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

Invesco S&P MidCap Quality ETF logo
$103.21 +0.96 (+0.94%)
(As of 11:20 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
262
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$169.59M
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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
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%
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%
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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%
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%
This thing would have won 534 of the 550 trades placed in the last 11 years (Ad)

Choosing what your next move will be is one of the most difficult choices investors are faced with today — especially in turbulent markets like these. But what if there was one technique that checked all these boxes? ✅ Allows traders of all stripes to target extra income week after week ✅ Won 534 of 550 trades according to our backtesting on 11-years worth of data ✅ Has maintained a shocking 97.1% through every market condition imaginable ✅ Sets up “Weekly Windfalls” every week so that it’s never trading opposite the broad market direction Well, we’re here to tell you, that strategy isn’t a pipe dream… It’s the same flagship strategy Chris Pulver just released an urgent briefing on! And your friends at Prosperity Pub have secured the video just for you. And with the very next trade dropping THIS WEEK you couldn't have better timing! While we cannot promise future returns or against losses, you have to…

While we cannot promise future returns or against losses, you have to…  Check out this training ses
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%
10/24/2024 OMNI 360 Wealth Inc.4,486$460K0.3%-35.7%0.010%
10/24/2024 J.W. Cole Advisors Inc.21,191$2.17M0.1%+12.2%0.047%
10/24/2024 Capital Advisors Ltd. LLC277$28K0.0%-81.3%0.001%
10/24/2024 Wealth Enhancement Advisory Services LLC37,211$3.82M0.0%-15.7%0.083%
10/24/2024 Masso Torrence Wealth Management Inc.118,761$12.18M6.6%+1.3%0.265%
(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, 301 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 291 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 23,845,067 shares in the last 24 months. This purchase volume represents approximately $2.27B in transactions.

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

Of the 89 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 2,064,072 shares in the last 24 months. This volume of shares sold represents approximately $194.07M in transactions.



This page (NYSEARCA:XMHQ) was last updated on 11/20/2024 by MarketBeat.com Staff
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