INVESCO S&P MIDCAP QUAL ETF XMHQ
$113.33
+0.5% 52w: $95.41 – $113.33
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data95.41104.37113.33
Jun 20, 2025 Jul 2, 2026
Institutional holders
423
+2 QoQ
13F value
$3.36B
-0.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$910K calls / — puts
Institutional value by quarter
Number of holders
Who owns XMHQ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 4.4M | $459.1M | 0.1% | -3.9% |
| MORGAN STANLEY | Bank broker | 2.4M | $249.8M | 0.0% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $145.0M | 0.2% | +7.3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.3M | $132.4M | 1.1% | -8.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $124.3M | 0.1% | +2.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $121.0M | 0.0% | -1.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 977.0K | $98.3M | 0.0% | +20.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 945.1K | $97.7M | 0.1% | -1.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 895.3K | $92.5M | 0.0% | -7.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 717.4K | $74.2M | 0.0% | +27.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 657.0K | $67.9M | 0.0% | +2.1% |
| TruWealth Advisors, LLC | Wealth advisor | 491.8K | $50.8M | 2.4% | +49.9% |
| Focus Partners Wealth | Wealth advisor | 441.0K | $45.6M | 0.1% | -2.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 371.9K | $38.5M | 0.1% | -12.8% |
| STRAIGHTLINE GROUP LLC | Wealth advisor | 364.0K | $37.6M | 18.7% | +2.7% |
| Focus Financial Network, Inc. | Wealth advisor | 343.1K | $35.5M | 1.3% | +4.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 333.7K | $34.5M | 0.1% | +7.4% |
| EQUITABLE TRUST CO | Other | 332.4K | $34.4M | 1.6% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 327.7K | $33.9M | 0.1% | -3.9% |
| UMB Bank, n.a. | Diversified mechanical | 316.6K | $32.7M | 0.5% | +2.5% |
| Crestwood Advisors Group, LLC | Other | 296.0K | $30.6M | 0.5% | +3.6% |
| Capital Planning Advisors, LLC | Wealth advisor | 281.3K | $29.1M | 4.2% | +2.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 272.4K | $28.2M | 0.0% | -12.1% |
| Atlantic Union Bankshares Corp | Other | 259.8K | $26.9M | 0.5% | +3.5% |
| HighTower Advisors, LLC | Diversified mechanical | 246.6K | $25.5M | 0.0% | -3.4% |
| Private Advisor Group, LLC | Wealth advisor | 246.6K | $25.5M | 0.1% | +7.3% |
| ROYAL BANK OF CANADA | Bank broker | 241.8K | $25.0M | 0.0% | -2.5% |
| Trilogy Capital Inc. | Wealth advisor | 206.9K | $21.4M | 1.0% | -33.5% |
| LeClair Wealth Partners LLC | Wealth advisor | 194.8K | $20.1M | 7.0% | New |
| Blue Water Asset Management | Wealth advisor | 194.8K | $20.1M | 7.0% | +5.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 191.8K | $19.8M | 0.1% | +5.4% |
| Independent Advisor Alliance | Wealth advisor | 189.3K | $19.6M | 0.2% | +804.7% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 190.2K | $19.5M | 0.9% | -0.6% |
| KPP Advisory Services LLC | Wealth advisor | 183.4K | $19.0M | 2.8% | -3.1% |
| TRUST CO OF TOLEDO NA /OH/ | Other | 180.7K | $18.7M | 1.8% | -0.2% |
| UBS Group AG | Bank broker | 179.6K | $18.6M | 0.0% | -0.6% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Other | 170.0K | $17.6M | 2.3% | +5.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 159.0K | $16.4M | 0.0% | -64.0% |
| Everest Financial Group LLC | Quant stat arb | 156.2K | $16.1M | 2.7% | -3.4% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 152.5K | $15.8M | 0.5% | +5.7% |
| Wealthspire Retirement, LLC | Wealth advisor | 149.6K | $15.5M | 0.9% | +5.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 144.5K | $14.9M | 0.4% | +3.4% |
| PCG Wealth Advisors, LLC | Wealth advisor | 140.9K | $14.6M | 3.7% | +142.3% |
| CWM, LLC | Wealth advisor | 140.8K | $14.6M | 0.0% | +5.6% |
| Bleakley Financial Group, LLC | Wealth advisor | 137.1K | $14.2M | 0.2% | +1.9% |
| NBZ Investment Advisors LLC | Wealth advisor | 130.9K | $13.5M | 5.9% | +6.7% |
| Clearview Wealth Management LLC | Wealth advisor | 128.7K | $13.3M | 9.4% | — |
| Madrona Financial Services, LLC | Wealth advisor | 127.2K | $13.1M | 2.9% | +5.6% |
| Traction Financial Partners, LLC | Wealth advisor | 125.8K | $13.0M | 8.0% | +7.2% |
| Sowell Financial Services LLC | Wealth advisor | 123.6K | $12.8M | 0.5% | +3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.