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

Invesco S&P MidCap Quality ETF logo
$88.91 -0.15 (-0.17%)
Closing price 04/15/2025 04:10 PM Eastern
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$88.95 +0.04 (+0.04%)
As of 04/15/2025 07:37 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)
333
Total
Institutional Inflows
(last 12 months)
$1.90B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$363.96M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025GPS Wealth Strategies Group LLC18,977$1.74M0.2%+8.7%0.032%
4/15/2025Focus Financial Network Inc.302,492$27.69M1.1%+7.3%0.514%
4/15/2025Traction Financial Partners LLC99,575$9.11M7.1%+594.3%0.169%
4/15/2025Redhawk Wealth Advisors Inc.22,007$2.01M0.3%-65.6%0.037%
4/15/2025Wealthcare Advisory Partners LLC55,038$5.04M0.1%-18.4%0.094%
4/14/2025 WFA Asset Management Corp26,934$2.47M1.4%-84.4%0.046%
4/14/2025 Farther Finance Advisors LLC5,417$502K0.0%-11.5%0.009%
4/14/2025 Priebe Wealth Holdings LLC20,830$1.91M1.2%+108.8%0.035%
4/14/2025 Park Avenue Securities LLC6,544$599K0.0%+49.9%0.011%
4/14/2025 KMG Fiduciary Partners LLC13,877$1.27M0.1%+11.6%0.024%
4/14/2025 Whitaker Myers Wealth Managers LTD.6,861$628K0.2%+3.0%0.012%
4/14/2025 UMB Bank n.a.289,341$26.48M0.4%+156.2%0.492%
4/11/2025 GGM Financials LLC17,669$1.62M1.1%-20.8%0.030%
4/11/2025 Snider Financial Group49,537$4.53M1.5%+6.2%0.084%
4/11/2025 Adamsbrown Wealth Consultants LLC199,733$18.28M5.7%+27.1%0.340%
4/11/2025 Northwest Financial Advisors4,337$397K0.3%+20.5%0.007%
4/11/2025 Ullmann Wealth Partners Group LLC3,560$326K0.0%-45.1%0.006%
4/11/2025 Annex Advisory Services LLC1,109,163$101.52M2.9%+5.4%1.886%
4/10/2025 Fermata Advisors LLC29,447$2.70M0.5%-71.0%0.050%
4/10/2025 Secure Asset Management LLC22,633$2.07M0.4%-75.2%0.038%
4/10/2025 TruWealth Advisors LLC290,700$26.61M1.6%+45.6%0.494%
4/10/2025 Cathy Pareto & Associates Inc.6,156$563K0.5%-35.3%0.010%
4/10/2025 Peak Financial Advisors LLC29,584$2.71M1.4%+21.4%0.050%
4/10/2025 TrueWealth Advisors LLC61,346$5.62M1.8%+14.8%0.104%
4/10/2025 Smith Anglin Financial LLC13,675$1.25M0.1%-98.3%0.023%
4/9/2025 Merit Financial Group LLC94,816$8.68M0.1%+9.5%0.161%
4/9/2025 Harbor Investment Advisory LLC13,122$1.20M0.1%+2.6%0.022%
4/9/2025 NBC Securities Inc.476$43K0.0%N/A0.001%
4/8/2025 Presidio Capital Management LLC4,040$370K0.2%N/A0.007%
4/7/2025 AdvisorNet Financial Inc2,262$207K0.0%N/A0.004%
4/1/2025 Confluence Investment Management LLC548,049$50.16M0.7%+0.9%0.932%
3/24/2025Mascagni Wealth Management Inc.50,821$5.00M4.3%N/A0.085%
3/17/2025Wealth Enhancement Advisory Services LLC46,592$4.59M0.0%+25.2%0.078%
3/14/2025Tableaux LLC68,403$6.74M5.6%N/A0.115%
2/27/2025XY Planning Network Inc.6,232$614K0.5%N/A0.010%
2/25/2025Armis Advisers LLC3,143$309K0.0%N/A0.005%
2/24/2025Liberty Square Wealth Partners LLC29,841$2.99M1.1%N/A0.049%
2/24/2025Great Valley Advisor Group Inc.40,332$3.97M0.1%-4.5%0.066%
2/24/2025Ameriflex Group Inc.1,960$198K0.1%N/A0.003%
2/20/2025Westfuller Advisors LLC14,642$1.44M0.9%+10.6%0.033%
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2/19/2025WCG Wealth Advisors LLC94,838$9.34M0.6%+34.0%0.212%
2/18/2025Western Wealth Management LLC5,245$516K0.2%-87.8%0.012%
2/18/2025Sunbelt Securities Inc.2,226$220K0.0%N/A0.005%
2/18/2025Pacific Center for Financial Services229,031$22.55M5.8%+3.2%0.511%
2/18/2025Focus Partners Advisor Solutions LLC2,579$254K0.0%N/A0.006%
2/18/2025First Heartland Consultants Inc.22,909$2.26M0.2%-33.5%0.051%
2/18/2025Continuum Advisory LLC2,504$247K0.0%+5.7%0.006%
2/18/2025Mpwm Advisory Solutions LLC1,401$138K0.1%N/A0.003%
2/17/2025Waverly Advisors LLC21,584$2.13M0.0%+17.6%0.048%
2/17/2025Visionary Wealth Advisors63,564$6.26M0.4%+3.6%0.142%
2/17/2025Vista Cima Wealth Management LLC39,012$3.84M4.0%N/A0.087%
2/17/2025Royal Bank of Canada280,904$27.66M0.0%+6.8%0.627%
2/17/2025Millennium Management LLC3,929$387K0.0%+44.7%0.009%
2/17/2025Global Assets Advisory LLC3,886$382K0.2%+4.0%0.009%
2/17/2025Gotham Asset Management LLC44,824$4.41M0.0%+30.9%0.100%
2/17/2025Focus Partners Wealth432,118$42.55M0.1%+21.1%0.965%
2/17/2025D. E. Shaw & Co. Inc.34,699$3.42M0.0%-43.6%0.077%
2/17/2025CoreCap Advisors LLC387$38K0.0%-35.6%0.001%
2/17/2025Cambridge Investment Research Advisors Inc.523,050$51.51M0.2%+9.0%1.168%
2/17/2025Cetera Investment Advisers594,091$58.50M0.1%+9.5%1.326%
2/17/2025Cary Street Partners Financial LLC3,995$393K0.0%N/A0.009%
2/17/2025Bank of America Corp DE567,094$55.84M0.0%+14.8%1.266%
2/17/2025Benjamin Edwards Inc.1,184,911$116.68M1.7%+5.5%2.645%
2/17/2025Ameriprise Financial Inc.1,893,415$186.34M0.0%+3.2%4.226%
2/17/2025Aptus Capital Advisors LLC24,026$2.37M0.0%N/A0.054%
2/17/2025360 Financial Inc.3,428$338K0.1%-20.8%0.008%
2/14/2025Wise Wealth Partners10,978$1.08M2.7%N/A0.025%
2/14/2025GG Group Ventures LLC20,319$2.00M2.6%+5.7%0.045%
2/14/2025Comerica Bank20,236$1.99M0.0%+16.6%0.045%
2/14/2025Firestone Capital Management21,255$2.09M0.5%-1.1%0.047%
2/14/2025Schwallier Wealth Management LLC115,593$11.38M8.7%+2.9%0.258%
2/14/2025Bellwether Advisors LLC286$28K0.0%N/A0.001%
2/14/2025Marshall & Sterling Wealth Advisors Inc.264$26K0.0%N/A0.001%
2/14/2025Berger Financial Group Inc8,058$793K0.1%-2.7%0.018%
2/14/2025Gerber Kawasaki Wealth & Investment Management143,401$14.12M0.6%+37.6%0.320%
2/14/2025Integrated Wealth Concepts LLC16,697$1.64M0.0%+28.7%0.037%
2/14/2025MGO One Seven LLC97,825$9.63M0.4%-2.4%0.218%
2/14/2025Susquehanna International Group LLP50,745$5.00M0.0%N/A0.113%
2/14/2025IHT Wealth Management LLC73,673$7.26M0.2%-4.9%0.164%
2/14/2025OneDigital Investment Advisors LLC22,338$2.20M0.0%+192.8%0.050%
2/14/2025Stifel Financial Corp1,798,266$177.08M0.2%+7.8%4.014%
2/14/2025TD Waterhouse Canada Inc.74,557$7.34M0.1%N/A0.166%
2/14/2025MML Investors Services LLC611,071$60.17M0.2%-0.7%1.364%
2/14/2025GeoWealth Management LLC113,379$11.16M0.4%-19.4%0.253%
2/14/2025Concourse Financial Group Securities Inc.77,022$8.00M0.4%+20.5%0.172%
2/13/2025NewEdge Advisors LLC136,848$13.48M0.1%+38.2%0.305%
2/13/2025Kane Investment Management Inc.5,982$589K0.3%N/A0.013%
2/13/2025Belpointe Asset Management LLC18,604$1.88M0.1%-4.1%0.042%
2/13/2025CreativeOne Wealth LLC23,800$2.34M0.1%+3.9%0.053%
2/13/2025Mariner LLC52,578$5.18M0.0%+20.8%0.117%
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2/13/2025Trustmark National Bank Trust Department5,262$518K0.0%+5.2%0.012%
2/13/2025SageView Advisory Group LLC6,990$688K0.0%N/A0.016%
2/13/2025Fortis Capital Advisors LLC18,604$1.88M0.6%-4.1%0.042%
2/13/2025Rockefeller Capital Management L.P.19,196$1.89M0.0%+18.1%0.043%
2/13/2025NFP Retirement Inc.117,290$11.55M0.9%-0.6%0.262%
2/13/2025 Glass Jacobson Investment Advisors llc15,053$1.48M0.5%+73.3%0.034%
2/13/2025Legacy Financial Advisors Inc.7,566$745K0.1%-9.4%0.017%
2/13/2025Advisory Services Network LLC55,607$5.48M0.1%+23.7%0.124%
2/13/2025Renaissance Technologies LLC19,700$1.94M0.0%N/A0.044%
2/13/2025Rollins Financial Advisors LLC9,162$902K0.1%-24.2%0.020%
(Data available from 1/1/2016 forward)

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XMHQ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMHQ shares?

During the previous two years, 396 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($525.95M), Ameriprise Financial Inc. ($186.34M), Stifel Financial Corp ($177.08M), Northwestern Mutual Wealth Management Co. ($120.87M), Commonwealth Equity Services LLC ($117.65M), Benjamin Edwards Inc. ($116.68M), and Thrivent Financial for Lutherans ($107.59M).Learn more on XMHQ's institutional investors.

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

Of the 379 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 ($2.61M), Benjamin Edwards Inc. ($1.16M), Commonwealth Equity Services LLC ($1.12M), Annex Advisory Services LLC ($1.11M), Thrivent Financial for Lutherans ($1.04M), Raymond James Financial Inc. ($940.78K), and Confluence Investment Management LLC ($885.88K).

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

Institutional investors have bought a total of 29,387,484 shares in the last 24 months. This purchase volume represents approximately $2.83B in transactions.

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

Of the 130 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), Smith Anglin Financial LLC ($774.71K), Good Life Advisors LLC ($194.67K), Avior Wealth Management LLC ($188.37K), Christopher J. Hasenberg Inc ($153.96K), GGM Financials LLC ($147.94K), and WFA Asset Management Corp ($145.94K).

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

Institutional investors have sold a total of 3,906,693 shares in the last 24 months. This volume of shares sold represents approximately $374.95M in transactions.



This page (NYSEARCA:XMHQ) was last updated on 4/16/2025 by MarketBeat.com Staff
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