Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q2 2025 (June 30)395holders −8
29new positions
38sold out
4famous investors
$98.27avg. 13F price*
At the end of Q2 2025, 395 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, down 8 from Q1 2025. 29 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($482.8M), Morgan Stanley ($197.8M) and Northwestern Mutual Wealth Management Co. ($150.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $45.4M |
| Exits | 38 | $147.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,098,203 shares bought and 8,892,092 shares sold, net −6,793,889 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 395 holders
| LPL Financial LLC | 0.16% | Reduce -5.3% | 4,914,604 | $482.8M |
| Morgan Stanley | 0.01% | Add +2.5% | 2,013,810 | $197.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -16.9% | 1,528,441 | $150.2M |
| Ameriprise Financial Inc. | 0.04% | Add +6.1% | 1,450,044 | $142.4M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -19.8% | 1,021,295 | $100.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -2.3% | 1,012,868 | $99.5M |
| Cetera Investment Advisers | 0.13% | Add +4.7% | 766,696 | $75.3M |
| Jones Financial Companies LLLP | 0.05% | Add +13.6% | 603,790 | $59.4M |
| Thrivent Financial for Lutherans | 0.13% | Add +57.5% | 604,422 | $59.4M |
| Bank of America Corp. | 0.00% | Reduce -10.5% | 565,508 | $55.6M |
| Wells Fargo & Company | 0.01% | Add +40.8% | 562,459 | $55.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.7% | 493,472 | $48.5M |
| Osaic Holdings, Inc. | 0.09% | Reduce -17.4% | 490,614 | $48.2M |
| HighTower Advisors, LLC | 0.06% | Add +4.7% | 481,715 | $47.3M |
| Stifel Financial Corp. | 0.04% | Reduce -76.4% | 445,744 | $43.8M |
| Focus Partners Wealth | 0.09% | Add +0.7% | 430,956 | $42.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -16.9% | 392,037 | $38.5M |
| MML Investors Services, LLC | 0.10% | Reduce -47.5% | 348,370 | $34.2M |
| Trilogy Capital Inc. | 1.57% | Reduce -3.1% | 328,016 | $32.2M |
| Straightline Group LLC | 19.80% | Reduce -10.9% | 322,600 | $31.7M |
| Avantax Advisory Services, Inc. | 0.17% | Add +7.0% | 316,369 | $31.1M |
| Focus Financial Network, Inc. | 1.21% | Add +3.0% | 311,483 | $30.6M |
| TruWealth Advisors, LLC | 1.64% | Add +4.5% | 303,723 | $29.8M |
| NewEdge Advisors, LLC | 0.15% | Add +6.6% | 291,706 | $28.7M |
| Capital Planning Advisors, LLC | 3.95% | Reduce -25.1% | 274,110 | $26.9M |
| UMB Bank, n.a. | 0.42% | Reduce -6.3% | 271,179 | $26.6M |
| Crestwood Advisors Group, LLC | 0.47% | Reduce -9.9% | 268,159 | $26.3M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 257,785 | $25.3M |
| Adamsbrown Wealth Consultants LLC | 6.38% | Add +12.2% | 224,089 | $22.0M |
| UBS Group AG | 0.00% | Add +1.1% | 211,035 | $20.7M |
| Spectrum Wealth Advisory Group, LLC | 9.44% | Add +106.1% | 206,591 | $20.3M |
| Syntegra Private Wealth Group, LLC | 2.06% | Reduce -67.9% | 205,463 | $20.2M |
| Atlantic Union Bankshares Corp | 0.45% | New | 199,538 | $19.6M |
| KPP Advisory Services LLC | 3.05% | Reduce -2.2% | 187,923 | $18.5M |
| Private Advisor Group, LLC | 0.10% | Reduce -28.2% | 184,250 | $18.1M |
| Good Life Advisors, LLC | 1.12% | Add +7.0% | 181,662 | $17.8M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -4.0% | 168,802 | $16.6M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.8% | 160,769 | $15.8M |
| Trust Co. of Toledo NA | 1.74% | New | 160,283 | $15.7M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +28.9% | 156,702 | $15.4M |
| Equitable Holdings, Inc. | 0.13% | Reduce -16.1% | 156,553 | $15.4M |
| Sax Wealth Advisors, LLC | 0.89% | Add +28.4% | 149,524 | $14.7M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -38.1% | 143,087 | $14.1M |
| WFA Asset Management Corp | 7.78% | Add +426.3% | 141,758 | $13.8M |
| Family Investment Center, Inc. | 3.10% | Add +3.0% | 139,452 | $13.7M |
| Hunter Associates Investment Management LLC | 2.03% | Add +17.9% | 139,184 | $13.7M |
| Masso Torrence Wealth Management Inc. | 6.09% | Add +3.9% | 134,117 | $13.2M |
| Wealthspire Retirement, LLC | 0.84% | Add +3.4% | 129,331 | $12.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.48% | Reduce -14.8% | 125,776 | $12.4M |
| Madrona Financial Services, LLC | 2.73% | Add +3.4% | 116,068 | $11.4M |
| Bleakley Financial Group, LLC | 0.29% | Add +55.3% | 115,642 | $11.4M |
| First International Bank & Trust | 3.92% | Reduce -4.9% | 114,598 | $11.3M |
| Sowell Financial Services LLC | 0.45% | Reduce -3.6% | 112,386 | $11.0M |
| WCG Wealth Advisors LLC | 0.69% | Add +9.1% | 108,182 | $10.6M |
| Fifth Third Securities, Inc. | 0.79% | Reduce -2.1% | 107,715 | $10.6M |
| Enzi Wealth | 3.87% | Add +0.6% | 106,234 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.2% | 107,376 | $10.5M |
| Smith, Moore & Co. | 0.88% | Add +3.0% | 107,028 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +0.6% | 101,553 | $10.0M |
| Onyx Bridge Wealth Group LLC | 1.31% | Add +124.9% | 101,182 | $9.9M |
| NBZ Investment Advisors LLC | 5.63% | Add +3.3% | 100,125 | $9.8M |
| Corecam Pte. Ltd. | 5.47% | Reduce -2.8% | 98,930 | $9.7M |
| NewEdge Wealth, LLC | 0.15% | Reduce -5.2% | 95,404 | $9.6M |
| Traction Financial Partners, LLC | 6.46% | Reduce -2.6% | 96,985 | $9.5M |
| Thoroughbred Financial Services, LLC | 0.66% | Reduce -12.3% | 96,688 | $9.5M |
| Merit Financial Group, LLC | 0.10% | Reduce -3.0% | 91,960 | $9.0M |
| Sierra Ocean, LLC | 6.46% | Reduce -3.3% | 91,276 | $9.0M |
| Altus Wealth Group LLC | 3.91% | Add +0.7% | 89,896 | $8.8M |
| WESCAP Management Group, Inc. | 1.94% | Add +508.5% | 86,952 | $8.5M |
| Modern Wealth Management, LLC | 0.21% | Add +0.3% | 85,796 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -45.4% | 82,783 | $8.2M |
| Dahring | Cusmano LLC | 6.33% | Add +3.2% | 82,690 | $8.1M |
| Concord Asset Management, LLC | 1.19% | Add +1.8% | 80,358 | $7.9M |
| Concord Wealth Partners | 1.15% | Reduce -1.2% | 80,358 | $7.9M |
| Precedent Wealth Partners, LLC | 1.90% | Add +7.7% | 78,742 | $7.7M |
| Mgo One Seven LLC | 0.24% | Reduce -10.9% | 74,297 | $7.3M |
| Trivium Point Advisory, LLC | 0.79% | Add +4.2% | 73,938 | $7.3M |
| Atticus Wealth Management, LLC | 1.94% | Add +11.0% | 73,104 | $7.2M |
| Level Four Advisory Services, LLC | 0.26% | Reduce -16.8% | 72,892 | $7.2M |
| Lighthouse Wealth Management Inc. | 6.01% | Reduce -6.9% | 70,715 | $6.9M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +11.0% | 69,994 | $6.9M |
| Principal Securities, Inc. | 0.13% | Add +14.7% | 69,940 | $6.9M |
| IHT Wealth Management, LLC | 0.19% | Add +3.0% | 69,375 | $6.8M |
| Principle Wealth Partners LLC | 0.42% | Reduce -6.0% | 67,824 | $6.7M |
| DHJJ Financial Advisors, Ltd. | 2.40% | Add +6.5% | 67,580 | $6.6M |
| Anfield Capital Management, LLC | 2.19% | Add +0.0% | 67,358 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +20.9% | 66,528 | $6.5M |
| USAdvisors Wealth Management, LLC | 2.39% | Reduce -0.3% | 65,497 | $6.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.39% | Reduce -33.2% | 63,192 | $6.2M |
| TrueWealth Advisors, LLC | 1.81% | Add +1.7% | 62,395 | $6.1M |
| Berkeley, Inc | 2.20% | Add +2144.8% | 62,292 | $6.1M |
| Harbour Investments, Inc. | 0.15% | Add +17.4% | 61,949 | $6.1M |
| Burns Matteson Capital Management, LLC | 2.83% | Add +10.8% | 59,662 | $5.9M |
| WealthCare Investment Partners, LLC | 2.09% | Reduce -4.8% | 57,500 | $5.8M |
| Mason & Associates Inc | 1.32% | Add +1.8% | 58,338 | $5.7M |
| Meridian Wealth Management, LLC | 0.24% | Add +7.8% | 58,002 | $5.7M |
| Aspen Wealth Strategies, LLC | 3.41% | Add +1.9% | 57,629 | $5.7M |
| CENTRAL TRUST Co | 0.13% | Reduce -1.0% | 57,250 | $5.6M |
| Liberty One Investment Management, LLC | 0.57% | Add +0.5% | 57,150 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1118.5% | 55,577 | $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.