Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q1 2025 (March 31)403holders −1
46new positions
47sold out
3famous investors
$91.55avg. 13F price*
At the end of Q1 2025, 403 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, down 1 from Q4 2024. 46 opened new positions and 47 sold out. The largest holders were LPL Financial LLC ($475.3M), Morgan Stanley ($179.8M) and Stifel Financial Corp. ($173.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $117.3M |
| Exits | 47 | $71.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,050,605 shares bought and 7,641,015 shares sold, net −3,590,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| LPL Financial LLC | 0.18% | Reduce -2.8% | 5,192,398 | $475.3M |
| Morgan Stanley | 0.01% | Reduce -9.9% | 1,963,884 | $179.8M |
| Stifel Financial Corp. | 0.18% | Add +5.1% | 1,889,977 | $173.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -8.7% | 1,840,029 | $168.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -27.9% | 1,366,191 | $125.1M |
| Commonwealth Equity Services, LLC | 0.17% | Add +6.6% | 1,273,426 | $116.6M |
| Benjamin Edwards Inc. | 1.55% | Add +2.4% | 1,212,974 | $111.0M |
| Annex Advisory Services, LLC | 2.88% | Add +5.4% | 1,109,163 | $101.5M |
| Raymond James Financial Inc. | 0.04% | Add +10.2% | 1,037,099 | $94.9M |
| Cetera Investment Advisers | 0.13% | Add +23.2% | 731,980 | $67.0M |
| MML Investors Services, LLC | 0.20% | Add +8.6% | 663,731 | $60.8M |
| Syntegra Private Wealth Group, LLC | 6.85% | Reduce -9.9% | 640,298 | $58.6M |
| Bank of America Corp. | 0.01% | Add +11.4% | 631,987 | $57.8M |
| Edmond DE Rothschild Holding S.A. | 0.97% | Reduce -31.8% | 603,301 | $55.2M |
| Osaic Holdings, Inc. | 0.12% | Reduce -29.4% | 593,856 | $54.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +33.8% | 578,294 | $52.9M |
| Confluence Investment Management LLC | 0.72% | Add +0.9% | 548,049 | $50.2M |
| Jones Financial Companies LLLP | 0.04% | Add +37.4% | 531,383 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -9.8% | 471,680 | $43.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -41.8% | 460,261 | $42.1M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -63.9% | 383,735 | $40.8M |
| Wells Fargo & Company | 0.01% | Add +53.5% | 399,535 | $36.6M |
| Capital Planning Advisors, LLC | 5.17% | Add +5.5% | 365,770 | $33.5M |
| Focus Partners Wealth | 0.08% | Reduce -0.9% | 428,064 | $33.3M |
| Straightline Group LLC | 21.45% | New | 362,032 | $33.2M |
| Trilogy Capital Inc. | 1.63% | Reduce -34.5% | 338,633 | $31.0M |
| Focus Financial Network, Inc. | 1.13% | Add +7.3% | 302,492 | $27.7M |
| Crestwood Advisors Group, LLC | 0.52% | New | 297,511 | $27.2M |
| Avantax Advisory Services, Inc. | 0.16% | Reduce -3.7% | 295,613 | $27.1M |
| TruWealth Advisors, LLC | 1.61% | Add +45.6% | 290,700 | $26.6M |
| UMB Bank, n.a. | 0.44% | Add +156.2% | 289,341 | $26.5M |
| Royal Bank of Canada | 0.01% | Add +0.7% | 282,913 | $25.9M |
| NewEdge Advisors, LLC | 0.15% | Add +100.0% | 273,681 | $25.0M |
| Private Advisor Group, LLC | 0.14% | Reduce -6.2% | 256,527 | $23.5M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +9.6% | 231,298 | $21.2M |
| UBS Group AG | 0.00% | Reduce -26.3% | 208,764 | $19.1M |
| Adamsbrown Wealth Consultants LLC | 5.74% | Add +27.1% | 199,733 | $18.3M |
| KPP Advisory Services LLC | 3.34% | Add +5.6% | 192,164 | $17.6M |
| Equitable Holdings, Inc. | 0.16% | Reduce -19.3% | 186,652 | $17.1M |
| Foundations Investment Advisors, LLC | 0.30% | Add +5519.3% | 175,884 | $16.1M |
| Hengehold Capital Management LLC | 1.52% | Reduce -0.0% | 174,518 | $16.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -9.4% | 172,406 | $15.8M |
| Good Life Advisors, LLC | 1.09% | Add +6.8% | 169,742 | $15.5M |
| Sandy Spring Bank | 0.60% | Add +122.2% | 156,172 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -4.6% | 151,585 | $13.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | Add +3.0% | 147,696 | $13.5M |
| Family Investment Center, Inc. | 3.03% | Reduce -38.4% | 135,440 | $12.4M |
| Masso Torrence Wealth Management Inc. | 6.31% | Add +5.5% | 129,150 | $11.8M |
| Wealthspire Retirement, LLC | 0.91% | Add +6.7% | 125,085 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +22.0% | 121,616 | $11.1M |
| First International Bank & Trust | 3.49% | New | 120,499 | $11.0M |
| Hunter Associates Investment Management LLC | 1.66% | Add +23.9% | 118,023 | $10.8M |
| Sowell Financial Services LLC | 0.49% | Reduce -5.4% | 116,553 | $10.7M |
| Sax Wealth Advisors, LLC | 0.76% | Add +18.1% | 116,468 | $10.7M |
| Madrona Financial Services, LLC | 2.83% | Add +125.1% | 112,266 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.63% | Add +19.1% | 110,270 | $10.1M |
| Fifth Third Securities, Inc. | 0.85% | Add +2.6% | 110,079 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -7.1% | 107,579 | $9.8M |
| Enzi Wealth | 3.93% | Add +6.5% | 105,613 | $9.7M |
| Aveo Capital Partners, LLC | 1.61% | Add +10.3% | 102,590 | $9.7M |
| Smith, Moore & Co. | 0.88% | Add +4.1% | 103,942 | $9.5M |
| Corecam Pte. Ltd. | 5.11% | Add +39.2% | 101,810 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.9% | 100,983 | $9.2M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +3.9% | 100,983 | $9.2M |
| NewEdge Wealth, LLC | 0.17% | Add +12.6% | 100,675 | $9.2M |
| Spectrum Wealth Advisory Group, LLC | 4.40% | Reduce -18.9% | 100,259 | $9.2M |
| Traction Financial Partners, LLC | 7.12% | Add +594.3% | 99,575 | $9.1M |
| WCG Wealth Advisors LLC | 0.69% | Add +4.5% | 99,150 | $9.1M |
| NBZ Investment Advisors LLC | 5.13% | Add +26.9% | 96,952 | $8.9M |
| Merit Financial Group, LLC | 0.13% | Add +9.5% | 94,816 | $8.7M |
| Prevail Innovative Wealth Advisors, LLC | 2.31% | Add +34.1% | 94,627 | $8.7M |
| Sierra Ocean, LLC | 6.82% | Add +10.0% | 94,400 | $8.6M |
| Cypress Capital Group | 1.08% | Add +46.6% | 90,408 | $8.3M |
| Altus Wealth Group LLC | 3.83% | Add +67.8% | 89,248 | $8.2M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +11.9% | 88,362 | $8.1M |
| Level Four Advisory Services, LLC | 0.33% | Reduce -1.1% | 87,600 | $8.0M |
| Modern Wealth Management, LLC | 0.25% | Add +25.3% | 85,576 | $7.8M |
| Mgo One Seven LLC | 0.30% | Reduce -14.8% | 83,388 | $7.6M |
| Concord Wealth Partners | 1.22% | Add +50.1% | 81,326 | $7.4M |
| Dahring | Cusmano LLC | 6.32% | Add +6.9% | 80,160 | $7.3M |
| Concord Asset Management, LLC | 1.56% | Add +52.7% | 78,959 | $7.1M |
| Lighthouse Wealth Management Inc. | 6.37% | Reduce -1.7% | 75,957 | $7.0M |
| Bleakley Financial Group, LLC | 0.22% | New | 74,448 | $6.8M |
| Precedent Wealth Partners, LLC | 1.86% | Add +66.3% | 73,093 | $6.7M |
| Principle Wealth Partners LLC | 0.47% | Reduce -2.8% | 72,159 | $6.6M |
| Trivium Point Advisory, LLC | 0.81% | Add +58.3% | 70,930 | $6.5M |
| Mfa Wealth Advisors, LLC | 1.59% | Add +6.6% | 70,062 | $6.4M |
| LYNX Capital Group Ltd. | 3.18% | Add +9.2% | 67,468 | $6.2M |
| IHT Wealth Management, LLC | 0.19% | Reduce -8.6% | 67,341 | $6.2M |
| Anfield Capital Management, LLC | 2.28% | New | 67,330 | $6.2M |
| GWN Securities Inc. | 0.34% | Add +704.2% | 61,995 | $6.1M |
| Atticus Wealth Management, LLC | 1.97% | New | 65,874 | $6.0M |
| USAdvisors Wealth Management, LLC | 2.10% | Add +0.2% | 65,724 | $6.0M |
| Principal Securities, Inc. | 0.13% | No change | 61,005 | $6.0M |
| Integras Partners LLC | 5.68% | Reduce -1.1% | 64,756 | $5.9M |
| DHJJ Financial Advisors, Ltd. | 2.34% | Add +4.6% | 63,423 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.39% | Reduce -16.6% | 63,079 | $5.8M |
| TrueWealth Advisors, LLC | 1.84% | Add +14.8% | 61,346 | $5.6M |
| Gotham Asset Management | 0.05% | Add +35.4% | 60,700 | $5.6M |
| Advisory Services Network, LLC | 0.11% | Add +8.3% | 60,243 | $5.5M |
"% 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.