Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q3 2024 (September 30)345holders +34
58new positions
23sold out
4famous investors
$102.82avg. 13F price*
At the end of Q3 2024, 345 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 34 from Q2 2024. 58 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($508.8M), Morgan Stanley ($199.4M) and Northwestern Mutual Wealth Management Co. ($190.1M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $59.2M |
| Exits | 23 | $99.7M |
All 13F filers, Q2 2024 → Q3 2024: 7,419,334 shares bought and 1,705,149 shares sold, net +5,714,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| LPL Financial LLC | 0.23% | Add +7.7% | 4,960,121 | $508.8M |
| Morgan Stanley | 0.01% | Add +29.8% | 1,943,783 | $199.4M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +48.8% | 1,853,243 | $190.1M |
| Ameriprise Financial Inc. | 0.05% | Add +22.0% | 1,834,429 | $188.1M |
| Stifel Financial Corp. | 0.18% | Add +8.0% | 1,668,901 | $171.2M |
| Benjamin Edwards Inc. | 1.68% | Add +2305.0% | 1,122,759 | $115.2M |
| Commonwealth Equity Services, LLC | 0.17% | Add +1.6% | 1,117,887 | $114.7M |
| Thrivent Financial for Lutherans | 0.19% | Add +101.0% | 948,661 | $97.3M |
| Annex Advisory Services, LLC | 2.98% | Add +0.1% | 908,154 | $93.2M |
| Edmond DE Rothschild Holding S.A. | 1.46% | Add +5.2% | 883,003 | $90.6M |
| Smith Anglin Financial, LLC | 7.44% | Add +32.2% | 752,732 | $77.2M |
| HighTower Advisors, LLC | 0.11% | Add +93.0% | 752,283 | $77.2M |
| Syntegra Private Wealth Group, LLC | 8.26% | Add +4.5% | 697,217 | $71.5M |
| Osaic Holdings, Inc. | 0.14% | Add +12.1% | 625,127 | $64.1M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +22.5% | 621,416 | $63.7M |
| MML Investors Services, LLC | 0.23% | Add +14.5% | 615,479 | $63.1M |
| Cetera Investment Advisers | 0.12% | Add +11.7% | 542,722 | $55.7M |
| Trilogy Capital Inc. | 2.70% | Add +10.2% | 521,899 | $53.5M |
| Confluence Investment Management LLC | 0.71% | Add +10.2% | 518,323 | $53.2M |
| Eastern Bank | 0.94% | Add +1.6% | 511,978 | $52.5M |
| Bank of America Corp. | 0.00% | Add +11.5% | 494,168 | $50.7M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +28.3% | 480,040 | $49.2M |
| Focus Partners Wealth | 0.15% | Add +120.7% | 356,925 | $46.6M |
| Bogart Wealth, LLC | 1.93% | Add +3.1% | 396,577 | $40.7M |
| Good Life Advisors, LLC | 2.22% | Add +123.7% | 352,170 | $36.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.0% | 350,894 | $36.0M |
| Capital Planning Advisors, LLC | 4.73% | Add +0.8% | 305,681 | $31.4M |
| Avantax Advisory Services, Inc. | 0.19% | Add +17.0% | 285,222 | $29.3M |
| Focus Financial Network, Inc. | 1.12% | Add +6.4% | 266,923 | $27.4M |
| Raymond James & Associates | 0.02% | Add +23.7% | 263,614 | $27.0M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 262,901 | $27.0M |
| Private Advisor Group, LLC | 0.16% | Add +12.5% | 252,780 | $25.9M |
| UBS Group AG | 0.01% | Reduce -18.1% | 232,482 | $23.8M |
| Family Investment Center, Inc. | 5.95% | Add +7.5% | 231,080 | $23.7M |
| Equitable Holdings, Inc. | 0.23% | Add +18.0% | 228,181 | $23.4M |
| Pacific Center for Financial Services | 6.00% | Add +1.1% | 221,970 | $22.8M |
| Jones Financial Companies LLLP | 0.02% | Add +161.7% | 214,459 | $22.0M |
| Financial Partners Group, Inc | 3.16% | Add +6.3% | 208,080 | $21.3M |
| Hengehold Capital Management LLC | 1.70% | Add +1.6% | 174,501 | $17.9M |
| WFA Asset Management Corp | 9.54% | Add +20.5% | 171,100 | $17.6M |
| Wells Fargo & Company | 0.00% | Add +242.3% | 168,936 | $17.3M |
| GGM Financial LLC | 14.65% | Add +2.3% | 165,613 | $17.0M |
| KPP Advisory Services LLC | 4.04% | Add +418.6% | 164,013 | $16.8M |
| Milestone Investment Advisors LLC | 4.66% | Reduce -6.7% | 162,300 | $16.6M |
| Avior Wealth Management, LLC | 0.65% | Reduce -28.2% | 160,314 | $16.4M |
| Bensler, LLC | 2.01% | Add +6.8% | 155,456 | $15.9M |
| Adamsbrown Wealth Consultants LLC | 5.30% | Add +4.2% | 148,789 | $15.3M |
| GeoWealth Management, LLC | 0.51% | Add +322.2% | 140,679 | $14.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +18.1% | 136,325 | $14.0M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +8.6% | 132,013 | $13.5M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +130.1% | 131,378 | $13.5M |
| Sowell Financial Services LLC | 0.59% | Reduce -7.0% | 124,567 | $12.8M |
| Masso Torrence Wealth Management Inc. | 6.57% | Add +1.3% | 118,761 | $12.2M |
| Wealthspire Retirement, LLC | 0.98% | Add +4.4% | 117,951 | $12.1M |
| Alaska Wealth Advisors, LLC | 1.79% | Reduce -1.2% | 116,314 | $11.9M |
| Schwallier Wealth Management LLC | 8.25% | Add +6.2% | 112,383 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.6% | 106,811 | $11.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | Add +2.5% | 104,242 | $10.7M |
| Spectrum Wealth Advisory Group, LLC | 5.91% | New | 102,778 | $10.5M |
| Mgo One Seven LLC | 0.45% | Add +1.7% | 100,258 | $10.3M |
| Sax Wealth Advisors, LLC | 0.91% | Add +1435.7% | 99,358 | $10.2M |
| NewEdge Advisors, LLC | 0.07% | Add +2.3% | 99,006 | $10.2M |
| Landmark Wealth Management, Inc. | 5.02% | Add +9.8% | 98,216 | $10.1M |
| Enzi Wealth | 3.89% | Add +9.5% | 95,280 | $10.0M |
| Smith, Moore & Co. | 0.94% | Add +161.6% | 96,212 | $9.9M |
| Fermata Advisors, LLC | 1.98% | Add +13.8% | 95,313 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +8.8% | 93,468 | $9.6M |
| Aveo Capital Partners, LLC | 0.99% | Add +3.2% | 91,170 | $9.4M |
| Journey Advisory Group, LLC | 1.06% | No change | 90,738 | $8.8M |
| Fifth Third Securities, Inc. | 0.80% | Reduce -4.7% | 82,594 | $8.5M |
| Secure Asset Management, LLC | 1.42% | Add +0.2% | 82,098 | $8.4M |
| Cypress Capital Group | 0.93% | Reduce -5.8% | 80,942 | $8.3M |
| Aspen Wealth Strategies, LLC | 5.32% | Add +6.5% | 80,523 | $8.3M |
| Thoroughbred Financial Services, LLC | 0.53% | Add +21.1% | 80,465 | $8.3M |
| Level Four Advisory Services, LLC | 0.35% | Add +12.8% | 82,983 | $8.2M |
| Hunter Associates Investment Management LLC | 1.26% | Add +12.7% | 79,306 | $8.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.4% | 79,017 | $8.1M |
| IHT Wealth Management, LLC | 0.23% | Add +4.7% | 77,462 | $7.9M |
| Sagace Wealth Management LLC | 5.98% | Add +33.7% | 74,059 | $7.7M |
| Boulder Wealth Advisors, LLC | 4.18% | Add +6.4% | 74,931 | $7.7M |
| Principle Wealth Partners LLC | 0.54% | Reduce -0.4% | 74,319 | $7.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +1875.5% | 74,022 | $7.6M |
| Orion Portfolio Solutions, LLC | 0.08% | Add +1875.5% | 74,022 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.51% | Add +15.2% | 71,037 | $7.3M |
| WCG Wealth Advisors LLC | 0.49% | New | 70,754 | $7.3M |
| TruWealth Advisors, LLC | 0.43% | Add +8.9% | 68,001 | $7.0M |
| USAdvisors Wealth Management, LLC | 2.35% | Add +5.7% | 65,510 | $6.7M |
| Concourse Financial Group Securities, Inc. | 0.39% | Add +25.1% | 63,894 | $6.6M |
| Mfa Wealth Advisors, LLC | 1.40% | Add +0.7% | 62,237 | $6.4M |
| Redhawk Wealth Advisors, Inc. | 0.91% | Reduce -48.3% | 61,933 | $6.4M |
| D. E. Shaw & Co. | 0.01% | Add +39.9% | 61,573 | $6.3M |
| Visionary Wealth Advisors | 0.38% | Reduce -2.8% | 61,328 | $6.3M |
| Liberty One Investment Management, LLC | 0.64% | Reduce -0.3% | 60,884 | $6.2M |
| Concord Wealth Partners | 1.03% | Add +4.5% | 60,379 | $6.2M |
| Principal Securities, Inc. | 0.15% | Add +70.1% | 59,378 | $6.1M |
| Burns Matteson Capital Management, LLC | 3.38% | Add +8.0% | 58,700 | $6.0M |
| Zimmermann Investment Management & Planning LLC | 1.84% | Reduce -37.6% | 58,331 | $6.0M |
| Concord Asset Management, LLC | 1.35% | Add +6.6% | 58,095 | $6.0M |
| Onyx Bridge Wealth Group LLC | 0.87% | New | 56,570 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.16% | Add +10.1% | 55,209 | $5.7M |
"% 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.