INVESCO S&P MIDCAP QUAL ETF (XMHQ) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP QUAL ETF (XMHQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Waverly Advisors, Llc, Wells Fargo & Company/Mn, Jones Financial Companies Lllp, and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+96,020+2705.6%99,569$11.24MQ2 2026Sep 09, 2026
Allie Family Office LlcSell-1,981-100.0%0$0.00Q2 2026Sep 01, 2026
Kingsview Wealth Management, LlcBuy+4,983+16.2%35,671$4.03MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-474-2.6%17,483$1.97MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-14,473-13.7%91,236$10.30MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+754+6.6%12,186$1.38MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,065,7551,065,755$120.32MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+442,140+1592.6%469,902$53.04MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-129,297-18.0%588,075$66.38MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+106,587+10.9%1,083,543$120.87MQ2 2026Aug 14, 2026
Marshall Investment Management, LlcBuy+95,80595,805$10.81MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-73,337-8.2%821,987$92.79MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+59,162+15.9%431,036$48.69MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+51,11451,114$5.77MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+40,800+16.9%282,592$31.90MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+34,77834,778$3.93MQ2 2026Aug 14, 2026
&PartnersBuy+34,235+40.5%118,745$13.45MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-26,760-32.1%56,580$6.39MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-23,005-86.0%3,745$422.74KQ2 2026Aug 14, 2026
Bank Of America CorpSell-15,677-2.4%641,349$72.40MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+14,838+36.5%55,440$6.26MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+13,109+337.9%16,988$1.92MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-12,529-82.0%2,759$311.46KQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+12,469+18.6%79,486$8.97MQ2 2026Aug 14, 2026
Investors Portfolio Services LlcBuy+12,418+18.4%79,879$9.02MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,49410,494$1.18MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,34610,346$1.17MQ2 2026Aug 14, 2026
Straightline Group LlcBuy+6,632+1.8%370,591$41.83MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-6,506-43.5%8,442$952.93KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+5,054+3.5%149,538$16.88MQ2 2026Aug 14, 2026
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Frequently asked questions about XMHQ activity

  • Which institutional owners are buying XMHQ?

    Institutional owners buying XMHQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XMHQ activity?

    "Buy" means an investor increased their reported position in XMHQ compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP QUAL ETF (XMHQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XMHQ increasing?

    Institutional interest in XMHQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.