Invesco S&P Midcap Qual ETFXMHQETF
13F holders, Q1 2026 (March 31)427holders +5
34new positions
31sold out
1famous investor
$103.29avg. 13F price*
At the end of Q1 2026, 427 institutions reported holding Invesco S&P Midcap Qual ETF (XMHQ) in their 13F filings, up 5 from Q4 2025. 34 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($459.1M), Morgan Stanley ($249.8M) and Cetera Investment Advisers ($145.0M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $45.4M |
| Exits | 31 | $37.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,033,955 shares bought and 2,450,887 shares sold, net −416,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 427 holders
| LPL Financial LLC | 0.12% | Reduce -3.9% | 4,441,331 | $459.1M |
| Morgan Stanley | 0.02% | Add +0.1% | 2,416,424 | $249.8M |
| Cetera Investment Advisers | 0.15% | Add +7.3% | 1,402,483 | $145.0M |
| Vantagepoint Investment Advisers LLC | 1.12% | Reduce -8.6% | 1,280,545 | $132.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.9% | 1,202,202 | $124.3M |
| Ameriprise Financial Inc. | 0.03% | Reduce -1.7% | 1,171,327 | $121.0M |
| Jones Financial Companies LLLP | 0.05% | Add +20.2% | 976,956 | $98.3M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -1.5% | 945,078 | $97.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -7.3% | 895,324 | $92.5M |
| Wells Fargo & Company | 0.01% | Add +27.4% | 717,372 | $74.2M |
| Bank of America Corp. | 0.01% | Add +2.1% | 657,026 | $67.9M |
| TruWealth Advisors, LLC | 2.44% | Add +49.9% | 491,754 | $50.8M |
| Focus Partners Wealth | 0.05% | Reduce -2.4% | 440,978 | $45.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -12.8% | 371,874 | $38.5M |
| Straightline Group LLC | 18.71% | Add +2.8% | 363,959 | $37.6M |
| Focus Financial Network, Inc. | 1.27% | Add +4.1% | 343,103 | $35.5M |
| NewEdge Advisors, LLC | 0.12% | Add +7.4% | 333,683 | $34.5M |
| Equitable Trust Co. | 1.59% | Add +0.8% | 332,378 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -3.9% | 327,742 | $33.9M |
| UMB Bank, n.a. | 0.46% | Add +2.5% | 316,551 | $32.7M |
| Crestwood Advisors Group, LLC | 0.51% | Add +3.6% | 296,013 | $30.6M |
| Capital Planning Advisors, LLC | 4.20% | Add +2.6% | 281,267 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.1% | 272,415 | $28.2M |
| Atlantic Union Bankshares Corp | 0.52% | Add +3.5% | 259,763 | $26.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.4% | 246,607 | $25.5M |
| Private Advisor Group, LLC | 0.12% | Add +7.3% | 246,575 | $25.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 241,792 | $25.0M |
| Trilogy Capital Inc. | 0.95% | Reduce -33.5% | 206,884 | $21.4M |
| Blue Water Asset Management | 6.96% | Add +5.1% | 194,843 | $20.1M |
| LeClair Wealth Partners LLC | 6.96% | New | 194,843 | $20.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +5.5% | 191,771 | $19.8M |
| Independent Advisor Alliance | 0.21% | Add +804.6% | 189,308 | $19.6M |
| Sax Wealth Advisors, LLC | 0.94% | Reduce -0.6% | 190,232 | $19.5M |
| KPP Advisory Services LLC | 2.75% | Reduce -3.1% | 183,355 | $19.0M |
| Trust Co. of Toledo NA | 1.77% | Reduce -0.2% | 180,729 | $18.7M |
| UBS Group AG | 0.00% | Reduce -0.6% | 179,631 | $18.6M |
| Hunter Associates Investment Management LLC | 2.32% | Add +5.7% | 169,978 | $17.6M |
| Stifel Financial Corp. | 0.02% | Reduce -64.0% | 159,025 | $16.4M |
| Everest Financial Group LLC | 2.66% | Reduce -3.5% | 156,169 | $16.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Add +5.7% | 152,543 | $15.8M |
| Wealthspire Retirement, LLC | 0.93% | Add +5.3% | 149,585 | $15.5M |
| WCG Wealth Advisors LLC | 0.42% | Add +3.4% | 144,484 | $14.9M |
| PCG Wealth Advisors, LLC | 3.68% | Add +142.3% | 140,924 | $14.6M |
| Cwm, LLC | 0.04% | Add +5.7% | 140,786 | $14.6M |
| Bleakley Financial Group, LLC | 0.22% | Add +1.9% | 137,145 | $14.2M |
| NBZ Investment Advisors LLC | 5.92% | Add +6.7% | 130,929 | $13.5M |
| Clearview Wealth Management LLC | 9.41% | — | 128,691 | $13.3M |
| Madrona Financial Services, LLC | 2.88% | Add +5.6% | 127,158 | $13.1M |
| Traction Financial Partners, LLC | 8.01% | Add +7.2% | 125,822 | $13.0M |
| Sowell Financial Services LLC | 0.47% | Add +3.8% | 123,551 | $12.8M |
| MML Investors Services, LLC | 0.04% | Reduce -33.6% | 123,041 | $12.7M |
| Merit Financial Group, LLC | 0.09% | Add +6.0% | 112,186 | $11.6M |
| Corecam Pte. Ltd. | 4.88% | Reduce -15.9% | 108,920 | $11.3M |
| WESCAP Management Group, Inc. | 2.22% | Add +8.0% | 108,879 | $11.3M |
| Precedent Wealth Partners, LLC | 2.25% | Add +13.9% | 108,561 | $11.2M |
| Equitable Holdings, Inc. | 0.07% | Reduce -24.2% | 105,709 | $10.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.76% | Add +5.5% | 100,886 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.9% | 100,450 | $10.4M |
| Capital Developers, LLC | 9.15% | Add +0.7% | 98,340 | $10.2M |
| Altus Wealth Group LLC | 4.10% | Add +9.8% | 96,877 | $10.0M |
| Liberty Square Wealth Partners LLC | 2.66% | Add +11.7% | 92,178 | $9.5M |
| Thoroughbred Financial Services, LLC | 0.56% | Reduce -1.0% | 90,270 | $9.3M |
| Harbour Investments, Inc. | 0.14% | Add +19.9% | 89,482 | $9.2M |
| Concord Wealth Partners | 1.19% | Add +4.5% | 88,738 | $9.2M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -37.7% | 87,137 | $9.1M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +6.5% | 87,461 | $9.0M |
| Concord Asset Management, LLC | 1.50% | Add +4.7% | 85,920 | $8.9M |
| Wealth Enhancement Trust Services, Inc. | 1.07% | Reduce -6.5% | 85,292 | $8.8M |
| Fifth Third Securities, Inc. | 0.57% | Reduce -0.1% | 84,870 | $8.8M |
| &partners | 0.04% | Add +73.8% | 84,510 | $8.8M |
| Modern Wealth Management, LLC | 0.15% | Reduce -4.0% | 83,340 | $8.7M |
| HighPoint Advisor Group LLC | 0.34% | Reduce -34.4% | 78,918 | $8.2M |
| NewEdge Wealth, LLC | 0.09% | Reduce -3.4% | 76,894 | $7.9M |
| Prota Financial, LLC | 5.71% | Add +393.0% | 76,276 | $7.9M |
| Mariner, LLC | 0.01% | Add +163.3% | 75,154 | $7.8M |
| Clark Wealth Partners | 5.17% | Reduce -6.6% | 74,499 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +4.4% | 74,443 | $7.7M |
| DHJJ Financial Advisors, Ltd. | 2.47% | Add +2.4% | 72,173 | $7.5M |
| XY Planning Network, Inc. | 1.19% | Add +22.1% | 71,439 | $7.5M |
| Denver Wealth Management, Inc. | 2.50% | Add +4.9% | 70,289 | $7.3M |
| USAdvisors Wealth Management, LLC | 2.40% | Add +1.3% | 71,830 | $7.2M |
| IHT Wealth Management, LLC | 0.17% | Reduce -3.3% | 69,603 | $7.2M |
| Atticus Wealth Management, LLC | 1.94% | Reduce -4.7% | 69,079 | $7.1M |
| Investors Portfolio Services LLC | 6.47% | Reduce -13.4% | 67,461 | $7.0M |
| Gotham Asset Management | 0.02% | Add +35.9% | 67,017 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +3.0% | 64,948 | $6.7M |
| Berkeley, Inc | 2.13% | Add +5.3% | 61,366 | $6.3M |
| Mgo One Seven LLC | 0.13% | Reduce -5.8% | 60,974 | $6.3M |
| Financial Management, Inc. | 5.82% | Add +6.6% | 59,972 | $6.2M |
| Burns Matteson Capital Management, LLC | 2.40% | Reduce -4.0% | 59,554 | $6.2M |
| Lighthouse Wealth Management Inc. | 4.16% | Reduce -0.2% | 59,171 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.9% | 58,182 | $6.0M |
| Principal Securities, Inc. | 0.09% | Reduce -13.3% | 58,105 | $6.0M |
| American National Bank of Texas | 5.71% | Add +2.8% | 57,917 | $6.0M |
| Principle Wealth Partners LLC | 0.34% | Reduce -3.0% | 57,238 | $5.9M |
| Spectrum Wealth Advisory Group, LLC | 2.18% | Reduce -2.4% | 56,761 | $5.9M |
| Old National Bancorp | 0.10% | New | 56,027 | $5.8M |
| Journey Advisory Group, LLC | 0.49% | Add +12.7% | 55,618 | $5.7M |
| Mascagni Wealth Management, Inc. | 4.07% | Add +9.1% | 55,327 | $5.7M |
| Forge Financial Services LLC | 0.57% | Reduce -4.7% | 54,016 | $5.6M |
"% 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.