Free Trial
→ Market Crash Warning: How to Protect Your Wealth Before August 12th (From American Alternative) (Ad) Free XMHQ Stock Alerts

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

Invesco S&P MidCap Quality ETF logo
$99.54 -1.53 (-1.51%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$99.46 -0.08 (-0.08%)
As of 08/1/2025 06:04 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 Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
337
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$938.00M
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
8/1/2025Biltmore Family Office LLC14,467$1.42M0.2%+6.8%0.029%
8/1/2025 GGM Financials LLC8,018$788K0.2%-54.6%0.016%
8/1/2025Reliant Investment Partners LLC7,522$739K0.6%-11.1%0.015%
8/1/2025GWN Securities Inc.11,948$1.17M0.2%-80.7%0.024%
8/1/2025Y Intercept Hong Kong Ltd4,564$448K0.0%N/A0.009%
8/1/2025Penobscot Wealth Management34,741$3.41M1.2%+2.9%0.069%
8/1/2025Ashton Thomas Private Wealth LLC2,908$286K0.0%N/A0.006%
8/1/2025Envestnet Asset Management Inc.493,472$48.48M0.0%-14.7%0.981%
7/31/2025 Mason & Associates Inc58,338$5.73M1.3%+1.8%0.116%
7/31/2025 Focus Partners Advisor Solutions LLC2,098$206K0.0%-36.0%0.004%
7/31/2025 Glass Jacobson Investment Advisors llc16,144$1.59M0.6%+7.2%0.032%
7/31/2025 WFA Asset Management Corp141,758$13.76M7.9%+426.3%0.282%
7/30/2025 KPP Advisory Services LLC187,923$18.46M3.0%-2.2%0.374%
7/30/2025 Roman Butler Fullerton & Co.14,117$1.47M0.4%-7.5%0.028%
7/30/2025 Bleakley Financial Group LLC115,642$11.36M0.3%+55.3%0.230%
7/30/2025 Principle Wealth Partners LLC67,824$6.66M0.4%-6.0%0.135%
7/30/2025 Onyx Bridge Wealth Group LLC101,182$9.94M1.3%+124.9%0.201%
7/30/2025 Family Capital Management Inc.30,181$2.97M1.6%+9.7%0.060%
7/30/2025 Brookstone Capital Management4,493$441K0.0%+22.0%0.009%
7/30/2025 Cullen Frost Bankers Inc.4,616$453K0.0%+90.8%0.009%
7/30/2025 Pacific Sun Financial Corp10,430$1.03M0.5%+1.6%0.021%
7/30/2025 Syntegra Private Wealth Group LLC205,463$20.19M2.1%-67.9%0.408%
7/30/2025 Liberty One Investment Management LLC57,150$5.61M0.6%+0.5%0.114%
7/30/2025 Atlantic Edge Private Wealth Management LLC30,091$2.96M0.8%-33.6%0.060%
7/30/2025 Journey Advisory Group LLC43,385$4.26M0.3%-1.7%0.086%
7/30/2025 Bogart Wealth LLC1,550$152K0.0%-51.3%0.003%
7/29/2025 Alaska Wealth Advisors6,234$612K0.1%-15.9%0.012%
7/29/2025 Altus Wealth Group LLC89,896$8.83M3.9%+0.7%0.179%
7/29/2025 Liberty Square Wealth Partners LLC44,819$4.40M1.5%+33.4%0.089%
7/29/2025 Signature Estate & Investment Advisors LLC39,169$3.85M0.1%+0.4%0.078%
7/29/2025 Stratos Wealth Partners LTD.156,702$15.39M0.2%+28.8%0.312%
7/29/2025 Private Trust Co. NA2,814$276K0.0%-50.2%0.006%
7/29/2025 Harbor Asset Planning Inc.25,963$2.55M2.4%N/A0.052%
7/28/2025 Sagace Wealth Management LLC35,379$3.48M2.6%-9.5%0.070%
7/28/2025 Mutual Advisors LLC4,612$481K0.0%+37.2%0.009%
7/28/2025 DORVAL Corp13,514$1.33M0.5%+43.9%0.027%
7/28/2025 Harbour Investments Inc.61,949$6.09M0.2%+17.4%0.123%
7/28/2025 Brown Financial Advisory4,229$415K0.2%+23.5%0.008%
7/28/2025 Axxcess Wealth Management LLC3,890$382K0.0%-12.9%0.008%
7/25/2025 Priebe Wealth Holdings LLC21,661$2.13M1.8%+4.0%0.043%
This New Rule Could Change Everything (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
7/25/2025 Atria Wealth Solutions Inc.82,783$8.15M0.2%-45.4%0.165%
7/25/2025 Envestnet Portfolio Solutions Inc.14,110$1.39M0.0%-55.4%0.028%
7/25/2025 Concord Asset Management LLC VA80,358$7.89M1.2%+1.8%0.160%
7/25/2025 Sequoia Financial Advisors LLC3,498$344K0.0%-4.4%0.007%
7/25/2025 Total Clarity Wealth Management Inc.2,198$216K0.1%-49.0%0.004%
7/25/2025 MGO One Seven LLC74,297$7.30M0.2%-10.9%0.148%
7/25/2025 Stephens Consulting LLC11,714$1.15M0.3%-69.5%0.023%
7/25/2025 CWM LLC12,678$1.25M0.0%+18.6%0.025%
7/25/2025 Wealth Advisory Team LLC33,613$3.30M3.1%N/A0.067%
7/25/2025 Johnson Investment Counsel Inc.3,678$361K0.0%+4.5%0.007%
7/24/2025 Trust Co. of Toledo NA OH160,283$15.75M1.7%N/A0.319%
7/24/2025 Eastern Bank37,249$3.66M0.1%-32.6%0.074%
7/24/2025 IFP Advisors Inc1,278$125K0.0%-7.3%0.003%
7/24/2025 Live Oak Investment Partners43,184$4.24M3.3%-2.1%0.086%
7/23/2025 Opulen Financial Group LLC10,154$998K0.8%-2.6%0.020%
7/23/2025 Sax Wealth Advisors LLC149,524$14.69M0.9%+28.4%0.297%
7/23/2025 Venturi Wealth Management LLC23,863$2.34M0.1%+7.9%0.047%
7/23/2025 Kingswood Wealth Advisors LLC27,805$2.73M0.2%-11.8%0.055%
7/23/2025 Elm3 Financial Group LLC4,892$481K0.4%-42.7%0.010%
7/23/2025 Prime Capital Investment Advisors LLC4,211$414K0.0%+7.6%0.008%
7/22/2025 HRC Wealth Management LLC3,849$378K0.2%-11.4%0.008%
7/22/2025 Valley National Advisers Inc.451$44K0.0%-48.0%0.001%
7/22/2025 Duncan Williams Asset Management LLC23,150$2.27M0.3%-9.4%0.046%
7/22/2025 Global Assets Advisory LLC2,451$243K0.1%-73.0%0.005%
7/22/2025 Merit Financial Group LLC91,960$9.03M0.1%-3.0%0.183%
7/22/2025 Brown Miller Wealth Management LLC15,853$1.56M0.5%+5.9%0.032%
7/22/2025 Wealthcare Advisory Partners LLC66,528$6.54M0.1%+20.9%0.132%
7/22/2025 Berger Financial Group Inc7,574$744K0.0%-3.6%0.015%
7/22/2025 USAdvisors Wealth Management LLC65,497$6.44M2.4%-0.3%0.130%
7/21/2025 Precedent Wealth Partners LLC78,742$7.74M1.9%+7.7%0.157%
7/21/2025 Ameritas Advisory Services LLC37,594$3.69M0.2%-15.8%0.075%
7/21/2025 DHJJ Financial Advisors Ltd.67,580$6.64M2.4%+6.6%0.134%
7/18/2025 Consolidated Planning Corp39,168$3.85M0.5%-3.4%0.078%
7/18/2025 Madrona Financial Services LLC116,068$11.40M2.7%+3.4%0.231%
7/18/2025 Trilogy Capital Inc.328,016$32.22M1.6%-3.1%0.652%
7/18/2025 Lynx Investment Advisory2,173$213K0.1%N/A0.004%
7/18/2025 Truist Financial Corp10,689$1.05M0.0%-37.6%0.021%
7/17/2025 Trivium Point Advisory LLC73,938$7.26M0.8%+4.2%0.147%
7/17/2025 Janney Montgomery Scott LLC107,376$10.55M0.0%-0.2%0.213%
7/17/2025 Smith Anglin Financial LLC10,741$1.06M0.1%-21.5%0.021%
7/17/2025 Fifth Third Securities Inc.107,715$10.58M0.8%-2.1%0.214%
7/17/2025 Avior Wealth Management LLC11,576$1.14M0.0%-58.3%0.023%
7/17/2025 XY Planning Network Inc.11,287$1.11M0.4%+68.6%0.022%
7/17/2025 Hengehold Capital Management LLC10,487$1.03M0.1%-94.0%0.021%
7/17/2025 Tempus Wealth Planning LLC11,000$1.08M0.3%-57.0%0.022%
7/16/2025 New Insight Wealth Advisors23,345$2.29M0.9%+2.2%0.046%
7/16/2025 Cadent Capital Advisors LLC10,962$1.08M0.3%-7.3%0.022%
7/16/2025 Perigon Wealth Management LLC3,603$354K0.0%-29.1%0.007%
7/16/2025 Ayalon Insurance Comp Ltd.10,080$990K0.3%+170.2%0.020%
7/15/2025 Capstone Capital LLC2,130$209K0.2%N/A0.004%
This New Rule Could Change Everything (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
7/15/2025 Traction Financial Partners LLC96,985$9.53M6.5%-2.6%0.193%
7/15/2025 CHB Investment Group LLC22,983$2.26M1.2%-0.7%0.046%
7/15/2025 Axis Wealth Partners LLC3,580$352K0.2%+15.3%0.007%
7/15/2025 Family Investment Center Inc.139,452$13.70M3.1%+3.0%0.277%
7/15/2025 Financial Partners Group Inc35,953$3.53M0.5%-31.3%0.071%
7/15/2025 Bfsg LLC31,232$3.07M0.3%+3.9%0.062%
7/14/2025 MFA Wealth Advisors LLC29,098$2.86M0.7%-58.5%0.058%
7/14/2025 AdvisorNet Financial Inc1,981$195K0.0%-12.4%0.004%
7/14/2025 Masso Torrence Wealth Management Inc.134,117$13.18M6.1%+3.8%0.267%
7/14/2025 Lighthouse Wealth Management Inc.70,715$6.95M6.0%-6.9%0.141%
(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, 438 institutional investors and hedge funds held shares of Invesco S&P MidCap Quality ETF. The most heavily invested institutionals were LPL Financial LLC ($475.26M), Stifel Financial Corp ($177.08M), Northwestern Mutual Wealth Management Co. ($168.42M), Ameriprise Financial Inc. ($125.05M), Commonwealth Equity Services LLC ($116.56M), Benjamin Edwards Inc. ($111.02M), and Thrivent Financial for Lutherans ($107.59M).Learn more on Invesco S&P MidCap Quality ETF's institutional investors.

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

Of the 415 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 ($2.32M), Benjamin Edwards Inc. ($1.19M), Commonwealth Equity Services LLC ($1.19M), Annex Advisory Services LLC ($1.11M), Thrivent Financial for Lutherans ($1.04M), Raymond James Financial Inc. ($1.04M), and Stifel Financial Corp ($797.85K).

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

Institutional investors have bought a total of 15,213,331 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

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

Of the 193 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: Annex Advisory Services LLC ($1.10M), Envestnet Asset Management Inc. ($1.02M), Smith Anglin Financial LLC ($777.64K), Ameriprise Financial Inc. ($527.22K), Syntegra Private Wealth Group LLC ($505.17K), Eastern Bank ($479.64K), and Bogart Wealth LLC ($398.73K).

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

Institutional investors have sold a total of 9,906,106 shares in the last 24 months. This volume of shares sold represents approximately $938.00M in transactions.


Related Companies

This page (NYSEARCA:XMHQ) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored