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 |
| Mason & Associates Inc | 1.29% | Add +5.0% | 50,042 | $4.9M |
| Wells Fargo & Company | 0.00% | Add +8439.1% | 49,356 | $4.8M |
| Harbour Investments, Inc. | 0.16% | Add +10.7% | 47,538 | $4.6M |
| Aspire Capital Advisors LLC | 1.50% | Add +6.1% | 47,159 | $4.6M |
| Benjamin Edwards Inc. | 0.87% | Reduce -6.7% | 46,684 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Add +9.6% | 45,608 | $4.4M |
| Advisory Services Network, LLC | 0.09% | Add +11.1% | 44,942 | $4.4M |
| One Capital Management, LLC | 0.15% | Add +210.2% | 44,420 | $4.3M |
| PSI Advisors, LLC | 1.36% | Add +6.8% | 44,278 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +41.5% | 44,131 | $4.3M |
| D. E. Shaw & Co. | 0.01% | New | 43,999 | $4.3M |
| WealthCare Investment Partners, LLC | 1.95% | Add +21.4% | 43,137 | $4.2M |
| Mariner, LLC | 0.01% | Add +25.0% | 43,003 | $4.2M |
| PCG Wealth Advisors, LLC | 1.77% | Add +26.1% | 41,857 | $4.1M |
| US Bancorp \de | 0.01% | Add +8.9% | 41,654 | $4.0M |
| ICA Group Wealth Management, LLC | 2.38% | Reduce -63.9% | 40,807 | $4.0M |
| Altus Wealth Group LLC | 1.98% | Add +91.2% | 40,800 | $4.0M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -1.8% | 39,220 | $3.8M |
| Snider Financial Group | 1.44% | Add +1.5% | 38,415 | $3.7M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +510.8% | 38,394 | $3.7M |
| Merit Financial Group, LLC | 0.08% | Add +22.6% | 37,783 | $3.7M |
| Perennial Investment Advisors, LLC | 0.52% | Add +3.9% | 37,357 | $3.6M |
| Western Wealth Management, LLC | 0.27% | Add +1.9% | 37,121 | $3.6M |
| PFG Advisors | 0.24% | Add +11.3% | 36,861 | $3.6M |
| Smith, Moore & Co. | 0.37% | Add +0.1% | 36,783 | $3.6M |
| Meridian Wealth Management, LLC | 0.42% | New | 36,351 | $3.5M |
| Penobscot Wealth Management | 2.09% | Add +11.0% | 36,715 | $3.5M |
| Signature Estate & Investment Advisors LLC | 0.09% | New | 35,837 | $3.5M |
| Principal Securities, Inc. | 0.09% | Reduce -62.6% | 34,911 | $3.4M |
| GeoWealth Management, LLC | 0.14% | Add +112.4% | 33,319 | $3.2M |
| Titleist Asset Management, LLC | 0.48% | Add +8.0% | 32,450 | $3.1M |
| KPP Advisory Services LLC | 0.82% | New | 31,626 | $3.1M |
| Gotham Asset Management | 0.04% | Add +517.1% | 29,471 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -15.8% | 29,419 | $2.9M |
| Confluence Wealth Services, Inc. | 0.21% | Add +134.2% | 27,045 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +500.2% | 26,852 | $2.6M |
| LWM Advisory Services, LLC | 2.14% | Add +21.1% | 26,314 | $2.6M |
| Stephens Consulting, LLC | 0.71% | New | 25,743 | $2.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.86% | Add +9.2% | 24,928 | $2.4M |
| Concentrum Wealth Management | 0.98% | Add +10.3% | 23,915 | $2.3M |
| World Investment Advisors | 0.14% | Add +34.7% | 23,254 | $2.3M |
| Swmg, LLC | 0.98% | Reduce -4.6% | 22,622 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -54.5% | 22,362 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +264.2% | 21,491 | $2.1M |
| Family Capital Management, Inc. | 1.39% | Add +14.0% | 21,087 | $2.0M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -47.8% | 20,229 | $2.0M |
| Financial Freedom, LLC | 1.11% | Add +131.5% | 20,076 | $1.9M |
| Dechtman Wealth Management, LLC | 0.43% | New | 19,985 | $1.9M |
| GG Group Ventures, LLC | 2.68% | — | 19,857 | $1.9M |
| Arete Wealth Advisors, LLC | 0.16% | Add +8.4% | 19,881 | $1.9M |
| Wiser Advisor Group LLC | 3.02% | Add +12.5% | 19,770 | $1.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +32.1% | 19,400 | $1.9M |
| Colonial River Investments, LLC | 1.00% | Reduce -21.5% | 19,220 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | New | 19,153 | $1.9M |
| MAI Capital Management | 0.02% | Add +81.1% | 19,090 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -7.8% | 18,894 | $1.8M |
| Bfsg, LLC | 0.23% | New | 18,452 | $1.8M |
| Creative Planning | 0.00% | Reduce -11.4% | 17,970 | $1.7M |
| Trivium Point Advisory, LLC | 0.25% | Add +49.6% | 17,355 | $1.7M |
| Fortis Capital Advisors, LLC | 0.60% | New | 17,169 | $1.7M |
| Belpointe Asset Management LLC | 0.12% | New | 17,169 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Add +146.3% | 17,109 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +100.0% | 16,958 | $1.6M |
| Financial Advocates Investment Management | 0.10% | New | 16,637 | $1.6M |
| TD Capital Management LLC | 0.17% | Add +49.8% | 16,384 | $1.6M |
| New Millennium Group LLC | 1.02% | Add +5.1% | 16,163 | $1.6M |
| &partners | 0.07% | Add +193.6% | 15,973 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.25% | Reduce -87.8% | 15,914 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | New | 15,176 | $1.5M |
| Keystone Wealth Services, LLC | 0.45% | Add +13.8% | 14,982 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +167.3% | 14,814 | $1.4M |
| Millennium Management | 0.00% | New | 14,752 | $1.4M |
| Comerica Bank | 0.01% | Add +4.5% | 14,019 | $1.4M |
| Edge Financial Advisors LLC | 1.40% | Add +11.4% | 13,936 | $1.4M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -39.6% | 13,676 | $1.3M |
| Csenge Advisory Group | 0.08% | Add +13.5% | 13,631 | $1.3M |
| Duncan Williams Asset Management, LLC | 1.09% | Add +38.9% | 13,273 | $1.3M |
| SFG Wealth Management, LLC. | 0.72% | Reduce -24.6% | 13,039 | $1.3M |
| Roman Butler Fullerton & Co. | 0.41% | Add +35.3% | 13,054 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.3% | 12,742 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Add +3.2% | 12,463 | $1.2M |
| Traction Financial Partners, LLC | 0.87% | Add +22.9% | 12,007 | $1.2M |
| Fulcrum Equity Management | 1.01% | New | 11,542 | $1.1M |
| Citadel Advisors | 0.00% | New | 11,441 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -32.4% | 11,279 | $1.1M |
| Trexquant Investment LP | 0.02% | New | 10,643 | $1.0M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -21.5% | 10,533 | $1.0M |
| Breakwater Capital Group | 0.23% | Add +41.2% | 10,461 | $1.0M |
| Rollins Financial Advisors, LLC | 0.17% | New | 10,345 | $1.0M |
| IFG Advisory, LLC | 0.06% | New | 10,220 | $992K |
| Capital Analysts, LLC | 0.04% | Add +16.6% | 10,111 | $981K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +4.9% | 9,817 | $953K |
| Independent Advisor Alliance | 0.03% | Add +18.3% | 9,787 | $950K |
| Private Portfolio Partners LLC | 0.76% | Add +33.2% | 9,644 | $936K |
| United Asset Strategies, Inc. | 0.09% | Add +6.5% | 9,056 | $879K |
| Creative Financial Designs Inc. | 0.08% | Add +51.7% | 8,910 | $865K |
| NFSG Corp | 0.32% | Reduce -0.7% | 8,765 | $850K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 8,575 | $832K |
| Founders Financial Securities LLC | 0.08% | Add +44.8% | 8,456 | $820K |
| Qube Research & Technologies Ltd | 0.00% | New | 8,431 | $818K |
| Legacy Financial Advisors, Inc. | 0.15% | New | 8,411 | $816K |
| Lionsbridge Wealth Management LLC | 0.65% | Reduce -53.3% | 8,309 | $806K |
| Berger Financial Group, Inc | 0.06% | Reduce -5.6% | 8,209 | $796K |
| Goldman Sachs Group Inc. | 0.00% | Add +47.4% | 8,170 | $793K |
| DHK Financial Advisors, Inc. | 0.54% | No change | 8,000 | $776K |
| Meridian Financial Advisors, LLC | 0.56% | Add +27.8% | 7,904 | $767K |
| Key Client Fiduciary Advisors, LLC | 0.38% | Add +24.1% | 7,838 | $760K |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +129.9% | 7,733 | $750K |
| Pacific Sun Financial Corp | 0.43% | Reduce -0.1% | 7,507 | $728K |
| Redwood Financial Network Corp | 0.60% | Add +0.6% | 7,359 | $714K |
| Farther Finance Advisors, LLC | 0.03% | Add +1295.8% | 7,384 | $709K |
| Centaurus Financial, Inc. | 0.05% | Reduce -6.8% | 7,298 | $708K |
| AE Wealth Management LLC | 0.01% | Add +117.6% | 7,139 | $693K |
| OMNI 360 Wealth, Inc. | 0.51% | Add +138.6% | 6,973 | $677K |
| JBR Co Financial Management Inc | 0.47% | New | 6,861 | $666K |
| Mutual Advisors, LLC | 0.02% | Add +68.1% | 6,495 | $660K |
| Whitaker-Myers Wealth Managers, LTD. | 0.24% | Add +6.5% | 6,732 | $653K |
| NewEdge Wealth, LLC | 0.01% | New | 6,653 | $646K |
| Fortis Group Advisors, LLC | 0.13% | Add +5.5% | 6,556 | $636K |
| Twin Peaks Wealth Advisors, LLC | 0.32% | Reduce -5.0% | 6,554 | $636K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,092 | $636K |
| Bright Futures Wealth Management, LLC. | 0.34% | Add +84.5% | 6,539 | $635K |
| Symphony Financial Services, Inc. | 0.55% | — | 6,533 | $634K |
| Ullmann Wealth Partners Group, LLC | 0.09% | Add +23.6% | 6,475 | $628K |
| Sax Wealth Advisors, LLC | 0.06% | New | 6,470 | $628K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 6,200 | $602K |
| Bank of Marin | 0.50% | Reduce -12.3% | 5,953 | $578K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.0% | 5,921 | $574K |
| Priebe Wealth Holdings LLC | 0.45% | Reduce -0.8% | 5,875 | $570K |
| Advisory Alpha, LLC | 0.02% | Add +1.1% | 5,753 | $558K |
| Money Concepts Capital Corp. | 0.05% | Add +26.3% | 5,657 | $549K |
| Arkadios Wealth Advisors | 0.04% | Reduce -9.7% | 5,554 | $539K |
| Investmark Advisory Group LLC | 0.28% | No change | 5,475 | $531K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | New | 5,325 | $517K |
| Moneco Advisors, LLC | 0.07% | Add +38.0% | 5,206 | $505K |
| Global Retirement Partners, LLC | 0.02% | Add +3.5% | 5,102 | $495K |
| Solutions 4 Wealth, Ltd | 1.08% | New | 4,917 | $477K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $437K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +19.9% | 4,415 | $428K |
| Bank of New York Mellon Corp | 0.00% | Add +22.3% | 4,363 | $423K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.5% | 4,290 | $416K |
| Maripau Wealth Management LLC | 0.27% | Reduce -0.1% | 4,110 | $399K |
| Absolute Capital Management, LLC | 0.24% | Reduce -15.2% | 4,105 | $398K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.5% | 3,919 | $380K |
| Kraft, Davis & Associates, LLC | 0.12% | No change | 3,733 | $380K |
| HRC Wealth Management, LLC | 0.26% | Add +4.7% | 3,852 | $374K |
| Aspire Wealth Management Corp | 0.21% | Add +17.6% | 3,792 | $368K |
| Wimmer Associates 1, LLC | 0.19% | Reduce -2.8% | 3,785 | $367K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -97.5% | 3,747 | $364K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -97.5% | 3,747 | $364K |
| FMR LLC | 0.00% | Add +386.1% | 3,743 | $363K |
| Ayalon Insurance Comp Ltd. | 0.12% | New | 3,730 | $362K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.6% | 3,586 | $344K |
| Willner & Heller, LLC | 0.32% | Add +6.2% | 3,463 | $336K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.3% | 3,306 | $321K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.6% | 3,241 | $314K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -8.3% | 3,028 | $294K |
| Trustmark Bank Trust Department | 0.02% | New | 3,000 | $291K |
| Brand Asset Management Group, Inc. | 0.12% | Add +2.1% | 2,974 | $289K |
| Koshinski Asset Management, Inc. | 0.03% | New | 2,904 | $277K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -6.9% | 2,846 | $276K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.3% | 2,810 | $273K |
| 360 Financial, Inc. | 0.10% | New | 2,804 | $272K |
| Peoples Bank | 0.14% | New | 2,707 | $263K |
| Legacy Capital Group California, Inc. | 0.09% | New | 2,690 | $261K |
| Northwest Financial Advisors | 0.24% | Add +16.6% | 2,425 | $235K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 2,379 | $231K |
| Schrum Private Wealth Management LLC | 0.20% | No change | 2,300 | $223K |
| Southland Equity Partners LLC | 0.06% | Add +5.4% | 2,073 | $201K |
| Sound Income Strategies, LLC | 0.01% | No change | 2,035 | $197K |
| Continuum Advisory, LLC | 0.03% | Add +81.5% | 2,022 | $196K |
| Operose Advisors LLC | 0.06% | New | 1,675 | $163K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -65.2% | 1,595 | $155K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,482 | $144K |
| Larson Financial Group LLC | 0.01% | New | 1,338 | $130K |
| Clearstead Advisors, LLC | 0.00% | Add +24.1% | 1,330 | $129K |
| Mather Group, Llc. | 0.00% | Add +5.7% | 1,136 | $125K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +66.8% | 1,256 | $121K |
| Westside Investment Management, Inc. | 0.03% | Add +7.2% | 1,223 | $119K |
| Private Trust Co. NA | 0.01% | Add +42.7% | 1,099 | $107K |
| IFP Advisors, Inc | 0.00% | Reduce -75.6% | 1,089 | $106K |
| Financial Network Wealth Advisors LLC | 0.06% | New | 871 | $85K |
| Ancora Advisors LLC | 0.00% | No change | 840 | $82K |
| MidAtlantic Capital Management, Inc. | 0.06% | Reduce -5.9% | 753 | $73K |
| Cwm, LLC | 0.00% | Add +20.3% | 712 | $69K |
| Christopher J. Hasenberg, Inc | 0.03% | Reduce -99.6% | 608 | $59K |
| Glassman Wealth Services | 0.01% | Add +15.3% | 588 | $57K |
| International Assets Investment Management, LLC | 0.01% | New | 553 | $54K |
| Bessemer Group Inc. | 0.00% | New | 475 | $46K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.7% | 429 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -9.9% | 419 | $41K |
| Cape Investment Advisory, Inc. | 0.02% | Add +30.2% | 379 | $37K |
| Flputnam Investment Management Co. | 0.00% | New | 354 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.0% | 272 | $26K |
| Costello Asset Management, INC | 0.01% | No change | 200 | $19K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $19K |
| Peoples Bank | 0.02% | No change | 199 | $19K |
| Tsfg, LLC | 0.00% | No change | 200 | $19K |
| Aspire Private Capital, LLC | 0.00% | Add +25.5% | 192 | $19K |
| Caitlin John, LLC | 0.01% | No change | 171 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.7% | 166 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 119 | $12K |
| Realta Investment Advisors | 0.00% | New | 100 | $10K |
| Pittenger & Anderson Inc. | 0.00% | New | 74 | $7K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 69 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 57 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 54 | $5K |
| Dogwood Wealth Management LLC | 0.00% | New | 14 | $1K |
| FWL Investment Management, LLC | 0.00% | New | 10 | $970 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 6 | $582 |
"% 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.