%0.173%
11/15/2024 Integrated Wealth Concepts LLC12,973$1.33M0.0%+1.8%0.029%
11/15/2024 HighTower Advisors LLC752,283$77.17M0.1%+93.0%1.679%
11/15/2024 Benjamin Edwards Inc.1,122,759$115.17M1.7%+2,305.0%2.506%
11/14/2024 Flow Traders U.S. LLC5,711$586K0.0%N/A0.013%
11/14/2024 Rockefeller Capital Management L.P.16,252$1.67M0.0%+7.1%0.036%
11/14/2024 CreativeOne Wealth LLC22,907$2.35M0.1%+18.1%0.051%
11/13/2024 FMR LLC4,315$443K0.0%+15.3%0.010%
11/13/2024 Bank of Montreal Can47,401$4.85M0.0%-39.8%0.106%
11/13/2024 Wiser Advisor Group LLC19,520$2.00M3.0%-1.3%0.044%
11/13/2024 Private Trust Co. NA1,322$136K0.0%+20.3%0.003%
11/13/2024 Independent Advisor Alliance13,008$1.33M0.0%+32.9%0.029%
11/12/2024 Centaurus Financial Inc.7,987$819K0.1%+9.4%0.018%
11/12/2024 Family Capital Management Inc.23,444$2.41M1.5%+11.2%0.052%
11/12/2024 Kingsview Wealth Management LLC10,643$1.09M0.0%+228.4%0.024%
11/12/2024 Great Valley Advisor Group Inc.42,225$4.33M0.1%-21.4%0.094%
11/12/2024 Nwam LLC3,183$326K0.0%N/A0.007%
11/12/2024 Meridian Wealth Management LLC54,592$5.60M0.3%+50.2%0.122%
11/12/2024 Biltmore Family Office LLC2,045$210K0.0%N/A0.005%
11/9/2024 LPL Financial LLC4,960,121$508.81M0.2%+7.7%11.072%
11/9/2024 Trustmark National Bank Trust Department5,000$513K0.0%+66.7%0.011%
11/9/2024 Cypress Capital Group80,942$8.30M0.9%-5.8%0.181%
11/8/2024 Avior Wealth Management LLC160,314$16.43M0.7%-28.2%0.358%
11/8/2024 New Millennium Group LLC35,583$3.65M2.4%+120.2%0.079%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
11/7/2024 Belmont Capital LLC5,188$532K0.1%N/A0.012%
11/7/2024 Schwallier Wealth Management LLC112,383$11.53M8.2%+6.2%0.251%
11/7/2024 OneAscent Wealth Management LLC2,474$254K0.1%N/A0.006%
11/7/2024 Spectrum Wealth Advisory Group LLC102,778$10.54M5.9%N/A0.229%
11/7/2024 MidAtlantic Capital Management Inc.753$77K0.1%N/A0.002%
11/7/2024 MAI Capital Management23,751$2.44M0.0%+24.4%0.053%
11/7/2024 Westfuller Advisors LLC13,240$1.36M1.0%N/A0.030%
11/7/2024 Thrivent Financial for Lutherans948,661$97.31M0.2%+100.9%2.118%
11/7/2024 Concord Asset Management LLC VA58,095$5.96M1.3%+6.6%0.130%
11/6/2024 KPP Advisory Services LLC164,013$16.82M4.0%+418.6%0.366%
11/6/2024 Signature Estate & Investment Advisors LLC35,684$3.66M0.1%-0.4%0.080%
11/6/2024 OneDigital Investment Advisors LLC7,630$783K0.0%N/A0.017%
11/6/2024 Traction Financial Partners LLC11,708$1.20M0.9%-2.5%0.026%
11/6/2024 Snider Financial Group40,519$4.16M1.5%+5.5%0.090%
11/6/2024 Schrum Private Wealth Management LLC4,600$472K0.2%+100.0%0.010%
11/6/2024 Kovack Advisors Inc.54,414$5.58M0.6%-25.0%0.121%
11/5/2024 First Heartland Consultants Inc.34,456$3.53M0.4%-31.4%0.077%
11/5/2024 Prime Capital Investment Advisors LLC3,428$352K0.0%+3.7%0.008%
11/5/2024 Harbour Investments Inc.44,948$4.61M0.1%-5.4%0.100%
11/4/2024 Venturi Wealth Management LLC21,230$2.18M0.1%+101.6%0.047%
11/4/2024 Alaska Wealth Advisors116,314$11.93M1.8%-1.2%0.260%
11/4/2024 Colonial River Investments LLC19,982$2.05M1.0%+4.0%0.045%
11/4/2024 Axxcess Wealth Management LLC19,892$2.04M0.1%+3.9%0.044%
11/4/2024 Sigma Planning Corp49,947$5.12M0.2%-19.0%0.111%
11/1/2024 Atria Investments Inc26,333$2.70M0.0%-10.5%0.059%
11/1/2024 Assetmark Inc.1,753$180K0.0%+318.4%0.004%
11/1/2024 SFG Wealth Management LLC.12,435$1.28M0.7%-4.6%0.028%
11/1/2024 Aspire Wealth Management Corp4,790$491K0.3%+26.3%0.011%
11/1/2024 Bensler LLC155,456$15.95M2.0%+6.8%0.347%
10/31/2024 Confluence Investment Management LLC518,323$53.17M0.7%+10.2%1.157%
10/31/2024 Consolidated Planning Corp37,694$3.87M0.6%N/A0.084%
10/31/2024 GGM Financials LLC165,613$16.99M14.6%+2.3%0.370%
10/31/2024 Advisor Resource Council3,951$405K0.2%N/A0.009%
10/30/2024 Milestone Investment Advisors LLC162,300$16.65M4.7%-6.7%0.362%
10/30/2024 Financial Partners Group Inc208,080$21.35M3.2%+6.3%0.464%
10/30/2024 Ameritas Advisory Services LLC41,062$4.21M0.2%+4.7%0.092%
10/30/2024 WFA Asset Management Corp171,100$17.55M9.5%+20.5%0.382%
10/29/2024 Roman Butler Fullerton & Co.13,963$1.45M0.4%+7.0%0.031%
10/29/2024 TrueWealth Advisors LLC46,651$4.79M1.6%N/A0.104%
10/29/2024 Confluence Wealth Services Inc.8,592$881K0.1%-68.2%0.019%
10/29/2024 Janney Montgomery Scott LLC106,811$10.96M0.0%+2.6%0.238%
10/29/2024 Financial Freedom LLC21,378$2.19M1.2%+6.5%0.048%
10/29/2024 Farther Finance Advisors LLC7,078$726K0.0%-4.1%0.016%
10/28/2024 Creative Financial Designs Inc. ADV12,526$1.29M0.1%+40.6%0.028%
10/28/2024 Focus Financial Network Inc.266,923$27.38M1.1%+6.4%0.596%
10/28/2024 Principal Securities Inc.59,378$6.09M0.1%+70.1%0.133%
10/28/2024 Penobscot Wealth Management38,563$3.96M2.1%+5.0%0.086%
10/28/2024 Aspen Wealth Strategies LLC80,523$8.26M5.3%+6.5%0.180%
10/28/2024 United Asset Strategies Inc.17,762$1.82M0.2%+96.1%0.040%
10/28/2024 US Bancorp DE46,878$4.81M0.0%+12.5%0.105%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

Click here for the ticker >>>
10/28/2024 HM Payson & Co.9,900$1.02M0.0%N/A0.022%
10/25/2024 Financial Advocates Investment Management11,753$1.21M0.1%-29.4%0.026%
10/25/2024 Twin Peaks Wealth Advisors LLC6,386$655K0.3%-2.6%0.014%
10/25/2024 Edge Financial Advisors LLC15,784$1.62M1.4%N/A0.035%
10/25/2024 Valmark Advisers Inc.24,689$2.53M0.0%+317.0%0.055%
10/25/2024 MONECO Advisors LLC5,665$581K0.1%+8.8%0.013%
10/24/2024 Hunter Associates Investment Management LLC79,306$8.14M1.3%+12.6%0.177%
10/24/2024 Concord Wealth Partners60,379$6.19M1.0%+4.6%0.135%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,860$293K0.0%+20.2%0.006%
10/24/2024 Family Investment Center Inc.231,080$23.70M6.0%+7.5%0.516%
(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, 305 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($508.81M), Stifel Financial Corp ($171.20M), Northwestern Mutual Wealth Management Co. ($120.87M), Benjamin Edwards Inc. ($115.17M), Commonwealth Equity Services LLC ($114.67M), Thrivent Financial for Lutherans ($97.31M), and Benjamin F. Edwards & Company Inc. ($95.01M).Learn more on XMHQ's institutional investors.

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

Of the 295 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 ($2.52M), Benjamin Edwards Inc. ($1.10M), Commonwealth Equity Services LLC ($1.05M), Thrivent Financial for Lutherans ($924.67K), Annex Advisory Services LLC ($908.15K), Confluence Investment Management LLC ($856.16K), and Edmond DE Rothschild Holding S.A. ($764.27K).

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

Institutional investors have bought a total of 23,959,971 shares in the last 24 months. This purchase volume represents approximately $2.28B in transactions.

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

Of the 90 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: Envestnet Asset Management Inc. ($933.29K), Christopher J. Hasenberg Inc ($153.96K), Advisor Group Holdings Inc. ($146.16K), Redhawk Wealth Advisors Inc. ($91.22K), ICA Group Wealth Management LLC ($72.20K), Avior Wealth Management LLC ($62.88K), and Benjamin F. Edwards & Company Inc. ($53.86K).

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

Institutional investors have sold a total of 2,064,321 shares in the last 24 months. This volume of shares sold represents approximately $194.10M in transactions.


Related Companies

This page (NYSEARCA:XMHQ) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Did You See Trump’s Bombshell Exec. Order 001?
Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...
Banyan Hill Publishing | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
AI breakthrough about to upend industry
Everyone is talking about AI right now. The talk has been endless ever since ChatGPT was released to the m...
Porter & Company | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored