Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q4 2024 (December 31)404holders +59
49new positions
26sold out
5famous investors
$98.56avg. 13F price*
At the end of Q4 2024, 404 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 59 from Q3 2024. 49 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($526.0M), Morgan Stanley ($214.7M) and Northwestern Mutual Wealth Management Co. ($198.3M). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $87.9M |
| Exits | 26 | $15.6M |
All 13F filers, Q3 2024 → Q4 2024: 4,914,768 shares bought and 1,033,591 shares sold, net +3,881,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 404 holders
| LPL Financial LLC | 0.21% | Add +7.7% | 5,341,244 | $526.0M |
| Morgan Stanley | 0.02% | Add +12.2% | 2,180,146 | $214.7M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +8.7% | 2,014,166 | $198.3M |
| Ameriprise Financial Inc. | 0.05% | Add +3.2% | 1,893,415 | $186.3M |
| Stifel Financial Corp. | 0.18% | Add +7.8% | 1,798,266 | $177.1M |
| Commonwealth Equity Services, LLC | 0.17% | Add +6.9% | 1,194,776 | $117.7M |
| Benjamin Edwards Inc. | 1.67% | Add +5.5% | 1,184,911 | $116.7M |
| Thrivent Financial for Lutherans | 0.21% | Add +11.9% | 1,061,614 | $107.6M |
| Annex Advisory Services, LLC | 3.12% | Add +15.9% | 1,052,604 | $103.6M |
| Raymond James Financial Inc. | 0.03% | — | 940,775 | $92.6M |
| Edmond DE Rothschild Holding S.A. | 1.49% | Add +0.2% | 884,648 | $87.1M |
| Osaic Holdings, Inc. | 0.19% | Add +34.5% | 840,779 | $82.8M |
| HighTower Advisors, LLC | 0.11% | Add +5.1% | 790,463 | $77.8M |
| Smith Anglin Financial, LLC | 7.28% | Add +4.7% | 788,382 | $77.6M |
| Syntegra Private Wealth Group, LLC | 7.90% | Add +1.9% | 710,633 | $70.0M |
| MML Investors Services, LLC | 0.21% | Reduce -0.7% | 611,071 | $60.2M |
| Cetera Investment Advisers | 0.12% | Add +9.5% | 594,091 | $58.5M |
| Bank of America Corp. | 0.01% | Add +14.8% | 567,094 | $55.8M |
| Confluence Investment Management LLC | 0.74% | Add +4.8% | 543,291 | $53.5M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +9.0% | 523,050 | $51.5M |
| Trilogy Capital Inc. | 2.62% | Reduce -0.9% | 517,324 | $50.9M |
| Eastern Bank | 0.95% | Add +1.0% | 516,890 | $50.9M |
| Focus Partners Wealth | 0.11% | Add +21.1% | 432,118 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.1% | 432,085 | $42.5M |
| Bogart Wealth, LLC | 1.87% | Add +0.9% | 400,283 | $39.4M |
| Jones Financial Companies LLLP | 0.04% | Add +80.3% | 386,643 | $38.1M |
| Capital Planning Advisors, LLC | 5.27% | Add +13.4% | 346,527 | $34.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +7.7% | 307,053 | $30.2M |
| UBS Group AG | 0.01% | Add +21.8% | 283,148 | $27.9M |
| Focus Financial Network, Inc. | 1.10% | Add +5.6% | 281,815 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 280,904 | $27.7M |
| Private Advisor Group, LLC | 0.15% | Add +8.1% | 273,327 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +54.0% | 260,212 | $25.6M |
| Independent Advisor Alliance | 0.31% | Add +1709.1% | 235,333 | $23.2M |
| Financial Partners Group, Inc | 3.33% | Add +11.3% | 231,533 | $22.8M |
| Equitable Holdings, Inc. | 0.22% | Add +1.3% | 231,187 | $22.8M |
| Pacific Center for Financial Services | 5.80% | Add +3.2% | 229,031 | $22.6M |
| Family Investment Center, Inc. | 5.49% | Reduce -4.9% | 219,812 | $21.6M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +60.6% | 210,964 | $20.8M |
| TruWealth Advisors, LLC | 1.19% | Add +193.7% | 199,714 | $19.7M |
| Kestra Advisory Services, LLC | 0.10% | Add +39.6% | 190,254 | $18.7M |
| KPP Advisory Services LLC | 4.22% | Add +10.9% | 181,912 | $17.9M |
| Hengehold Capital Management LLC | 1.62% | Add +0.0% | 174,559 | $17.2M |
| WFA Asset Management Corp | 9.20% | Add +1.0% | 172,875 | $17.0M |
| Bensler, LLC | 1.97% | Add +8.5% | 168,696 | $16.6M |
| Milestone Investment Advisors LLC | 4.44% | Add +2.3% | 165,983 | $16.3M |
| Good Life Advisors, LLC | 1.14% | Reduce -54.9% | 158,999 | $15.7M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +20.4% | 158,876 | $15.6M |
| Adamsbrown Wealth Consultants LLC | 5.27% | Add +5.6% | 157,175 | $15.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | Add +37.6% | 143,401 | $14.1M |
| NewEdge Advisors, LLC | 0.08% | Add +38.2% | 136,848 | $13.5M |
| Clark Wealth Partners | 10.20% | — | 133,464 | $13.1M |
| Spectrum Wealth Advisory Group, LLC | 5.74% | Add +20.3% | 123,645 | $12.2M |
| Sowell Financial Services LLC | 0.64% | Reduce -1.1% | 123,254 | $12.1M |
| Masso Torrence Wealth Management Inc. | 6.34% | Add +3.1% | 122,445 | $12.1M |
| Wealthspire Retirement, LLC | 0.91% | Reduce -0.6% | 117,290 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +8.4% | 115,745 | $11.4M |
| Schwallier Wealth Management LLC | 8.66% | Add +2.9% | 115,593 | $11.4M |
| GeoWealth Management, LLC | 0.37% | Reduce -19.4% | 113,379 | $11.2M |
| UMB Bank, n.a. | 0.18% | New | 112,925 | $11.1M |
| Fifth Third Securities, Inc. | 0.90% | Add +29.9% | 107,295 | $10.6M |
| Enzi Wealth | 3.92% | Add +4.1% | 99,180 | $10.3M |
| Fermata Advisors, LLC | 1.87% | Add +6.5% | 101,505 | $10.0M |
| Smith, Moore & Co. | 0.90% | Add +3.8% | 99,844 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +6.7% | 99,712 | $9.8M |
| Sax Wealth Advisors, LLC | 0.76% | Reduce -0.8% | 98,615 | $9.7M |
| Mgo One Seven LLC | 0.37% | Reduce -2.4% | 97,825 | $9.6M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +31.3% | 97,196 | $9.6M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +31.3% | 97,196 | $9.6M |
| Hunter Associates Investment Management LLC | 1.43% | Add +20.2% | 95,293 | $9.4M |
| WCG Wealth Advisors LLC | 0.62% | Add +34.0% | 94,838 | $9.3M |
| Aveo Capital Partners, LLC | 1.00% | Add +2.0% | 93,003 | $9.2M |
| Thoroughbred Financial Services, LLC | 0.56% | Add +15.0% | 92,567 | $9.1M |
| Landmark Wealth Management, Inc. | 4.41% | Reduce -6.5% | 91,878 | $9.0M |
| Secure Asset Management, LLC | 1.36% | Add +11.0% | 91,092 | $9.0M |
| Journey Advisory Group, LLC | 1.06% | No change | 90,738 | $8.8M |
| NewEdge Wealth, LLC | 0.15% | Add +1344.8% | 89,406 | $8.8M |
| Level Four Advisory Services, LLC | 0.36% | Add +6.7% | 88,557 | $8.7M |
| Merit Financial Group, LLC | 0.15% | Add +130.2% | 86,602 | $8.5M |
| Aspen Wealth Strategies, LLC | 5.43% | Add +7.0% | 86,144 | $8.5M |
| Sierra Ocean, LLC | 6.90% | — | 85,796 | $8.4M |
| Pasadena Private Wealth, LLC | 1.65% | New | 81,301 | $8.0M |
| Concourse Financial Group Securities, Inc. | 0.45% | Add +20.6% | 77,022 | $8.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +64.3% | 78,928 | $7.8M |
| Lighthouse Wealth Management Inc. | 6.97% | — | 77,269 | $7.6M |
| NBZ Investment Advisors LLC | 4.21% | — | 76,374 | $7.5M |
| Boulder Wealth Advisors, LLC | 3.85% | Add +1.3% | 75,873 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.50% | Add +6.5% | 75,651 | $7.4M |
| Dahring | Cusmano LLC | 6.69% | — | 74,960 | $7.4M |
| TD Waterhouse Canada Inc. | 0.06% | New | 74,557 | $7.3M |
| Principle Wealth Partners LLC | 0.51% | Reduce -0.1% | 74,236 | $7.3M |
| IHT Wealth Management, LLC | 0.23% | Reduce -4.9% | 73,673 | $7.3M |
| Corecam Pte. Ltd. | 3.91% | New | 73,150 | $7.2M |
| Prevail Innovative Wealth Advisors, LLC | 2.01% | Add +71.2% | 70,557 | $6.9M |
| Sandy Spring Bank | 0.28% | New | 70,271 | $6.9M |
| Tableaux LLC | 5.57% | — | 68,403 | $6.7M |
| Modern Wealth Management, LLC | 0.25% | New | 68,314 | $6.7M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +22.2% | 67,463 | $6.6M |
| Mfa Wealth Advisors, LLC | 1.66% | Add +5.6% | 65,703 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.10% | Add +0.1% | 65,564 | $6.5M |
"% 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.