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

Invesco S&P MidCap Quality ETF logo
$96.29 -2.73 (-2.76%)
Closing price 02/21/2025 04:10 PM Eastern
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$96.26 -0.03 (-0.03%)
As of 02/21/2025 06:53 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)
330
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$260.60M
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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
2/20/2025Westfuller Advisors LLC14,642$1.44M0.9%+10.6%0.033%
2/19/2025 WCG Wealth Advisors LLC94,838$9.34M0.6%+34.0%0.212%
2/18/2025 Western Wealth Management LLC5,245$516K0.2%-87.8%0.012%
2/18/2025 Sunbelt Securities Inc.2,226$220K0.0%N/A0.005%
2/18/2025 Pacific Center for Financial Services229,031$22.55M5.8%+3.2%0.511%
2/18/2025 Focus Partners Advisor Solutions LLC2,579$254K0.0%N/A0.006%
2/18/2025 First Heartland Consultants Inc.22,909$2.26M0.2%-33.5%0.051%
2/18/2025 Continuum Advisory LLC2,504$247K0.0%+5.7%0.006%
2/18/2025 Mpwm Advisory Solutions LLC1,401$138K0.1%N/A0.003%
2/17/2025 Waverly Advisors LLC21,584$2.13M0.0%+17.6%0.048%
2/17/2025 Visionary Wealth Advisors63,564$6.26M0.4%+3.6%0.142%
2/17/2025 Vista Cima Wealth Management LLC39,012$3.84M4.0%N/A0.087%
2/17/2025 Royal Bank of Canada280,904$27.66M0.0%+6.8%0.627%
2/17/2025 Millennium Management LLC3,929$387K0.0%+44.7%0.009%
2/17/2025 Global Assets Advisory LLC3,886$382K0.2%+4.0%0.009%
2/17/2025 Gotham Asset Management LLC44,824$4.41M0.0%+30.9%0.100%
2/17/2025 Focus Partners Wealth432,118$42.55M0.1%+21.1%0.965%
2/17/2025 D. E. Shaw & Co. Inc.34,699$3.42M0.0%-43.6%0.077%
2/17/2025 CoreCap Advisors LLC387$38K0.0%-35.6%0.001%
2/17/2025 Cambridge Investment Research Advisors Inc.523,050$51.51M0.2%+9.0%1.168%
2/17/2025 Cetera Investment Advisers594,091$58.50M0.1%+9.5%1.326%
2/17/2025 Cary Street Partners Financial LLC3,995$393K0.0%N/A0.009%
2/17/2025 Bank of America Corp DE567,094$55.84M0.0%+14.8%1.266%
2/17/2025 Benjamin Edwards Inc.1,184,911$116.68M1.7%+5.5%2.645%
2/17/2025 Ameriprise Financial Inc.1,893,415$186.34M0.0%+3.2%4.226%
2/17/2025 Aptus Capital Advisors LLC24,026$2.37M0.0%N/A0.054%
2/17/2025 360 Financial Inc.3,428$338K0.1%-20.8%0.008%
2/14/2025 Wise Wealth Partners10,978$1.08M2.7%N/A0.025%
2/14/2025 GG Group Ventures LLC20,319$2.00M2.6%+5.7%0.045%
2/14/2025 Comerica Bank20,236$1.99M0.0%+16.6%0.045%
2/14/2025 Firestone Capital Management21,255$2.09M0.5%-1.1%0.047%
2/14/2025 Schwallier Wealth Management LLC115,593$11.38M8.7%+2.9%0.258%
2/14/2025 Bellwether Advisors LLC286$28K0.0%N/A0.001%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.264$26K0.0%N/A0.001%
2/14/2025 Berger Financial Group Inc8,058$793K0.1%-2.7%0.018%
2/14/2025 Gerber Kawasaki Wealth & Investment Management143,401$14.12M0.6%+37.6%0.320%
2/14/2025 Integrated Wealth Concepts LLC16,697$1.64M0.0%+28.7%0.037%
2/14/2025 MGO One Seven LLC97,825$9.63M0.4%-2.4%0.218%
2/14/2025 Susquehanna International Group LLP50,745$5.00M0.0%N/A0.113%
2/14/2025 IHT Wealth Management LLC73,673$7.26M0.2%-4.9%0.164%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

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2/14/2025 OneDigital Investment Advisors LLC22,338$2.20M0.0%+192.8%0.050%
2/14/2025 Stifel Financial Corp1,798,266$177.08M0.2%+7.8%4.014%
2/14/2025 TD Waterhouse Canada Inc.74,557$7.34M0.1%N/A0.166%
2/14/2025 MML Investors Services LLC611,071$60.17M0.2%-0.7%1.364%
2/14/2025 GeoWealth Management LLC113,379$11.16M0.4%-19.4%0.253%
2/14/2025 Concourse Financial Group Securities Inc.77,022$8.00M0.4%+20.5%0.172%
2/13/2025 NewEdge Advisors LLC136,848$13.48M0.1%+38.2%0.305%
2/13/2025 Kane Investment Management Inc.5,982$589K0.3%N/A0.013%
2/13/2025 Belpointe Asset Management LLC18,604$1.88M0.1%-4.1%0.042%
2/13/2025 CreativeOne Wealth LLC23,800$2.34M0.1%+3.9%0.053%
2/13/2025 Mariner LLC52,578$5.18M0.0%+20.8%0.117%
2/13/2025 Trustmark National Bank Trust Department5,262$518K0.0%+5.2%0.012%
2/13/2025 SageView Advisory Group LLC6,990$688K0.0%N/A0.016%
2/13/2025 Fortis Capital Advisors LLC18,604$1.88M0.6%-4.1%0.042%
2/13/2025 Rockefeller Capital Management L.P.19,196$1.89M0.0%+18.1%0.043%
2/13/2025 NFP 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%
2/13/2025 Legacy Financial Advisors Inc.7,566$745K0.1%-9.4%0.017%
2/13/2025 Advisory Services Network LLC55,607$5.48M0.1%+23.7%0.124%
2/13/2025 Renaissance Technologies LLC19,700$1.94M0.0%N/A0.044%
2/13/2025 Rollins Financial Advisors LLC9,162$902K0.1%-24.2%0.020%
2/13/2025 Bank of Montreal Can49,172$4.84M0.0%+3.7%0.110%
2/13/2025 Concentrum Wealth Management29,069$2.86M1.0%+11.9%0.065%
2/13/2025 Trek Financial LLC7,551$744K0.1%+44.0%0.017%
2/13/2025 Titleist Asset Management LLC41,451$4.08M0.5%+21.8%0.093%
2/13/2025 Envestnet Asset Management Inc.432,085$42.55M0.0%+23.1%0.964%
2/13/2025 Perennial Investment Advisors LLC50,988$5.02M0.6%+29.3%0.114%
2/13/2025 Wells Fargo & Company MN260,212$25.62M0.0%+54.0%0.581%
2/13/2025 Smith Moore & CO.99,844$9.83M0.9%+3.8%0.223%
2/12/2025 Forge Financial Services LLC46,145$4.67M3.9%N/A0.103%
2/12/2025 Thoroughbred Financial Services LLC92,567$9.12M0.6%+15.0%0.207%
2/12/2025 Arete Wealth Advisors LLC9,084$896K0.1%-14.9%0.020%
2/12/2025 World Investment Advisors52,682$5.19M0.1%+5.4%0.118%
2/12/2025 Biltmore Family Office LLC13,801$1.36M0.2%+574.9%0.031%
2/12/2025 Milestone Investment Advisors LLC165,983$16.34M4.4%+2.3%0.370%
2/12/2025 Private Portfolio Partners LLC13,616$1.34M0.2%+19.0%0.030%
2/12/2025 Allie Family Office LLC2,561$252K0.1%N/A0.006%
2/12/2025 Edmond DE Rothschild Holding S.A.884,648$87.11M1.5%+0.2%1.975%
2/12/2025 Prevail Innovative Wealth Advisors LLC70,557$6.95M2.0%+71.2%0.157%
2/12/2025 CIBC Private Wealth Group LLC3,830$380K0.0%+7.9%0.009%
2/12/2025 OneAscent Wealth Management LLC4,765$469K0.2%+92.6%0.011%
2/12/2025 Brown Brothers Harriman & Co.12,230$1.20M0.0%-27.9%0.027%
2/12/2025 Level Four Advisory Services LLC88,557$8.72M0.4%+6.7%0.198%
2/12/2025 NBZ Investment Advisors LLC76,374$7.52M4.2%N/A0.170%
2/12/2025 Orion Portfolio Solutions LLC97,196$9.57M0.1%+31.3%0.217%
2/12/2025 JPMorgan Chase & Co.3,877$382K0.0%-95.1%0.009%
2/11/2025 Signature Estate & Investment Advisors LLC37,916$3.73M0.1%+6.3%0.085%
2/11/2025 Modern Wealth Management LLC73,655$7.44M0.3%N/A0.164%
2/11/2025 LPL Financial LLC5,341,244$525.95M0.2%+7.7%11.922%
2/11/2025 Absolute Capital Management LLC3,815$376K0.2%-3.1%0.009%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
2/11/2025 Sandy Spring Bank70,271$6.92M0.3%N/A0.157%
2/11/2025 Compass Ion Advisors LLC4,698$463K0.1%+83.6%0.010%
2/10/2025 Thrivent Financial for Lutherans1,061,614$107.59M0.2%+11.9%2.370%
2/10/2025 Axxcess Wealth Management LLC21,837$2.15M0.1%+9.8%0.049%
2/10/2025 Aspen Wealth Strategies LLC86,144$8.48M5.4%+7.0%0.192%
2/10/2025 Creative Financial Designs Inc. ADV15,053$1.48M0.1%+20.2%0.034%
2/10/2025 GWN Securities Inc.7,709$791K0.2%N/A0.017%
2/10/2025 Altus Wealth Group LLC53,172$5.24M2.3%+5.6%0.119%
2/10/2025 Harbour Investments Inc.48,615$4.79M0.1%+8.2%0.109%
2/10/2025 Envestnet Portfolio Solutions Inc.29,418$2.90M0.0%+12.2%0.066%
(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, 389 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 372 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 ($1.05M), Thrivent Financial for Lutherans ($1.04M), Raymond James Financial Inc. ($940.78K), and Confluence Investment Management LLC ($881.13K).

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

Institutional investors have bought a total of 28,870,458 shares in the last 24 months. This purchase volume represents approximately $2.78B in transactions.

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

Of the 124 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), Good Life Advisors LLC ($194.67K), Avior Wealth Management LLC ($188.37K), Christopher J. Hasenberg Inc ($153.96K), GGM Financials LLC ($143.31K), JPMorgan Chase & Co. ($126.54K), and Redhawk Wealth Advisors Inc. ($91.22K).

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

Institutional investors have sold a total of 2,778,141 shares in the last 24 months. This volume of shares sold represents approximately $271.63M in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 2/22/2025 by MarketBeat.com Staff
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