Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q2 2026 (June 30)432holders +5
32new positions
26sold out
1famous investor
$112.77avg. 13F price*
At the end of Q2 2026, 432 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 5 from Q1 2026. 32 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($459.4M), Morgan Stanley ($277.0M) and Cetera Investment Advisers ($157.5M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Invesco S&P Midcap Qual ETF
- CUSIP
- 46137V472
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $71.8M |
| Exits | 26 | $35.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,001,237 shares bought and 1,921,060 shares sold, net +80,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| LPL Financial LLC | 0.10% | Reduce -8.4% | 4,069,723 | $459.4M |
| Morgan Stanley | 0.01% | Add +1.5% | 2,453,754 | $277.0M |
| Cetera Investment Advisers | 0.14% | Reduce -0.5% | 1,395,285 | $157.5M |
| Vantagepoint Investment Advisers LLC | 1.08% | No change | 1,280,545 | $144.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +0.6% | 1,209,723 | $136.6M |
| Jones Financial Companies LLLP | 0.05% | Add +10.9% | 1,083,543 | $120.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.0% | 1,065,755 | $120.3M |
| Commonwealth Equity Services, LLC | 0.13% | Add +0.3% | 948,076 | $107.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.2% | 821,987 | $92.8M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 641,349 | $72.4M |
| Wells Fargo & Company | 0.01% | Reduce -18.0% | 588,075 | $66.4M |
| Waverly Advisors, LLC | 0.31% | Add +1592.6% | 469,902 | $53.0M |
| Osaic Holdings, Inc. | 0.06% | Add +15.9% | 431,036 | $48.7M |
| Focus Partners Wealth | 0.05% | Reduce -4.7% | 420,269 | $47.4M |
| Straightline Group LLC | 19.72% | Add +1.8% | 370,591 | $41.8M |
| NewEdge Advisors, LLC | 0.12% | Add +9.3% | 364,659 | $41.2M |
| Focus Financial Network, Inc. | 1.22% | Add +1.6% | 348,740 | $39.4M |
| Equitable Trust Co. | 1.59% | Add +1.9% | 338,550 | $38.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.9% | 324,821 | $36.7M |
| UMB Bank, n.a. | 0.46% | Add +1.6% | 321,520 | $36.3M |
| Crestwood Advisors Group, LLC | 0.51% | Add +2.2% | 302,466 | $34.1M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 282,592 | $31.9M |
| Atlantic Union Bankshares Corp | 0.50% | Add +2.4% | 266,013 | $30.0M |
| Bluespring Wealth Management, LLC | 0.56% | New | 255,789 | $28.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.6% | 245,023 | $27.7M |
| Private Advisor Group, LLC | 0.11% | Reduce -10.8% | 219,845 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.2% | 211,860 | $23.9M |
| Trilogy Capital Inc. | 0.91% | Add +0.1% | 207,094 | $23.4M |
| Blue Water Asset Management | 7.23% | Add +1.9% | 198,483 | $22.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.1% | 191,531 | $21.6M |
| Trust Co. of Toledo NA | 1.77% | Add +4.1% | 188,122 | $21.2M |
| KPP Advisory Services LLC | 2.64% | Add +0.5% | 184,344 | $20.8M |
| UBS Group AG | 0.00% | Reduce -1.5% | 177,006 | $20.0M |
| Hunter Associates Investment Management LLC | 2.29% | Add +3.6% | 176,086 | $19.9M |
| Sax Wealth Advisors, LLC | 0.78% | Reduce -1.9% | 186,619 | $19.3M |
| Wealthspire Retirement, LLC | 1.00% | Add +8.2% | 161,859 | $18.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | Add +5.6% | 161,101 | $18.2M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 159,000 | $17.9M |
| WCG Wealth Advisors LLC | 0.40% | Add +3.5% | 149,538 | $16.9M |
| Prevail Innovative Wealth Advisors, LLC | 2.49% | Add +46.8% | 148,069 | $16.7M |
| MML Investors Services, LLC | 0.03% | Add +19.2% | 146,705 | $16.6M |
| Bleakley Financial Group, LLC | 0.20% | Add +2.7% | 140,808 | $15.9M |
| Everest Financial Group LLC | 2.01% | Reduce -15.7% | 131,701 | $14.9M |
| Traction Financial Partners, LLC | 7.85% | Add +4.0% | 130,921 | $14.8M |
| NBZ Investment Advisors LLC | 5.71% | Reduce -1.1% | 129,534 | $14.6M |
| Clearview Wealth Management LLC | 9.30% | Reduce -0.4% | 128,187 | $14.5M |
| PCG Wealth Advisors, LLC | 3.19% | Reduce -10.0% | 126,842 | $14.3M |
| Sowell Financial Services LLC | 0.46% | Add +1.8% | 125,775 | $14.2M |
| Madrona Financial Services, LLC | 2.58% | Reduce -2.5% | 123,961 | $14.0M |
| &partners | 0.06% | Add +40.5% | 118,745 | $13.5M |
| Merit Financial Group, LLC | 0.08% | Add +2.4% | 114,881 | $13.0M |
| WESCAP Management Group, Inc. | 2.34% | Add +1.8% | 110,864 | $12.5M |
| Liberty Square Wealth Partners LLC | 2.71% | Add +9.4% | 100,810 | $11.4M |
| Altus Wealth Group LLC | 4.07% | Add +3.0% | 99,819 | $11.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2705.6% | 99,569 | $11.2M |
| Marshall Investment Management, LLC | 4.49% | New | 95,805 | $10.8M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +6.4% | 93,077 | $10.5M |
| Concord Wealth Partners | 1.20% | Add +4.5% | 92,704 | $10.5M |
| XY Planning Network, Inc. | 1.29% | Add +28.0% | 91,449 | $10.3M |
| Equitable Holdings, Inc. | 0.06% | Reduce -13.7% | 91,236 | $10.3M |
| Harbour Investments, Inc. | 0.14% | Add +1.9% | 91,194 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -9.5% | 90,930 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.48% | Reduce -0.8% | 89,533 | $10.1M |
| Corecam Pte. Ltd. | 3.79% | Reduce -18.6% | 88,720 | $10.0M |
| Oasis Advisors, LLC | 6.44% | New | 87,887 | $9.9M |
| Concord Asset Management, LLC | 1.53% | Add +2.1% | 87,752 | $9.9M |
| Fifth Third Securities, Inc. | 0.56% | Add +2.1% | 86,619 | $9.8M |
| Investors Portfolio Services LLC | 6.88% | Add +18.4% | 79,879 | $9.0M |
| Gotham Asset Management | 0.02% | Add +18.6% | 79,486 | $9.0M |
| HighPoint Advisor Group LLC | 0.32% | Add +0.4% | 79,238 | $8.9M |
| Mariner, LLC | 0.01% | Add +1.8% | 76,511 | $8.6M |
| Trivium Point Advisory, LLC | 0.78% | Add +192.3% | 76,238 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +2.0% | 75,920 | $8.6M |
| Denver Wealth Management, Inc. | 2.44% | Add +7.6% | 75,628 | $8.5M |
| DHJJ Financial Advisors, Ltd. | 2.42% | Add +3.0% | 74,376 | $8.4M |
| Wealth Enhancement Trust Services, Inc. | 0.91% | Reduce -14.6% | 72,818 | $8.2M |
| NewEdge Wealth, LLC | 0.08% | Reduce -6.1% | 72,224 | $8.2M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -18.9% | 70,701 | $8.0M |
| Atticus Wealth Management, LLC | 1.89% | Add +2.0% | 70,473 | $8.0M |
| USAdvisors Wealth Management, LLC | 2.24% | Reduce -3.6% | 69,211 | $7.8M |
| IHT Wealth Management, LLC | 0.16% | Reduce -1.5% | 68,586 | $7.7M |
| Clark Wealth Partners | 4.25% | Reduce -10.6% | 66,614 | $7.5M |
| Berkeley, Inc | 2.19% | Add +0.7% | 61,771 | $7.0M |
| Lighthouse Wealth Management Inc. | 4.32% | Add +4.3% | 61,696 | $7.0M |
| Financial Management, Inc. | 5.63% | Add +1.4% | 60,827 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +3.9% | 60,450 | $6.8M |
| Burns Matteson Capital Management, LLC | 2.13% | Reduce -0.1% | 59,522 | $6.7M |
| Journey Advisory Group, LLC | 0.51% | Add +5.7% | 58,778 | $6.6M |
| American National Bank of Texas | 5.91% | Reduce -0.9% | 57,403 | $6.5M |
| Modern Wealth Management, LLC | 0.08% | Reduce -32.1% | 56,580 | $6.4M |
| Spectrum Wealth Advisory Group, LLC | 1.80% | Reduce -1.1% | 56,108 | $6.3M |
| Principle Wealth Partners LLC | 0.31% | Reduce -2.0% | 56,075 | $6.3M |
| Mgo One Seven LLC | 0.10% | Reduce -8.7% | 55,670 | $6.3M |
| Natixis Advisors, LLC | 0.01% | Add +36.5% | 55,440 | $6.3M |
| Independent Financial Group, LLC | 0.12% | Add +174.6% | 55,142 | $6.2M |
| PFG Advisors | 0.31% | Add +6.1% | 54,368 | $6.1M |
| Mascagni Wealth Management, Inc. | 3.80% | Reduce -2.1% | 54,169 | $6.1M |
| Perennial Investment Advisors, LLC | 0.41% | Add +2.2% | 54,060 | $6.1M |
| Aspen Wealth Strategies, LLC | 2.92% | Add +2.6% | 53,417 | $6.0M |
| Forge Financial Services LLC | 0.52% | Reduce -1.7% | 53,091 | $6.0M |
"% of holder's portfolio" is XMHQ's weight in each manager's 13F, not the share of Invesco S&P Midcap Qual ETF the manager owns.