Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q2 2024 (June 30)311holders +27
56new positions
28sold out
4famous investors
$97.08avg. 13F price*
At the end of Q2 2024, 311 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 27 from Q1 2024. 56 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($446.7M), Stifel Financial Corp. ($149.9M) and Ameriprise Financial Inc. ($145.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $217.5M |
| Exits | 28 | $69.6M |
All 13F filers, Q1 2024 → Q2 2024: 7,294,321 shares bought and 2,578,947 shares sold, net +4,715,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 311 holders
| LPL Financial LLC | 0.22% | Add +31.0% | 4,603,925 | $446.7M |
| Stifel Financial Corp. | 0.17% | Reduce -1.5% | 1,544,761 | $149.9M |
| Ameriprise Financial Inc. | 0.04% | Add +25.6% | 1,504,165 | $145.8M |
| Morgan Stanley | 0.01% | Add +19.0% | 1,497,347 | $145.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +10.7% | 1,245,697 | $120.9M |
| Commonwealth Equity Services, LLC | 0.17% | Add +37.4% | 1,100,399 | $106.8M |
| Benjamin F. Edwards & Company, Inc. | 1.67% | Reduce -4.3% | 979,180 | $95.0M |
| Annex Advisory Services, LLC | 3.10% | New | 907,691 | $88.1M |
| Edmond DE Rothschild Holding S.A. | 1.40% | Add +9.8% | 839,289 | $81.4M |
| Syntegra Private Wealth Group, LLC | 8.23% | Add +1.6% | 667,271 | $64.7M |
| 1832 Asset Management L.P. | 0.10% | Add +6.2% | 583,201 | $56.6M |
| Smith Anglin Financial, LLC | 5.58% | Add +8.9% | 569,229 | $55.2M |
| Osaic Holdings, Inc. | 0.13% | Reduce -8.5% | 557,553 | $54.1M |
| MML Investors Services, LLC | 0.21% | Add +11.3% | 537,413 | $52.1M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +0.4% | 507,105 | $49.2M |
| Eastern Bank | 1.97% | Add +87.7% | 503,760 | $48.9M |
| Cetera Investment Advisers | 0.11% | Add +10.4% | 486,080 | $47.2M |
| Trilogy Capital Inc. | 2.49% | Add +7.1% | 473,483 | $45.9M |
| Thrivent Financial for Lutherans | 0.09% | Add +13.7% | 472,094 | $45.8M |
| Confluence Investment Management LLC | 0.66% | Reduce -0.5% | 470,257 | $45.6M |
| Bank of America Corp. | 0.00% | Add +8.5% | 443,378 | $43.0M |
| HighTower Advisors, LLC | 0.06% | Add +2516.3% | 389,832 | $37.8M |
| Bogart Wealth, LLC | 1.90% | Add +4.5% | 384,669 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +40.7% | 374,309 | $36.3M |
| Capital Planning Advisors, LLC | 5.04% | Reduce -1.9% | 303,348 | $29.4M |
| UBS Group AG | 0.01% | Add +15.9% | 283,994 | $27.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -77.7% | 267,859 | $26.0M |
| Focus Financial Network, Inc. | 1.08% | Add +3.2% | 250,815 | $25.2M |
| Royal Bank of Canada | 0.01% | Add +170.5% | 254,037 | $24.6M |
| Meitav Investment House Ltd. | 0.43% | New | 250,000 | $24.3M |
| Gratus Capital, LLC | 0.96% | Add +1.4% | 244,957 | $23.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +14.3% | 243,823 | $23.7M |
| Private Advisor Group, LLC | 0.15% | Add +68.5% | 224,646 | $21.8M |
| Avior Wealth Management, LLC | 0.93% | Add +65.9% | 223,195 | $21.7M |
| Pacific Center for Financial Services | 5.97% | Add +0.3% | 219,616 | $21.3M |
| Family Investment Center, Inc. | 6.23% | Add +4.0% | 214,993 | $20.9M |
| Raymond James & Associates | 0.01% | Add +42.3% | 213,037 | $20.7M |
| Financial Partners Group, Inc | 3.00% | Add +10.3% | 195,662 | $19.0M |
| Equitable Holdings, Inc. | 0.20% | Add +75.4% | 193,328 | $18.8M |
| Milestone Investment Advisors LLC | 4.49% | Add +7.1% | 173,996 | $16.9M |
| Hengehold Capital Management LLC | 1.74% | Reduce -0.0% | 171,827 | $16.7M |
| GGM Financial LLC | 14.46% | — | 161,932 | $15.7M |
| Focus Partners Wealth | 0.05% | New | 161,756 | $15.7M |
| Good Life Advisors, LLC | 1.26% | Add +26.5% | 157,456 | $15.3M |
| Bensler, LLC | 1.90% | Add +5.7% | 145,536 | $14.1M |
| Alaska Permanent Capital Management, LLC | 1.20% | Reduce -5.7% | 144,964 | $14.1M |
| Adamsbrown Wealth Consultants LLC | 5.39% | Add +4.7% | 142,808 | $13.9M |
| WFA Asset Management Corp | 7.78% | Add +427.3% | 142,034 | $13.8M |
| Sowell Financial Services LLC | 0.62% | Reduce -1.7% | 133,930 | $13.0M |
| JPMorgan Chase & Co. | 0.00% | Add +11.5% | 130,416 | $12.7M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +5.4% | 121,539 | $11.8M |
| Redhawk Wealth Advisors, Inc. | 1.78% | Reduce -21.8% | 119,813 | $11.6M |
| Alaska Wealth Advisors, LLC | 1.77% | Reduce -0.7% | 117,719 | $11.4M |
| Masso Torrence Wealth Management Inc. | 6.31% | Add +3.7% | 117,238 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +138.8% | 115,459 | $11.2M |
| Wealthspire Retirement, LLC | 0.92% | Add +5.3% | 113,020 | $11.0M |
| Schwallier Wealth Management LLC | 8.35% | Add +2.8% | 105,871 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.9% | 104,076 | $10.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | Add +27.8% | 101,683 | $9.9M |
| Mgo One Seven LLC | 0.45% | Add +19.8% | 98,539 | $9.6M |
| NewEdge Advisors, LLC | 0.07% | Add +5.5% | 96,761 | $9.4M |
| Zimmermann Investment Management & Planning LLC | 3.03% | Add +5.2% | 93,481 | $9.1M |
| Journey Advisory Group, LLC | 1.05% | New | 90,738 | $8.8M |
| Landmark Wealth Management, Inc. | 4.78% | New | 89,423 | $8.7M |
| Aveo Capital Partners, LLC | 0.97% | Add +7.0% | 88,343 | $8.6M |
| Fifth Third Securities, Inc. | 0.78% | New | 86,684 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -19.9% | 85,903 | $8.3M |
| Cypress Capital Group | 1.00% | Add +5.9% | 85,894 | $8.3M |
| Enzi Wealth | 3.67% | Add +1.8% | 87,015 | $8.3M |
| Bank of Montreal | 0.00% | Add +73.7% | 78,705 | $8.2M |
| Fermata Advisors, LLC | 1.87% | New | 83,749 | $8.1M |
| Jones Financial Companies LLLP | 0.01% | Add +1636.0% | 81,941 | $8.0M |
| Secure Asset Management, LLC | 1.51% | Add +9.4% | 81,920 | $7.9M |
| Aspen Wealth Strategies, LLC | 5.29% | Add +8.5% | 75,623 | $7.6M |
| Principle Wealth Partners LLC | 0.55% | Add +9.7% | 74,626 | $7.2M |
| IHT Wealth Management, LLC | 0.27% | Add +1.2% | 73,992 | $7.2M |
| Level Four Advisory Services, LLC | 0.32% | Add +262.5% | 73,535 | $7.1M |
| Kovack Advisors, Inc. | 0.77% | New | 72,528 | $7.0M |
| Boulder Wealth Advisors, LLC | 3.99% | Add +3.3% | 70,452 | $6.8M |
| Hunter Associates Investment Management LLC | 1.15% | Add +3.9% | 70,402 | $6.8M |
| Thoroughbred Financial Services, LLC | 0.43% | Add +27.4% | 66,466 | $6.4M |
| Visionary Wealth Advisors | 0.40% | Add +4.8% | 63,108 | $6.1M |
| TruWealth Advisors, LLC | 0.40% | Add +3150.0% | 62,465 | $6.1M |
| USAdvisors Wealth Management, LLC | 2.12% | Add +4.3% | 61,982 | $6.0M |
| Mfa Wealth Advisors, LLC | 1.31% | Reduce -2.4% | 61,789 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +1081.7% | 61,650 | $6.0M |
| Sigma Planning Corp | 0.19% | Add +11.9% | 61,644 | $6.0M |
| Liberty One Investment Management, LLC | 0.67% | Reduce -3.4% | 61,035 | $5.9M |
| Concord Wealth Partners | 0.99% | Reduce -2.6% | 57,751 | $5.6M |
| Sagace Wealth Management LLC | 5.45% | — | 55,408 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +134.0% | 57,106 | $5.5M |
| Concord Asset Management, LLC | 1.31% | Reduce -0.6% | 54,487 | $5.3M |
| Burns Matteson Capital Management, LLC | 3.31% | Add +40.9% | 54,354 | $5.3M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -15.3% | 53,704 | $5.2M |
| Avid Wealth Partners LLC | 4.05% | Add +5.5% | 53,691 | $5.2M |
| DHJJ Financial Advisors, Ltd. | 2.11% | New | 51,613 | $5.0M |
| Concourse Financial Group Securities, Inc. | 0.31% | Add +20.8% | 51,064 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +669.7% | 50,330 | $4.9M |
| First Heartland Consultants, Inc. | 0.48% | Add +35.3% | 50,220 | $4.9M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +22.1% | 50,141 | $4.9M |
"% 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.