Who Owns XMHQ?
Invesco S&P MidCap Quality ETF — Institutional Ownership & 13F Holdings
$107.78
+0.17 (+0.16%)
Market Cap
$5.4B
Shares Outstanding
46,800,975
Institutional Holders
389
Total Inst. Value
$2.6B
% of Float Held
—
QoQ Holder Change
+218
Institutional data as of Q1 2025
New Positions
121
Closed Positions
41
Increased
120
Decreased
120
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $179.8M | 1,963,884 |
| 2 | STIFEL FINANCIAL CORP | $173.0M | 1,889,977 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $168.4M | 1,840,029 |
| 4 | AMERIPRISE FINANCIAL INC | $125.1M | 1,366,191 |
| 5 | BENJAMIN EDWARDS INC | $111.0M | 1,212,974 |
| 6 | Annex Advisory Services, LLC | $101.5M | 1,109,163 |
| 7 | RAYMOND JAMES FINANCIAL INC | $94.9M | 1,037,099 |
| 8 | Cetera Investment Advisers | $67.0M | 731,980 |
| 9 | MML INVESTORS SERVICES, LLC | $60.8M | 663,731 |
| 10 | Syntegra Private Wealth Group, LLC | $58.6M | 640,298 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | +92K | $173.0M |
| BENJAMIN EDWARDS INC | +28K | $111.0M |
| Annex Advisory Services, LLC | +57K | $101.5M |
| RAYMOND JAMES FINANCIAL INC | +96K | $94.9M |
| Cetera Investment Advisers | +138K | $67.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Smith Anglin Financial, LLC | -775K | $1.3M |
| THRIVENT FINANCIAL FOR LUTHERANS | -678K | $41K |
| AMERIPRISE FINANCIAL INC | -527K | $125.1M |
| EASTERN BANK | -462K | $5.1M |
| Bogart Wealth, LLC | -397K | $291K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold XMHQ?
As of Q1 2025, 389 institutional investors report holding XMHQ (Invesco S&P MidCap Quality ETF) in their 13F filings.
Which hedge fund owns the most XMHQ?
The largest institutional holder of XMHQ is MORGAN STANLEY with $179.8M in shares.
Are institutions buying or selling XMHQ?
This quarter, 121 institutions opened new positions in XMHQ and 41 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.