Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q3 2025 (September 30)397holders +2
36new positions
30sold out
2famous investors
$104.93avg. 13F price*
At the end of Q3 2025, 397 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 2 from Q2 2025. 36 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($519.6M), Morgan Stanley ($226.8M) and Vantagepoint Investment Advisers LLC ($158.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $208.7M |
| Exits | 30 | $94.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,521,830 shares bought and 3,242,705 shares sold, net +279,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| LPL Financial LLC | 0.15% | Add +0.7% | 4,950,085 | $519.6M |
| Morgan Stanley | 0.01% | Add +7.3% | 2,160,409 | $226.8M |
| Vantagepoint Investment Advisers LLC | 1.29% | New | 1,506,189 | $158.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -14.4% | 1,308,032 | $137.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -18.1% | 1,187,406 | $124.6M |
| Cetera Investment Advisers | 0.14% | Add +52.8% | 1,171,731 | $123.0M |
| Raymond James Financial Inc. | 0.03% | Reduce -3.2% | 980,272 | $102.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -5.3% | 967,085 | $101.5M |
| Jones Financial Companies LLLP | 0.05% | Add +17.0% | 706,521 | $74.2M |
| Bank of America Corp. | 0.01% | Add +15.1% | 650,657 | $68.3M |
| Wells Fargo & Company | 0.01% | Reduce -7.5% | 520,475 | $54.6M |
| Osaic Holdings, Inc. | 0.07% | Add +3.8% | 509,380 | $53.4M |
| Focus Partners Wealth | 0.08% | Add +5.8% | 455,761 | $47.8M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 449,728 | $47.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -6.6% | 366,283 | $38.4M |
| Straightline Group LLC | 20.79% | Add +6.5% | 343,563 | $36.1M |
| Focus Financial Network, Inc. | 1.19% | Add +2.4% | 319,064 | $33.5M |
| Trilogy Capital Inc. | 1.52% | Reduce -4.5% | 313,294 | $32.9M |
| TruWealth Advisors, LLC | 1.64% | Add +1.8% | 309,091 | $32.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -37.6% | 307,845 | $32.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -37.1% | 302,746 | $31.8M |
| NewEdge Advisors, LLC | 0.14% | Add +3.4% | 301,634 | $31.7M |
| UMB Bank, n.a. | 0.46% | Add +9.3% | 296,526 | $31.1M |
| Crestwood Advisors Group, LLC | 0.50% | Add +3.8% | 278,394 | $29.2M |
| Capital Planning Advisors, LLC | 3.96% | Add +0.3% | 274,950 | $28.9M |
| Royal Bank of Canada | 0.00% | Reduce -7.4% | 238,593 | $25.0M |
| Atlantic Union Bankshares Corp | 0.45% | Add +13.1% | 225,703 | $23.7M |
| Private Advisor Group, LLC | 0.10% | Add +6.7% | 196,607 | $20.6M |
| UBS Group AG | 0.00% | Reduce -10.9% | 188,051 | $19.7M |
| KPP Advisory Services LLC | 2.90% | Reduce -0.9% | 186,274 | $19.6M |
| MML Investors Services, LLC | 0.05% | Reduce -47.5% | 182,940 | $19.2M |
| Trust Co. of Toledo NA | 1.84% | Add +9.1% | 174,793 | $18.3M |
| WFA Asset Management Corp | 9.54% | Add +20.7% | 171,079 | $17.5M |
| Foundations Investment Advisors, LLC | 0.25% | Reduce -2.6% | 164,359 | $17.3M |
| Sax Wealth Advisors, LLC | 0.92% | Add +9.4% | 163,570 | $17.2M |
| Equitable Holdings, Inc. | 0.13% | Add +3.7% | 162,393 | $17.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.3% | 155,426 | $16.3M |
| Hunter Associates Investment Management LLC | 2.19% | Add +7.9% | 150,158 | $15.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.9% | 147,276 | $15.5M |
| Family Investment Center, Inc. | 3.08% | Add +1.4% | 141,467 | $14.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Add +9.4% | 137,633 | $14.4M |
| Wealthspire Retirement, LLC | 0.92% | Add +6.0% | 137,114 | $14.4M |
| Masso Torrence Wealth Management Inc. | 5.91% | Add +1.0% | 135,415 | $14.2M |
| Bleakley Financial Group, LLC | 0.32% | Add +13.5% | 131,235 | $13.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -20.2% | 125,053 | $13.1M |
| WCG Wealth Advisors LLC | 0.82% | Add +14.5% | 123,910 | $13.0M |
| Cwm, LLC | 0.04% | Add +836.7% | 118,759 | $12.5M |
| Madrona Financial Services, LLC | 2.73% | Add +1.4% | 117,678 | $12.4M |
| Sowell Financial Services LLC | 0.46% | Add +1.8% | 114,382 | $12.0M |
| First International Bank & Trust | 4.12% | Reduce -1.3% | 113,058 | $11.9M |
| NBZ Investment Advisors LLC | 6.14% | Add +11.6% | 111,767 | $11.7M |
| Traction Financial Partners, LLC | 7.18% | Add +14.3% | 110,809 | $11.6M |
| Smith, Moore & Co. | 0.87% | Add +1.0% | 108,105 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +5.8% | 107,474 | $11.3M |
| Fifth Third Securities, Inc. | 0.76% | Reduce -1.2% | 106,417 | $11.2M |
| Corecam Pte. Ltd. | 5.96% | Add +7.5% | 106,370 | $11.2M |
| Enzi Wealth | 3.91% | Add +0.6% | 106,874 | $11.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.4% | 98,376 | $10.3M |
| Thoroughbred Financial Services, LLC | 0.62% | Reduce -1.4% | 95,354 | $10.0M |
| Merit Financial Group, LLC | 0.09% | Reduce -1.3% | 90,797 | $9.5M |
| WESCAP Management Group, Inc. | 1.99% | Add +3.8% | 90,263 | $9.5M |
| Precedent Wealth Partners, LLC | 2.08% | Add +14.5% | 90,134 | $9.5M |
| Equitable Trust Co. | 0.43% | New | 88,446 | $9.3M |
| Modern Wealth Management, LLC | 0.18% | Add +1.2% | 86,837 | $9.1M |
| Dahring | Cusmano LLC | 6.58% | Add +4.9% | 86,779 | $9.1M |
| Altus Wealth Group LLC | 3.73% | Reduce -3.8% | 86,493 | $9.1M |
| NewEdge Wealth, LLC | 0.12% | Reduce -12.4% | 83,609 | $8.6M |
| Concord Wealth Partners | 1.18% | Add +1.0% | 81,181 | $8.5M |
| Concord Asset Management, LLC | 1.51% | Reduce -1.3% | 79,325 | $8.3M |
| Trivium Point Advisory, LLC | 0.84% | Add +6.2% | 78,521 | $8.2M |
| Clark Wealth Partners | 4.98% | Add +85.5% | 79,744 | $8.2M |
| Prevail Innovative Wealth Advisors, LLC | 1.49% | Add +15.6% | 73,044 | $7.7M |
| Atticus Wealth Management, LLC | 1.93% | Reduce -0.3% | 72,866 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.42% | Add +3.5% | 72,451 | $7.6M |
| IHT Wealth Management, LLC | 0.19% | Add +3.9% | 72,096 | $7.6M |
| DHJJ Financial Advisors, Ltd. | 2.49% | Add +3.4% | 69,843 | $7.3M |
| Anfield Capital Management, LLC | 2.14% | Add +2.8% | 69,235 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.49% | Add +5.1% | 68,826 | $7.2M |
| Mgo One Seven LLC | 0.17% | Reduce -7.4% | 68,788 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +2.3% | 68,046 | $7.1M |
| Harbour Investments, Inc. | 0.16% | Add +7.2% | 66,384 | $7.0M |
| Principal Securities, Inc. | 0.11% | Reduce -6.0% | 65,720 | $6.9M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -10.2% | 65,430 | $6.9M |
| Berkeley, Inc | 2.20% | Add +4.7% | 65,230 | $6.8M |
| Principle Wealth Partners LLC | 0.38% | Reduce -7.9% | 62,476 | $6.6M |
| Mason & Associates Inc | 1.30% | Add +5.5% | 61,525 | $6.5M |
| Burns Matteson Capital Management, LLC | 2.69% | Add +2.3% | 61,036 | $6.4M |
| Liberty Square Wealth Partners LLC | 1.97% | Add +35.8% | 60,861 | $6.4M |
| Spectrum Wealth Advisory Group, LLC | 2.60% | Reduce -70.9% | 60,116 | $6.3M |
| Lighthouse Wealth Management Inc. | 5.09% | Reduce -15.6% | 59,685 | $6.3M |
| Adamsbrown Wealth Consultants LLC | 1.64% | Reduce -74.7% | 56,814 | $6.0M |
| Denver Wealth Management, Inc. | 2.19% | Add +390.9% | 56,735 | $6.0M |
| Forge Financial Services LLC | 2.78% | Add +7.6% | 56,402 | $5.9M |
| Aspen Wealth Strategies, LLC | 3.31% | Reduce -2.4% | 56,252 | $5.9M |
| World Investment Advisors | 0.12% | Add +3.8% | 55,939 | $5.9M |
| Liberty One Investment Management, LLC | 0.33% | Reduce -2.5% | 55,721 | $5.8M |
| CENTRAL TRUST Co | 0.12% | Reduce -3.4% | 55,294 | $5.8M |
| WealthCare Investment Partners, LLC | 1.85% | Reduce -5.6% | 54,260 | $5.7M |
| Snider Financial Group | 1.49% | Add +1.4% | 52,025 | $5.5M |
| PCG Wealth Advisors, LLC | 1.58% | New | 51,688 | $5.4M |
"% 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.