Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q4 2025 (December 31)422holders +25
34new positions
33sold out
3famous investors
$102.50avg. 13F price*
At the end of Q4 2025, 422 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 25 from Q3 2025. 34 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($473.4M), Morgan Stanley ($247.1M) and Vantagepoint Investment Advisers LLC ($143.4M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $29.0M |
| Exits | 33 | $30.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,940,464 shares bought and 1,697,556 shares sold, net +242,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 422 holders
| LPL Financial LLC | 0.13% | Reduce -6.6% | 4,622,130 | $473.4M |
| Morgan Stanley | 0.01% | Add +11.7% | 2,413,021 | $247.1M |
| Vantagepoint Investment Advisers LLC | 1.15% | Reduce -7.0% | 1,400,550 | $143.4M |
| Cetera Investment Advisers | 0.15% | Add +11.6% | 1,307,111 | $133.9M |
| Ameriprise Financial Inc. | 0.03% | Add +0.3% | 1,191,339 | $122.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -10.7% | 1,168,200 | $119.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.4% | 966,036 | $98.9M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -0.8% | 959,334 | $98.3M |
| Jones Financial Companies LLLP | 0.05% | Add +15.0% | 812,479 | $83.2M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 643,460 | $65.9M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 563,133 | $57.7M |
| Focus Partners Wealth | 0.05% | Reduce -0.9% | 451,830 | $47.0M |
| Stifel Financial Corp. | 0.04% | Reduce -1.9% | 441,293 | $45.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -16.3% | 426,523 | $43.7M |
| Straightline Group LLC | 20.98% | Add +3.1% | 354,219 | $38.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -6.9% | 340,970 | $34.9M |
| Focus Financial Network, Inc. | 1.18% | Add +3.3% | 329,674 | $33.8M |
| Equitable Trust Co. | 1.51% | Add +272.7% | 329,642 | $33.8M |
| TruWealth Advisors, LLC | 1.64% | Add +6.1% | 328,001 | $33.6M |
| Trilogy Capital Inc. | 1.42% | Reduce -0.7% | 311,051 | $31.9M |
| NewEdge Advisors, LLC | 0.12% | Add +3.0% | 310,765 | $31.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 310,024 | $31.8M |
| UMB Bank, n.a. | 0.42% | Add +4.1% | 308,809 | $31.6M |
| Crestwood Advisors Group, LLC | 0.49% | Add +2.6% | 285,766 | $29.3M |
| Capital Planning Advisors, LLC | 3.75% | Reduce -0.3% | 274,130 | $28.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -15.7% | 255,238 | $26.1M |
| Atlantic Union Bankshares Corp | 0.48% | Add +11.2% | 251,020 | $25.7M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 248,095 | $25.4M |
| Private Advisor Group, LLC | 0.11% | Add +16.9% | 229,822 | $23.5M |
| Sax Wealth Advisors, LLC | 0.92% | Add +17.0% | 191,398 | $19.6M |
| KPP Advisory Services LLC | 2.82% | Add +1.6% | 189,315 | $19.4M |
| MML Investors Services, LLC | 0.05% | Add +1.4% | 185,451 | $19.0M |
| Blue Water Asset Management | 6.83% | — | 185,326 | $19.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +17.0% | 181,866 | $18.6M |
| Trust Co. of Toledo NA | 1.83% | Add +3.6% | 181,072 | $18.5M |
| UBS Group AG | 0.00% | Reduce -3.9% | 180,738 | $18.5M |
| Foundations Investment Advisors, LLC | 0.22% | Reduce -0.7% | 163,284 | $16.7M |
| Everest Financial Group LLC | 3.71% | — | 161,743 | $16.6M |
| Hunter Associates Investment Management LLC | 2.20% | Add +7.1% | 160,795 | $16.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.52% | Add +4.8% | 144,273 | $14.8M |
| Family Investment Center, Inc. | 2.95% | Add +0.8% | 142,614 | $14.6M |
| Wealthspire Retirement, LLC | 0.88% | Add +3.6% | 142,002 | $14.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +2937.6% | 139,853 | $14.3M |
| WCG Wealth Advisors LLC | 0.40% | Add +12.8% | 139,727 | $14.3M |
| Equitable Holdings, Inc. | 0.10% | Reduce -14.1% | 139,533 | $14.3M |
| Bleakley Financial Group, LLC | 0.24% | Add +2.6% | 134,639 | $13.8M |
| Cwm, LLC | 0.04% | Add +12.2% | 133,261 | $13.6M |
| Corecam Pte. Ltd. | 7.04% | Add +21.7% | 129,470 | $13.3M |
| NBZ Investment Advisors LLC | 5.48% | Add +9.8% | 122,663 | $12.6M |
| Madrona Financial Services, LLC | 2.64% | Add +2.4% | 120,448 | $12.3M |
| HighPoint Advisor Group LLC | 0.27% | New | 120,231 | $12.3M |
| Sowell Financial Services LLC | 0.45% | Add +4.1% | 119,044 | $12.2M |
| Traction Financial Partners, LLC | 7.13% | Add +6.0% | 117,406 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +5.2% | 113,037 | $11.6M |
| Merit Financial Group, LLC | 0.09% | Add +16.5% | 105,797 | $10.8M |
| WESCAP Management Group, Inc. | 2.09% | Add +11.7% | 100,858 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.2% | 99,583 | $10.2M |
| Capital Developers, LLC | 8.96% | — | 97,624 | $10.0M |
| Oasis Advisors, LLC | 5.29% | — | 97,525 | $10.0M |
| Prevail Innovative Wealth Advisors, LLC | 1.75% | Add +30.9% | 95,633 | $9.8M |
| Precedent Wealth Partners, LLC | 2.05% | Add +5.7% | 95,278 | $9.8M |
| Wealth Enhancement Trust Services, Inc. | 1.18% | — | 91,198 | $9.3M |
| Thoroughbred Financial Services, LLC | 0.55% | Reduce -4.4% | 91,153 | $9.3M |
| Dahring | Cusmano LLC | 6.39% | Add +3.4% | 89,764 | $9.2M |
| Altus Wealth Group LLC | 3.61% | Add +2.0% | 88,267 | $9.0M |
| Modern Wealth Management, LLC | 0.16% | Add +0.0% | 86,858 | $8.9M |
| Fifth Third Securities, Inc. | 0.57% | Reduce -20.2% | 84,966 | $8.7M |
| Concord Wealth Partners | 1.13% | Add +4.6% | 84,917 | $8.7M |
| Willow Financial LLC | 8.63% | — | 82,895 | $8.5M |
| Liberty Square Wealth Partners LLC | 2.41% | Add +35.6% | 82,514 | $8.5M |
| Cornerstone Wealth Management, LLC | 0.44% | Add +13.4% | 82,160 | $8.4M |
| Concord Asset Management, LLC | 1.46% | Add +3.4% | 82,057 | $8.4M |
| Clark Wealth Partners | 4.98% | No change | 79,744 | $8.2M |
| NewEdge Wealth, LLC | 0.09% | Reduce -4.8% | 79,570 | $8.1M |
| Trivium Point Advisory, LLC | 0.82% | Add +0.9% | 79,231 | $8.1M |
| Investors Portfolio Services LLC | 7.18% | — | 77,882 | $8.0M |
| Harbour Investments, Inc. | 0.15% | Add +12.4% | 74,606 | $7.6M |
| Atticus Wealth Management, LLC | 1.83% | Reduce -0.5% | 72,520 | $7.4M |
| IHT Wealth Management, LLC | 0.18% | Reduce -0.1% | 71,985 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -51.6% | 71,284 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.39% | Add +3.0% | 70,916 | $7.3M |
| DHJJ Financial Advisors, Ltd. | 2.40% | Add +0.9% | 70,505 | $7.2M |
| Anfield Capital Management, LLC | 2.27% | Add +1.4% | 70,189 | $7.2M |
| Tudor Investment Corporation | 0.04% | Add +76.2% | 69,192 | $7.1M |
| Principal Securities, Inc. | 0.11% | Add +2.0% | 67,058 | $6.9M |
| Denver Wealth Management, Inc. | 2.43% | Add +18.1% | 67,013 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -47.8% | 65,286 | $6.7M |
| Level Four Advisory Services, LLC | 0.22% | Reduce -0.7% | 64,945 | $6.7M |
| Mgo One Seven LLC | 0.14% | Reduce -5.9% | 64,711 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -7.3% | 63,074 | $6.5M |
| Corecam AG | 6.45% | — | 62,775 | $6.4M |
| Burns Matteson Capital Management, LLC | 2.55% | Add +1.7% | 62,056 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 61,094 | $6.3M |
| Lighthouse Wealth Management Inc. | 4.15% | Reduce -0.7% | 59,284 | $6.1M |
| Principle Wealth Partners LLC | 0.34% | Reduce -5.5% | 59,028 | $6.0M |
| XY Planning Network, Inc. | 1.04% | Add +418.2% | 58,488 | $6.0M |
| Berkeley, Inc | 1.90% | Reduce -10.6% | 58,303 | $6.0M |
| Spectrum Wealth Advisory Group, LLC | 2.19% | Reduce -3.2% | 58,180 | $6.0M |
| PCG Wealth Advisors, LLC | 1.69% | Add +12.5% | 58,166 | $6.0M |
| Forge Financial Services LLC | 2.48% | Add +0.5% | 56,684 | $5.8M |
"% 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.