Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q1 2024 (March 31)284holders
1famous investor
$109.99avg. 13F price*
At the end of Q1 2024, 284 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings. The largest holders were LPL Financial LLC ($386.7M), Stifel Financial Corp. ($172.6M) and Morgan Stanley ($138.5M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $444.8M |
| Exits | 15 | $12.2M |
Ownership 284 holders
| LPL Financial LLC | 0.21% | Add +22.6% | 3,513,407 | $386.7M |
| Stifel Financial Corp. | 0.20% | Reduce -0.9% | 1,568,327 | $172.6M |
| Morgan Stanley | 0.01% | Add +22.5% | 1,258,584 | $138.5M |
| Ameriprise Financial Inc. | 0.04% | Add +30.6% | 1,197,166 | $133.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +674.3% | 1,201,148 | $132.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +24.1% | 1,125,613 | $123.9M |
| Benjamin F. Edwards & Company, Inc. | 2.05% | Reduce -0.9% | 1,023,600 | $112.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +38.7% | 800,800 | $88.1M |
| Edmond DE Rothschild Holding S.A. | 1.42% | New | 764,268 | $84.1M |
| Syntegra Private Wealth Group, LLC | 9.33% | New | 656,813 | $72.3M |
| Osaic Holdings, Inc. | 0.15% | Add +113.3% | 609,432 | $67.1M |
| 1832 Asset Management L.P. | 0.11% | Add +27.5% | 549,355 | $60.5M |
| Smith Anglin Financial, LLC | 5.94% | Add +4.9% | 522,590 | $57.5M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +28.3% | 505,204 | $55.6M |
| MML Investors Services, LLC | 0.22% | Add +1.9% | 482,715 | $53.1M |
| Confluence Investment Management LLC | 0.70% | Reduce -5.1% | 472,710 | $52.0M |
| Trilogy Capital Inc. | 2.80% | Add +1577.0% | 441,935 | $48.6M |
| Cetera Investment Advisers | 0.11% | Add +193.7% | 440,267 | $48.5M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -9.9% | 415,182 | $45.7M |
| Bank of America Corp. | 0.00% | Add +29.0% | 408,647 | $45.0M |
| Clark Capital Management Group, Inc. | 0.33% | New | 398,396 | $43.8M |
| Bogart Wealth, LLC | 2.08% | Add +38.5% | 368,063 | $40.5M |
| Capital Planning Advisors, LLC | 5.98% | Reduce -0.2% | 309,358 | $34.0M |
| Eastern Bank | 1.23% | New | 268,326 | $29.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +46.2% | 265,967 | $29.3M |
| UBS Group AG | 0.01% | Add +36.6% | 244,922 | $27.0M |
| Gratus Capital, LLC | 1.23% | New | 241,700 | $26.6M |
| Focus Financial Network, Inc. | 1.21% | — | 242,951 | $24.9M |
| Pacific Center for Financial Services | 6.87% | Add +3.0% | 218,928 | $24.1M |
| Avantax Advisory Services, Inc. | 0.21% | Add +61.4% | 213,358 | $23.5M |
| Family Investment Center, Inc. | 7.33% | Add +3248.3% | 206,624 | $22.7M |
| Financial Partners Group, Inc | 3.11% | Add +257.6% | 177,351 | $19.5M |
| Hengehold Capital Management LLC | 2.02% | New | 171,836 | $18.9M |
| Milestone Investment Advisors LLC | 4.82% | Add +20.7% | 162,448 | $17.9M |
| Christopher J. Hasenberg, Inc | 8.35% | New | 154,568 | $17.0M |
| Alaska Permanent Capital Management, LLC | 1.32% | Reduce -49.7% | 153,732 | $16.9M |
| Redhawk Wealth Advisors, Inc. | 2.74% | Add +194.9% | 153,153 | $16.9M |
| Orion Porfolio Solutions, LLC | 0.18% | New | 150,534 | $16.6M |
| Orion Portfolio Solutions, LLC | 0.18% | New | 150,534 | $16.6M |
| Raymond James & Associates | 0.01% | Reduce -5.0% | 149,692 | $16.5M |
| Bensler, LLC | 2.20% | New | 137,657 | $15.1M |
| Adamsbrown Wealth Consultants LLC | 6.08% | Add +4.7% | 136,465 | $15.0M |
| Sowell Financial Services LLC | 0.71% | Reduce -9.1% | 136,300 | $15.0M |
| Avior Wealth Management, LLC | 0.69% | Add +70.7% | 134,546 | $14.8M |
| Private Advisor Group, LLC | 0.11% | Add +46.8% | 133,279 | $14.7M |
| Per Stirling Capital Management, LLC. | 2.39% | Add +9.9% | 129,967 | $14.3M |
| Good Life Advisors, LLC | 1.22% | Add +41.7% | 124,491 | $13.7M |
| Alaska Wealth Advisors, LLC | 1.97% | Reduce -28.0% | 118,591 | $13.1M |
| JPMorgan Chase & Co. | 0.00% | Add +43.1% | 116,969 | $12.9M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +63.9% | 115,307 | $12.7M |
| Masso Torrence Wealth Management Inc. | 7.38% | Add +3.0% | 113,054 | $12.4M |
| ICA Group Wealth Management, LLC | 2.49% | Add +5.3% | 113,002 | $12.4M |
| Equitable Holdings, Inc. | 0.14% | Add +28.0% | 110,219 | $12.1M |
| Wealthspire Retirement, LLC | 1.02% | Reduce -9.1% | 107,377 | $11.8M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +66.2% | 107,209 | $11.8M |
| Schwallier Wealth Management LLC | 9.13% | Reduce -8.7% | 102,960 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +204.3% | 101,155 | $11.1M |
| Connectus Wealth, LLC | 0.30% | Add +24.3% | 100,428 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +81.1% | 93,900 | $10.3M |
| Principal Securities, Inc. | 0.32% | Add +52.5% | 93,459 | $10.3M |
| NewEdge Advisors, LLC | 0.09% | Add +11.0% | 91,748 | $10.1M |
| Zimmermann Investment Management & Planning LLC | 3.52% | Add +4.2% | 88,878 | $9.8M |
| Mgo One Seven LLC | 0.47% | Add +7.5% | 82,269 | $9.1M |
| Cypress Capital Group | 1.07% | New | 81,129 | $8.9M |
| Enzi Wealth | 4.19% | Add +4.4% | 85,456 | $8.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.47% | Add +2.3% | 79,592 | $8.8M |
| Aveo Capital Partners, LLC | 0.94% | Reduce -28.4% | 82,552 | $8.7M |
| Secure Asset Management, LLC | 1.94% | New | 74,902 | $8.2M |
| IHT Wealth Management, LLC | 0.32% | Add +1.6% | 73,108 | $8.0M |
| Aspen Wealth Strategies, LLC | 5.30% | Reduce -5.3% | 69,712 | $7.7M |
| Boulder Wealth Advisors, LLC | 4.65% | — | 68,174 | $7.5M |
| Principle Wealth Partners LLC | 0.58% | Add +5.4% | 68,002 | $7.5M |
| Hunter Associates Investment Management LLC | 1.26% | Add +2.4% | 67,743 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +14.4% | 63,412 | $7.0M |
| Mfa Wealth Advisors, LLC | 1.83% | New | 63,329 | $7.0M |
| Liberty One Investment Management, LLC | 0.79% | New | 63,159 | $7.0M |
| Atlas Private Wealth Management, LLC | 2.81% | Add +7.6% | 60,705 | $6.7M |
| Visionary Wealth Advisors | 0.45% | Add +1.4% | 60,239 | $6.6M |
| Concord Wealth Partners | 1.17% | Reduce -11.0% | 59,275 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.46% | Add +15.6% | 59,431 | $6.5M |
| Sigma Planning Corp | 0.19% | Add +240.6% | 55,071 | $6.1M |
| Concord Asset Management, LLC | 1.59% | Reduce -10.9% | 54,819 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +113.5% | 53,764 | $5.9M |
| Thoroughbred Financial Services, LLC | 0.55% | Add +5.5% | 52,193 | $5.7M |
| EWG Elevate Inc. | 2.17% | New | 51,782 | $5.7M |
| Avid Wealth Partners LLC | 4.50% | Reduce -40.3% | 50,881 | $5.6M |
| Benjamin Edwards Inc. | 1.09% | Add +4.3% | 50,049 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +223.1% | 49,177 | $5.4M |
| Kestra Advisory Services, LLC | 0.04% | Add +32.4% | 48,355 | $5.3M |
| Mason & Associates Inc | 1.40% | New | 47,662 | $5.2M |
| Bank of Montreal | 0.00% | New | 45,310 | $5.0M |
| Aspire Capital Advisors LLC | 1.65% | New | 44,462 | $4.9M |
| Harbour Investments, Inc. | 0.17% | Add +15.7% | 42,950 | $4.7M |
| Concourse Financial Group Securities, Inc. | 0.30% | Add +135.7% | 42,283 | $4.7M |
| CENTRAL TRUST Co | 0.11% | Reduce -1.4% | 41,599 | $4.6M |
| PSI Advisors, LLC | 1.65% | Add +0.1% | 41,446 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +19.3% | 41,069 | $4.5M |
| Advisory Services Network, LLC | 0.10% | Add +27.6% | 40,437 | $4.5M |
| Ameritas Advisory Services, LLC | 0.18% | Add +27.0% | 39,956 | $4.4M |
| Dana Investment Advisors, Inc. | 0.14% | Add +273.4% | 38,745 | $4.3M |
"% 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.