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

Invesco S&P MidCap Quality ETF logo
$103.94 +1.62 (+1.58%)
Closing price 04:10 PM Eastern
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$103.74 -0.19 (-0.19%)
As of 06:34 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)
266
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$190.97M
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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
1/21/2025PCG Wealth Advisors LLC50,877$5.01M1.8%+8.1%0.114%
1/21/2025Southland Equity Partners LLC3,850$379K0.1%+17.7%0.009%
1/21/2025Cornerstone Wealth Management LLC75,651$7.45M0.5%+6.5%0.169%
1/17/2025 Key Client Fiduciary Advisors LLC7,738$762K0.3%+2.2%0.017%
1/17/2025 Secure Asset Management LLC91,092$8.97M1.4%+11.0%0.203%
1/17/2025 Madrona Financial Services LLC49,872$4.91M1.3%+1,564.6%0.111%
1/17/2025 Galvin Gaustad & Stein LLC3,000$295K0.0%N/A0.007%
1/17/2025 Capital Planning Advisors LLC346,527$34.12M5.3%+13.4%0.773%
1/17/2025 Avior Wealth Management LLC34,830$3.43M0.1%-78.3%0.078%
1/17/2025 Mutual Advisors LLC8,377$855K0.0%+20.5%0.019%
1/17/2025 Janney Montgomery Scott LLC115,745$11.40M0.0%+8.4%0.258%
1/17/2025 Sheets Smith Wealth Management11,458$1.13M0.1%+1.4%0.026%
1/17/2025 Atomi Financial Group Inc.3,082$303K0.0%+49.2%0.007%
1/16/2025 Priebe Wealth Holdings LLC9,975$982K0.7%+22.0%0.022%
1/16/2025 Harbor Investment Advisory LLC12,789$1.26M0.1%+278.3%0.029%
1/16/2025 UMB Bank n.a.112,925$11.12M0.2%N/A0.252%
1/16/2025 Financial Freedom LLC24,005$2.36M1.2%+12.3%0.054%
1/16/2025 Annex Advisory Services LLC1,052,604$103.65M3.1%+15.9%2.350%
1/16/2025 Liberty One Investment Management LLC58,688$5.78M0.6%-3.6%0.131%
1/15/2025 Meridian Financial LLC7,542$743K0.5%-1.6%0.017%
1/15/2025 TruWealth Advisors LLC199,714$19.67M1.2%+193.7%0.446%
1/15/2025 Ameritas Advisory Services LLC42,793$4.21M0.1%+4.2%0.096%
1/15/2025 Arkadios Wealth Advisors7,555$744K0.0%+35.9%0.017%
1/15/2025 TrueWealth Advisors LLC53,415$5.26M1.8%+14.5%0.119%
1/15/2025 Sax Wealth Advisors LLC98,615$9.71M0.8%-0.7%0.220%
1/15/2025 Merit Financial Group LLC86,602$8.53M0.2%+130.2%0.193%
1/15/2025 Wealthcare Advisory Partners LLC67,463$6.64M0.2%+22.2%0.151%
1/15/2025 KMG Fiduciary Partners LLC12,431$1.22M0.1%+13.2%0.028%
1/15/2025 Fermata Advisors LLC101,505$10.00M1.9%+6.5%0.227%
1/14/2025 Mason & Associates Inc54,206$5.34M1.3%+16.3%0.121%
1/14/2025 Sagace Wealth Management LLC39,165$3.86M2.9%-47.1%0.087%
1/14/2025 Pinnacle Bancorp Inc.800$79K0.0%N/A0.002%
1/14/2025 Redhawk Wealth Advisors Inc.63,917$6.29M0.9%+3.2%0.143%
1/14/2025 Smith Anglin Financial LLC788,382$77.63M7.3%+4.7%1.760%
1/14/2025 Peak Financial Advisors LLC24,377$2.40M1.2%N/A0.054%
1/14/2025 Park Avenue Securities LLC4,367$430K0.0%N/A0.010%
1/14/2025 Signal Advisors Wealth LLC3,602$355K0.0%-6.5%0.008%
1/13/2025 PSI Advisors LLC45,654$4.50M1.3%+0.9%0.102%
1/13/2025 CHB Investment Group LLC22,921$2.26M1.2%-5.8%0.051%
1/13/2025 Eastern Bank516,890$50.90M0.9%+1.0%1.154%
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1/13/2025 Brookstone Capital Management3,622$357K0.0%+20.1%0.008%
1/2/2025 Confluence Investment Management LLC543,291$53.50M0.7%+4.8%1.213%
12/26/2024JPMorgan Chase & Co.79,017$8.11M0.0%-39.4%0.176%
12/3/2024Boulder Wealth Advisors LLC74,931$7.69M4.2%+6.4%0.167%
11/25/2024Tidal Investments LLC19,815$2.03M0.0%N/A0.044%
11/25/2024World Investment Advisors LLC49,962$5.13M0.1%+114.9%0.112%
11/25/2024Sanctuary Advisors LLC5,843$625K0.0%-4.1%0.013%
11/22/2024Capstone Capital LLC2,130$218K0.2%N/A0.005%
11/18/2024Arete Wealth Advisors LLC10,670$1.09M0.1%-46.3%0.024%
11/18/2024GG Group Ventures LLC19,232$1.99M2.9%-3.1%0.043%
11/15/2024Continuum Advisory LLC2,369$246K0.0%+17.2%0.005%
11/15/2024Y Intercept Hong Kong Ltd20,212$2.07M0.1%N/A0.045%
11/15/2024Glass Jacobson Investment Advisors llc8,688$891K0.3%+96.8%0.019%
11/15/2024MML Investors Services LLC615,479$63.14M0.2%+14.5%1.374%
11/15/2024Pacific Center for Financial Services221,970$22.77M6.0%+1.1%0.495%
11/15/2024Orion Portfolio Solutions LLC74,022$7.59M0.2%+1,875.5%0.165%
11/15/2024Jane Street Group LLC5,927$608K0.0%N/A0.013%
11/15/2024Stifel Financial Corp1,668,901$171.20M0.2%+8.0%3.725%
11/15/2024Swmg LLC17,668$1.85M0.8%-21.9%0.039%
11/15/2024IHT Wealth Management LLC77,462$7.94M0.2%+4.7%0.173%
11/15/2024Integrated Wealth Concepts LLC12,973$1.33M0.0%+1.8%0.029%
11/15/2024HighTower Advisors LLC752,283$77.17M0.1%+93.0%1.679%
11/15/2024Benjamin Edwards Inc.1,122,759$115.17M1.7%+2,305.0%2.506%
11/14/2024Flow Traders U.S. LLC5,711$586K0.0%N/A0.013%
11/14/2024Rockefeller Capital Management L.P.16,252$1.67M0.0%+7.1%0.036%
11/14/2024CreativeOne Wealth LLC22,907$2.35M0.1%+18.1%0.051%
11/13/2024FMR LLC4,315$443K0.0%+15.3%0.010%
11/13/2024Bank of Montreal Can47,401$4.85M0.0%-39.8%0.106%
11/13/2024Wiser Advisor Group LLC19,520$2.00M3.0%-1.3%0.044%
11/13/2024Private Trust Co. NA1,322$136K0.0%+20.3%0.003%
11/13/2024Independent Advisor Alliance13,008$1.33M0.0%+32.9%0.029%
11/12/2024Centaurus Financial Inc.7,987$819K0.1%+9.4%0.018%
11/12/2024Family Capital Management Inc.23,444$2.41M1.5%+11.2%0.052%
11/12/2024Kingsview Wealth Management LLC10,643$1.09M0.0%+228.4%0.024%
11/12/2024Great Valley Advisor Group Inc.42,225$4.33M0.1%-21.4%0.094%
11/12/2024Nwam LLC3,183$326K0.0%N/A0.007%
11/12/2024Meridian Wealth Management LLC54,592$5.60M0.3%+50.2%0.122%
11/12/2024Biltmore Family Office LLC2,045$210K0.0%N/A0.005%
11/9/2024LPL Financial LLC4,960,121$508.81M0.2%+7.7%11.072%
11/9/2024Trustmark National Bank Trust Department5,000$513K0.0%+66.7%0.011%
11/9/2024Cypress 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%
11/8/2024New Millennium Group LLC35,583$3.65M2.4%+120.2%0.079%
11/7/2024Belmont Capital LLC5,188$532K0.1%N/A0.012%
11/7/2024Schwallier Wealth Management LLC112,383$11.53M8.2%+6.2%0.251%
11/7/2024OneAscent Wealth Management LLC2,474$254K0.1%N/A0.006%
11/7/2024Spectrum Wealth Advisory Group LLC102,778$10.54M5.9%N/A0.229%
11/7/2024MidAtlantic Capital Management Inc.753$77K0.1%N/A0.002%
11/7/2024MAI Capital Management23,751$2.44M0.0%+24.4%0.053%
11/7/2024Westfuller Advisors LLC13,240$1.36M1.0%N/A0.030%
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11/7/2024Thrivent Financial for Lutherans948,661$97.31M0.2%+100.9%2.118%
11/7/2024Concord Asset Management LLC VA58,095$5.96M1.3%+6.6%0.130%
11/6/2024KPP Advisory Services LLC164,013$16.82M4.0%+418.6%0.366%
11/6/2024Signature Estate & Investment Advisors LLC35,684$3.66M0.1%-0.4%0.080%
11/6/2024OneDigital Investment Advisors LLC7,630$783K0.0%N/A0.017%
11/6/2024Traction Financial Partners LLC11,708$1.20M0.9%-2.5%0.026%
11/6/2024Snider Financial Group40,519$4.16M1.5%+5.5%0.090%
11/6/2024Schrum Private Wealth Management LLC4,600$472K0.2%+100.0%0.010%
11/6/2024Kovack Advisors Inc.54,414$5.58M0.6%-25.0%0.121%
11/5/2024First Heartland Consultants Inc.34,456$3.53M0.4%-31.4%0.077%
(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, 314 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), Annex Advisory Services LLC ($103.65M), and Thrivent Financial for Lutherans ($97.31M).Learn more on XMHQ's institutional investors.

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

Of the 302 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), Annex Advisory Services LLC ($1.05M), Thrivent Financial for Lutherans ($924.67K), Confluence Investment Management LLC ($881.13K), and Smith Anglin Financial LLC ($788.38K).

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

Institutional investors have bought a total of 24,655,877 shares in the last 24 months. This purchase volume represents approximately $2.35B in transactions.

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

Of the 96 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), Avior Wealth Management LLC ($188.37K), 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), 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 2,277,785 shares in the last 24 months. This volume of shares sold represents approximately $215.42M in transactions.


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This page (NYSEARCA:XMHQ) was last updated on 1/21/2025 by MarketBeat.com Staff
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