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 |
| Burns Matteson Capital Management, LLC | 2.75% | Add +631.4% | 38,588 | $4.2M |
| US Bancorp \de | 0.01% | Add +17.3% | 38,231 | $4.2M |
| Snider Financial Group | 1.74% | New | 37,851 | $4.2M |
| First Heartland Consultants, Inc. | 0.42% | New | 37,111 | $4.1M |
| Smith, Moore & Co. | 0.43% | Add +1.7% | 36,752 | $4.0M |
| Western Wealth Management, LLC | 0.31% | Add +387.8% | 36,432 | $4.0M |
| Perennial Investment Advisors, LLC | 0.60% | Reduce -11.3% | 35,954 | $4.0M |
| WealthCare Investment Partners, LLC | 1.89% | Add +99.9% | 35,533 | $3.9M |
| Atria Investments, Inc | 0.05% | Reduce -8.6% | 34,936 | $3.8M |
| Cedar Brook Financial Partners, LLC | 0.76% | Add +1.3% | 34,838 | $3.8M |
| Mariner, LLC | 0.01% | Add +71.4% | 34,395 | $3.8M |
| PCG Wealth Advisors, LLC | 1.74% | Add +9.3% | 33,187 | $3.7M |
| PFG Advisors | 0.27% | Add +0.4% | 33,108 | $3.6M |
| Penobscot Wealth Management | 2.30% | Reduce -0.1% | 33,071 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.1% | 31,191 | $3.4M |
| Titleist Asset Management, LLC | 0.58% | New | 30,055 | $3.3M |
| Merit Financial Group, LLC | 0.08% | Add +124.5% | 30,827 | $3.2M |
| WFA Asset Management Corp | 1.55% | New | 26,934 | $3.0M |
| Colonial River Investments, LLC | 1.52% | Add +67.6% | 24,471 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -56.0% | 24,400 | $2.7M |
| Swmg, LLC | 1.18% | Reduce -0.9% | 23,722 | $2.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.93% | Add +14.7% | 22,822 | $2.5M |
| Silver Oak Securities, Incorporated | 0.38% | Add +199.5% | 22,632 | $2.5M |
| LWM Advisory Services, LLC | 1.92% | Add +22.7% | 21,730 | $2.4M |
| Concentrum Wealth Management | 1.10% | Add +9.4% | 21,692 | $2.4M |
| Altus Wealth Group LLC | 1.18% | New | 21,338 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +17.9% | 20,485 | $2.2M |
| Creative Planning | 0.00% | Add +26.2% | 20,277 | $2.2M |
| Firestone Capital Management | 0.60% | New | 19,738 | $2.2M |
| Family Capital Management, Inc. | 1.42% | Add +21.0% | 18,502 | $2.0M |
| Arete Wealth Advisors, LLC | 0.19% | Add +195.0% | 18,342 | $2.0M |
| Lionsbridge Wealth Management LLC | 1.51% | Add +86.9% | 17,792 | $2.0M |
| Wiser Advisor Group LLC | 3.03% | Reduce -0.8% | 17,575 | $1.9M |
| SFG Wealth Management, LLC. | 1.13% | New | 17,297 | $1.9M |
| World Investment Advisors | 0.27% | New | 17,261 | $1.9M |
| Eudaimonia Partners, LLC | 0.44% | Add +11.4% | 16,823 | $1.9M |
| Sheets Smith Wealth Management | 0.21% | New | 16,673 | $1.8M |
| Level Four Advisory Services, LLC | 0.10% | No change | 20,285 | $1.8M |
| SigFig Wealth Management, LLC | 0.06% | New | 15,834 | $1.7M |
| GeoWealth Management, LLC | 0.07% | Add +2.1% | 15,685 | $1.7M |
| New Millennium Group LLC | 1.28% | Add +0.9% | 15,381 | $1.7M |
| HighTower Advisors, LLC | 0.00% | New | 14,900 | $1.6M |
| CreativeOne Wealth, LLC | 0.06% | Add +74.3% | 14,683 | $1.6M |
| One Capital Management, LLC | 0.06% | New | 14,318 | $1.6M |
| Centennial Wealth Advisory LLC | 0.71% | New | 14,025 | $1.5M |
| Comerica Bank | 0.01% | Reduce -8.0% | 13,416 | $1.5M |
| Venturi Wealth Management, LLC | 0.09% | Add +64.5% | 13,412 | $1.5M |
| Keystone Wealth Services, LLC | 0.47% | New | 13,163 | $1.4M |
| Edge Financial Advisors LLC | 1.22% | — | 12,512 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -17.8% | 12,462 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Add +91.9% | 12,076 | $1.3M |
| Csenge Advisory Group | 0.07% | Add +3.5% | 12,007 | $1.3M |
| Trivium Point Advisory, LLC | 0.27% | New | 11,602 | $1.3M |
| Confluence Wealth Services, Inc. | 0.11% | New | 11,550 | $1.3M |
| TD Capital Management LLC | 0.13% | Add +4256.2% | 10,934 | $1.2M |
| MAI Capital Management | 0.01% | New | 10,542 | $1.2M |
| Prudential Financial Inc. | 0.00% | New | 9,688 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.95% | — | 9,556 | $1.1M |
| Traction Financial Partners, LLC | 0.82% | Reduce -4.8% | 9,773 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.7% | 9,361 | $1.0M |
| Roman Butler Fullerton & Co. | 0.38% | Add +42.9% | 9,652 | $999K |
| NFSG Corp | 0.42% | Add +7.3% | 8,830 | $972K |
| Berger Financial Group, Inc | 0.08% | Add +173.2% | 8,700 | $957K |
| Financial Freedom, LLC | 0.57% | Add +131.8% | 8,671 | $954K |
| Capital Analysts, LLC | 0.04% | Add +11.3% | 8,669 | $954K |
| United Asset Strategies, Inc. | 0.09% | New | 8,502 | $936K |
| Brown Brothers Harriman & Co. | 0.01% | New | 8,479 | $933K |
| Independent Advisor Alliance | 0.03% | New | 8,270 | $910K |
| DHK Financial Advisors, Inc. | 0.62% | Add +60.0% | 8,000 | $880K |
| Signal Advisors Wealth, LLC | 0.22% | Add +8.2% | 7,878 | $867K |
| Centaurus Financial, Inc. | 0.06% | Add +201.8% | 7,835 | $862K |
| Pacific Sun Financial Corp | 0.48% | Reduce -0.5% | 7,515 | $827K |
| Breakwater Capital Group | 0.20% | Add +12.3% | 7,407 | $815K |
| Redwood Financial Network Corp | 0.70% | Reduce -2.7% | 7,318 | $805K |
| Retirement Group, LLC | 0.29% | Add +12.5% | 7,304 | $804K |
| Private Portfolio Partners LLC | 0.17% | New | 7,239 | $797K |
| Waverly Advisors, LLC | 0.02% | New | 6,947 | $765K |
| Twin Peaks Wealth Advisors, LLC | 0.42% | Reduce -1.5% | 6,900 | $759K |
| Bank of Marin | 0.66% | No change | 6,788 | $747K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -37.9% | 6,539 | $720K |
| Whitaker-Myers Wealth Managers, LTD. | 0.29% | Add +0.6% | 6,318 | $695K |
| Key Client Fiduciary Advisors, LLC | 0.37% | New | 6,314 | $695K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +43.4% | 6,286 | $692K |
| Fortis Group Advisors, LLC | 0.13% | New | 6,216 | $684K |
| JFS Wealth Advisors, LLC | 0.05% | New | 6,200 | $682K |
| Meridian Financial Advisors, LLC | 0.51% | Add +26.0% | 6,184 | $680K |
| Arkadios Wealth Advisors | 0.05% | Add +5.0% | 6,147 | $677K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.2% | 6,102 | $672K |
| Priebe Wealth Holdings LLC | 0.51% | Add +0.8% | 5,925 | $652K |
| Truist Financial Corp. | 0.00% | Add +41.9% | 5,901 | $649K |
| Creative Financial Designs Inc. | 0.06% | Add +32.4% | 5,875 | $647K |
| Founders Financial Securities LLC | 0.07% | Add +26.3% | 5,840 | $643K |
| Advisory Alpha, LLC | 0.03% | Reduce -31.1% | 5,691 | $626K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,543 | $610K |
| Wedbush Securities Inc. | 0.02% | Add +4.5% | 5,542 | $610K |
| Investmark Advisory Group LLC | 0.33% | No change | 5,475 | $603K |
| &partners | 0.08% | New | 5,440 | $599K |
| Ullmann Wealth Partners Group, LLC | 0.09% | Add +0.1% | 5,239 | $577K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +6.5% | 5,217 | $574K |
| Global Retirement Partners, LLC | 0.02% | Add +108.4% | 4,927 | $542K |
| Absolute Capital Management, LLC | 0.34% | Reduce -29.8% | 4,838 | $532K |
| Gotham Asset Management | 0.01% | New | 4,776 | $526K |
| Jones Financial Companies LLLP | 0.00% | Add +635.2% | 4,720 | $519K |
| Geneos Wealth Management Inc. | 0.02% | Add +223.5% | 4,577 | $504K |
| Hancock Whitney Corp. | 0.02% | No change | 4,505 | $496K |
| Money Concepts Capital Corp. | 0.05% | Reduce -9.0% | 4,479 | $493K |
| Susquehanna International Group, LLP | 0.00% | Add +22.2% | 4,474 | $492K |
| Park Avenue Securities LLC | 0.01% | New | 4,471 | $492K |
| IFP Advisors, Inc | 0.02% | Reduce -12.2% | 4,463 | $492K |
| Lincoln National Corp. | 0.01% | New | 4,225 | $465K |
| Maripau Wealth Management LLC | 0.34% | Reduce -5.4% | 4,112 | $453K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.2% | 4,104 | $452K |
| Wimmer Associates 1, LLC | 0.23% | Add +44.5% | 3,895 | $429K |
| Mutual Advisors, LLC | 0.01% | New | 3,864 | $425K |
| Moneco Advisors, LLC | 0.07% | Reduce -4.6% | 3,771 | $415K |
| Glass Jacobson Investment Advisors llc | 0.15% | New | 3,682 | $405K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,680 | $405K |
| HRC Wealth Management, LLC | 0.30% | New | 3,680 | $405K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 3,733 | $401K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.4% | 3,643 | $401K |
| Bank of New York Mellon Corp | 0.00% | Add +18.1% | 3,567 | $393K |
| Global Assets Advisory, LLC | 0.23% | New | 3,472 | $381K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 3,363 | $370K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.1% | 3,362 | $370K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.4% | 3,303 | $363K |
| AE Wealth Management LLC | 0.00% | Reduce -85.4% | 3,281 | $361K |
| Willner & Heller, LLC | 0.36% | Add +26.4% | 3,261 | $359K |
| Aspire Wealth Management Corp | 0.21% | Add +1.8% | 3,224 | $355K |
| Bright Futures Wealth Management, LLC. | 0.19% | — | 3,544 | $345K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +12.5% | 3,057 | $336K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,949 | $323K |
| OMNI 360 Wealth, Inc. | 0.27% | Add +0.0% | 2,923 | $322K |
| Brand Asset Management Group, Inc. | 0.14% | New | 2,914 | $321K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,669 | $294K |
| Kelly Financial Services LLC | 0.11% | New | 2,662 | $293K |
| Compound Planning, Inc. | 0.03% | New | 2,648 | $291K |
| Schrum Private Wealth Management LLC | 0.23% | No change | 2,300 | $253K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 2,142 | $236K |
| Nwam LLC | 0.02% | New | 2,169 | $232K |
| Northwest Financial Advisors | 0.25% | Add +63.4% | 2,080 | $229K |
| Sound Income Strategies, LLC | 0.02% | New | 2,035 | $224K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,035 | $224K |
| Southland Equity Partners LLC | 0.06% | New | 1,967 | $216K |
| TruWealth Advisors, LLC | 0.01% | New | 1,922 | $211K |
| New Century Financial Group, LLC | 0.14% | New | 1,900 | $209K |
| Allie Family Office LLC | 0.12% | New | 1,827 | $201K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,482 | $163K |
| Westside Investment Management, Inc. | 0.03% | New | 1,141 | $125K |
| Continuum Advisory, LLC | 0.02% | Reduce -64.3% | 1,114 | $120K |
| Clearstead Advisors, LLC | 0.01% | Add +205.4% | 1,072 | $115K |
| Mather Group, Llc. | 0.00% | New | 1,075 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 840 | $92K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 800 | $88K |
| Private Trust Co. NA | 0.01% | Reduce -21.4% | 770 | $85K |
| FMR LLC | 0.00% | Add +474.6% | 770 | $85K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 753 | $83K |
| Spire Wealth Management | 0.00% | New | 592 | $65K |
| Cwm, LLC | 0.00% | New | 592 | $65K |
| Wells Fargo & Company | 0.00% | Reduce -42.7% | 578 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Add +257.4% | 529 | $58K |
| Glassman Wealth Services | 0.01% | New | 510 | $56K |
| Sage Mountain Advisors LLC | 0.01% | New | 469 | $52K |
| Assetmark, Inc. | 0.00% | Reduce -99.9% | 465 | $51K |
| CoreCap Advisors, LLC | 0.00% | New | 460 | $51K |
| Cambridge Trust Co. | 0.00% | No change | 357 | $39K |
| Cape Investment Advisory, Inc. | 0.01% | New | 291 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 263 | $29K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.8% | 206 | $23K |
| Costello Asset Management, INC | 0.02% | New | 200 | $22K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $22K |
| Tsfg, LLC | 0.01% | Reduce -79.4% | 200 | $22K |
| Peoples Bank | 0.02% | New | 199 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 188 | $21K |
| Richardson Financial Services Inc. | 0.01% | New | 187 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | New | 180 | $20K |
| Caitlin John, LLC | 0.01% | No change | 171 | $19K |
| Aspire Private Capital, LLC | 0.00% | New | 153 | $17K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 119 | $13K |
| Global Trust Asset Management, LLC | 0.01% | New | 115 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 87 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 71 | $7K |
| WealthShield Partners, LLC | 0.00% | New | 59 | $7K |
| Abound Wealth Management | 0.00% | New | 25 | $3K |
"% 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.