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 |
| DHJJ Financial Advisors, Ltd. | 2.23% | Add +6.5% | 54,987 | $5.6M |
| Meridian Wealth Management, LLC | 0.28% | Add +50.2% | 54,592 | $5.6M |
| Kovack Advisors, Inc. | 0.59% | Reduce -25.0% | 54,414 | $5.6M |
| CENTRAL TRUST Co | 0.12% | Add +12.7% | 51,420 | $5.3M |
| WealthCare Investment Partners, LLC | 2.28% | Add +18.7% | 51,222 | $5.2M |
| Altus Wealth Group LLC | 2.21% | Add +23.4% | 50,368 | $5.2M |
| World Investment Advisors | 0.16% | Add +114.8% | 49,962 | $5.1M |
| Sigma Planning Corp | 0.16% | Reduce -19.0% | 49,947 | $5.1M |
| Aspire Capital Advisors LLC | 1.48% | Add +2.8% | 48,475 | $5.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +25.2% | 48,055 | $4.9M |
| Bank of Montreal | 0.00% | Reduce -39.8% | 47,401 | $4.9M |
| PCG Wealth Advisors, LLC | 1.86% | Add +12.4% | 47,056 | $4.8M |
| US Bancorp \de | 0.01% | Add +12.5% | 46,878 | $4.8M |
| TrueWealth Advisors, LLC | 1.60% | New | 46,651 | $4.8M |
| Mason & Associates Inc | 1.19% | Reduce -6.8% | 46,614 | $4.8M |
| PSI Advisors, LLC | 1.36% | Add +2.2% | 45,241 | $4.6M |
| Harbour Investments, Inc. | 0.14% | Reduce -5.5% | 44,948 | $4.6M |
| Mariner, LLC | 0.01% | Add +1.2% | 43,536 | $4.5M |
| Trivium Point Advisory, LLC | 0.62% | Add +145.0% | 42,520 | $4.5M |
| Western Wealth Management, LLC | 0.25% | Add +16.2% | 43,130 | $4.4M |
| Advisory Services Network, LLC | 0.09% | No change | 44,942 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -21.4% | 42,225 | $4.3M |
| Prevail Innovative Wealth Advisors, LLC | 1.29% | Add +65.3% | 41,219 | $4.2M |
| Ameritas Advisory Services, LLC | 0.18% | Add +4.7% | 41,062 | $4.2M |
| Snider Financial Group | 1.52% | Add +5.5% | 40,519 | $4.2M |
| Perennial Investment Advisors, LLC | 0.53% | Add +5.6% | 39,443 | $4.0M |
| Penobscot Wealth Management | 2.14% | Add +5.0% | 38,563 | $4.0M |
| PFG Advisors | 0.25% | Add +3.4% | 38,112 | $3.9M |
| CPC Advisors, LLC | 0.58% | New | 37,694 | $3.9M |
| Merit Financial Group, LLC | 0.09% | Reduce -0.4% | 37,617 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.7% | 37,211 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -0.4% | 35,684 | $3.7M |
| New Millennium Group LLC | 2.36% | Add +120.2% | 35,583 | $3.6M |
| First Heartland Consultants, Inc. | 0.38% | Reduce -31.4% | 34,456 | $3.5M |
| Gotham Asset Management | 0.04% | Add +16.1% | 34,231 | $3.5M |
| Titleist Asset Management, LLC | 0.51% | Add +4.8% | 34,019 | $3.5M |
| Stephens Consulting, LLC | 0.80% | Add +18.8% | 30,593 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +38.2% | 29,694 | $3.0M |
| &partners | 0.05% | Add +70.2% | 27,180 | $2.8M |
| TrueMark Investments, LLC | 0.89% | New | 27,089 | $2.8M |
| Bfsg, LLC | 0.31% | Add +43.1% | 26,402 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -10.5% | 26,333 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.2% | 26,215 | $2.7M |
| Concentrum Wealth Management | 1.04% | Add +8.6% | 25,972 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -49.5% | 25,420 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +317.0% | 24,689 | $2.5M |
| LWM Advisory Services, LLC | 1.86% | Reduce -6.8% | 24,511 | $2.5M |
| CHB Investment Group, LLC | 1.32% | — | 24,335 | $2.5M |
| MAI Capital Management | 0.02% | Add +24.4% | 23,751 | $2.4M |
| Family Capital Management, Inc. | 1.55% | Add +11.2% | 23,444 | $2.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +18.1% | 22,907 | $2.3M |
| Dana Investment Advisors, Inc. | 0.08% | Add +11.4% | 22,532 | $2.3M |
| Firestone Capital Management | 0.55% | New | 21,493 | $2.2M |
| Financial Freedom, LLC | 1.16% | Add +6.5% | 21,378 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | Add +101.6% | 21,230 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +12.2% | 21,191 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 20,212 | $2.1M |
| Colonial River Investments, LLC | 1.02% | Add +4.0% | 19,982 | $2.0M |
| Axxcess Wealth Management, LLC | 0.05% | Add +3.9% | 19,892 | $2.0M |
| Tidal Investments LLC | 0.02% | New | 19,815 | $2.0M |
| Wiser Advisor Group LLC | 2.99% | Reduce -1.3% | 19,520 | $2.0M |
| GG Group Ventures, LLC | 2.91% | Reduce -3.1% | 19,232 | $2.0M |
| Fortis Capital Advisors, LLC | 0.67% | Add +12.9% | 19,391 | $2.0M |
| Belpointe Asset Management LLC | 0.12% | Add +12.9% | 19,391 | $2.0M |
| Waverly Advisors, LLC | 0.03% | Add +7.3% | 18,358 | $1.9M |
| Creative Planning | 0.00% | Add +0.4% | 18,046 | $1.9M |
| Swmg, LLC | 0.76% | Reduce -21.9% | 17,668 | $1.9M |
| TD Capital Management LLC | 0.18% | Add +9.6% | 17,956 | $1.8M |
| United Asset Strategies, Inc. | 0.17% | Add +96.1% | 17,762 | $1.8M |
| Comerica Bank | 0.01% | Add +23.8% | 17,361 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 16,958 | $1.7M |
| Csenge Advisory Group | 0.09% | Add +18.6% | 16,173 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.1% | 16,252 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.39% | New | 16,144 | $1.6M |
| Edge Financial Advisors LLC | 1.44% | Add +13.3% | 15,784 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.21% | New | 15,499 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -0.3% | 14,776 | $1.5M |
| Silver Oak Securities, Incorporated | 0.16% | Add +13.4% | 15,503 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.81% | Add +8.0% | 14,333 | $1.5M |
| Roman Butler Fullerton & Co. | 0.44% | Add +7.0% | 13,963 | $1.5M |
| Westfuller Advisors, LLC | 0.97% | — | 13,240 | $1.4M |
| Keystone Wealth Services, LLC | 0.37% | Reduce -12.4% | 13,125 | $1.3M |
| Independent Advisor Alliance | 0.05% | Add +32.9% | 13,008 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.8% | 12,973 | $1.3M |
| Creative Financial Designs Inc. | 0.11% | Add +40.6% | 12,526 | $1.3M |
| IFG Advisory, LLC | 0.08% | Add +22.2% | 12,488 | $1.3M |
| SFG Wealth Management, LLC. | 0.68% | Reduce -4.6% | 12,435 | $1.3M |
| Rollins Financial Advisors, LLC | 0.21% | Add +16.8% | 12,081 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.2% | 11,820 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -29.4% | 11,753 | $1.2M |
| Traction Financial Partners, LLC | 0.94% | Reduce -2.5% | 11,708 | $1.2M |
| Private Portfolio Partners LLC | 0.22% | Add +18.6% | 11,442 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Add +0.2% | 11,299 | $1.2M |
| Breakwater Capital Group | 0.23% | Add +6.2% | 11,109 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.10% | New | 10,985 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +228.4% | 10,643 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -46.3% | 10,670 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +21.3% | 10,255 | $1.1M |
| HM Payson & Co. | 0.02% | New | 9,900 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.1% | 9,516 | $976K |
| NFSG Corp | 0.33% | Add +4.7% | 9,180 | $942K |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 9,049 | $928K |
| Glass Jacobson Investment Advisors llc | 0.30% | Add +96.8% | 8,688 | $891K |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -68.2% | 8,592 | $881K |
| Pacific Sun Financial Corp | 0.47% | Add +11.4% | 8,361 | $858K |
| Legacy Financial Advisors, Inc. | 0.14% | Reduce -0.7% | 8,352 | $857K |
| JBR Co Financial Management Inc | 0.56% | Add +21.7% | 8,347 | $856K |
| Berger Financial Group, Inc | 0.06% | Add +0.8% | 8,278 | $849K |
| Bright Futures Wealth Management, LLC. | 0.41% | Add +29.3% | 8,457 | $846K |
| Priebe Wealth Holdings LLC | 0.61% | Add +39.1% | 8,175 | $839K |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +3.6% | 8,008 | $821K |
| DHK Financial Advisors, Inc. | 0.50% | No change | 8,000 | $821K |
| Centaurus Financial, Inc. | 0.05% | Add +9.4% | 7,987 | $819K |
| Meridian Financial Advisors, LLC | 0.53% | Reduce -3.0% | 7,665 | $786K |
| OneDigital Investment Advisors LLC | 0.01% | New | 7,630 | $783K |
| Key Client Fiduciary Advisors, LLC | 0.35% | Reduce -3.4% | 7,573 | $777K |
| Global Retirement Partners, LLC | 0.02% | Add +47.5% | 7,523 | $772K |
| Redwood Financial Network Corp | 0.60% | Add +1.6% | 7,478 | $767K |
| Fortis Group Advisors, LLC | 0.14% | Add +11.2% | 7,288 | $748K |
| Wesbanco Bank Inc. | 0.03% | New | 7,190 | $738K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.1% | 7,078 | $726K |
| Mutual Advisors, LLC | 0.02% | Add +7.0% | 6,952 | $703K |
| Clearstead Advisors, LLC | 0.01% | Add +410.4% | 6,788 | $696K |
| Whitaker-Myers Wealth Managers, LTD. | 0.23% | Add +0.4% | 6,757 | $693K |
| Symphony Financial Services, Inc. | 0.58% | Add +2.5% | 6,699 | $679K |
| Money Concepts Capital Corp. | 0.05% | Add +15.5% | 6,535 | $670K |
| Ullmann Wealth Partners Group, LLC | 0.09% | Add +0.1% | 6,480 | $665K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.7% | 6,434 | $660K |
| Twin Peaks Wealth Advisors, LLC | 0.30% | Reduce -2.6% | 6,386 | $655K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 6,200 | $636K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.0% | 6,188 | $635K |
| AE Wealth Management LLC | 0.01% | Reduce -14.6% | 6,100 | $626K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.1% | 5,843 | $625K |
| New Insight Wealth Advisors | 0.32% | New | 6,015 | $617K |
| Bank of Marin | 0.49% | No change | 5,953 | $611K |
| Jane Street Group, LLC | 0.00% | New | 5,927 | $608K |
| Advisory Alpha, LLC | 0.02% | Add +0.1% | 5,759 | $591K |
| Flow Traders U.S. LLC | 0.03% | New | 5,711 | $586K |
| Moneco Advisors, LLC | 0.07% | Add +8.8% | 5,665 | $581K |
| Arkadios Wealth Advisors | 0.03% | Add +0.1% | 5,561 | $570K |
| Investmark Advisory Group LLC | 0.27% | No change | 5,475 | $562K |
| Solutions 4 Wealth, Ltd | 1.07% | Add +8.5% | 5,336 | $547K |
| Trek Financial, LLC | 0.04% | New | 5,245 | $538K |
| Belmont Capital, LLC | 0.09% | New | 5,188 | $532K |
| Citadel Advisors | 0.00% | Reduce -55.3% | 5,118 | $525K |
| Trustmark Bank Trust Department | 0.04% | Add +66.7% | 5,000 | $513K |
| Aspire Wealth Management Corp | 0.26% | Add +26.3% | 4,790 | $491K |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 4,772 | $490K |
| Schrum Private Wealth Management LLC | 0.24% | Add +100.0% | 4,600 | $472K |
| Hancock Whitney Corp. | 0.01% | No change | 4,505 | $462K |
| OMNI 360 Wealth, Inc. | 0.32% | Reduce -35.7% | 4,486 | $460K |
| Cwm, LLC | 0.00% | Add +522.5% | 4,432 | $455K |
| 360 Financial, Inc. | 0.16% | Add +54.3% | 4,326 | $444K |
| FMR LLC | 0.00% | Add +15.3% | 4,315 | $443K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,278 | $439K |
| Advisor Resource Council | 0.18% | New | 3,951 | $405K |
| Absolute Capital Management, LLC | 0.24% | Reduce -4.1% | 3,936 | $404K |
| HRC Wealth Management, LLC | 0.26% | Add +0.1% | 3,857 | $396K |
| Signal Advisors Wealth, LLC | 0.06% | New | 3,854 | $395K |
| Wimmer Associates 1, LLC | 0.19% | No change | 3,785 | $388K |
| Lake Street Advisors Group, LLC | 0.02% | New | 3,778 | $388K |
| Ayalon Insurance Comp Ltd. | 0.12% | No change | 3,730 | $383K |
| Denver Wealth Management, Inc. | 0.18% | New | 3,715 | $381K |
| Global Assets Advisory, LLC | 0.21% | New | 3,737 | $381K |
| Willner & Heller, LLC | 0.34% | Add +7.2% | 3,711 | $381K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 3,680 | $375K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 3,637 | $373K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 3,733 | $370K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.0% | 3,550 | $364K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,525 | $362K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +23.7% | 3,477 | $357K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.7% | 3,428 | $352K |
| Harbor Investment Advisory, LLC | 0.03% | Add +11.7% | 3,381 | $347K |
| Southland Equity Partners LLC | 0.08% | Add +57.8% | 3,272 | $336K |
| Trexquant Investment LP | 0.00% | Reduce -70.0% | 3,194 | $328K |
| Nwam LLC | 0.02% | New | 3,183 | $326K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,075 | $315K |
| Brookstone Capital Management | 0.00% | New | 3,015 | $309K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +5.8% | 3,011 | $309K |
| Madrona Financial Services, LLC | 0.09% | New | 2,996 | $307K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 2,904 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +20.2% | 2,860 | $293K |
| Belvedere Trading LLC | 0.02% | New | 2,794 | $287K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -82.8% | 2,729 | $280K |
| Millennium Management | 0.00% | Reduce -81.6% | 2,715 | $279K |
| Brown Advisory Inc. | 0.00% | New | 2,580 | $265K |
| Narus Financial Partners, LLC | 0.09% | New | 2,575 | $264K |
| Compass Ion Advisors, LLC | 0.03% | New | 2,559 | $263K |
| Northwest Financial Advisors | 0.20% | Add +3.3% | 2,505 | $257K |
| OneAscent Wealth Management LLC | 0.10% | New | 2,474 | $254K |
| Continuum Advisory, LLC | 0.03% | Add +17.2% | 2,369 | $246K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,336 | $240K |
| Cerity Partners LLC | 0.00% | New | 2,284 | $234K |
| Raymond James Trust N.A. | 0.00% | New | 2,204 | $226K |
| Chemistry Wealth Management LLC | 0.05% | New | 2,146 | $220K |
| Capstone Capital LLC | 0.18% | New | 2,130 | $218K |
| Peoples Bank | 0.11% | Reduce -23.2% | 2,080 | $213K |
| Compound Planning, Inc. | 0.01% | New | 2,066 | $212K |
| Biltmore Family Office, LLC | 0.04% | New | 2,045 | $210K |
| Assetmark, Inc. | 0.00% | Add +318.4% | 1,753 | $180K |
| Geneos Wealth Management Inc. | 0.01% | Add +6.3% | 1,695 | $174K |
| Operose Advisors LLC | 0.06% | No change | 1,675 | $172K |
| Private Trust Co. NA | 0.01% | Add +20.3% | 1,322 | $136K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +2.4% | 1,286 | $131K |
| IFP Advisors, Inc | 0.00% | Add +14.5% | 1,247 | $128K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,223 | $122K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +22.2% | 1,064 | $109K |
| HHM Wealth Advisors, LLC | 0.01% | New | 925 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 840 | $86K |
| MidAtlantic Capital Management, Inc. | 0.06% | No change | 753 | $77K |
| Glassman Wealth Services | 0.01% | Add +8.0% | 635 | $65K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | New | 630 | $65K |
| CoreCap Advisors, LLC | 0.00% | Add +40.1% | 601 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | Add +39.8% | 530 | $54K |
| Bessemer Group Inc. | 0.00% | No change | 475 | $49K |
| Aspire Private Capital, LLC | 0.01% | Add +109.9% | 403 | $41K |
| Spire Wealth Management | 0.00% | New | 371 | $38K |
| Lanark Financial, Inc. | 0.00% | New | 306 | $31K |
| Capital Analysts, LLC | 0.00% | Reduce -97.1% | 293 | $30K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -81.3% | 277 | $28K |
| Anfield Capital Management, LLC | 0.01% | New | 239 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -83.7% | 218 | $22K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 210 | $21K |
| Tsfg, LLC | 0.00% | No change | 200 | $21K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 200 | $21K |
| Peoples Bank | 0.01% | No change | 199 | $20K |
| Alaska Permanent Capital Management, LLC | 0.00% | Reduce -99.9% | 198 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -90.7% | 190 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.9% | 177 | $18K |
| Caitlin John, LLC | 0.01% | No change | 171 | $18K |
| Johnson Financial Group, Inc. | 0.00% | New | 143 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 136 | $14K |
| Costello Asset Management, INC | 0.01% | Reduce -37.5% | 125 | $13K |
| Abich Financial Wealth Management LLC | 0.03% | New | 120 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 119 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -98.2% | 95 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 69 | $7K |
| Oarsman Capital, Inc. | 0.00% | New | 65 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 54 | $6K |
| Fifth Third Bancorp | 0.00% | New | 45 | $5K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -94.7% | 32 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -64.9% | 20 | $2K |
| Abound Wealth Management | 0.00% | New | 10 | $1K |
| National Bank of Canada | 0.00% | New | 10 | $1K |
| Citigroup Inc. | 0.00% | New | 3 | $308 |
"% 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.