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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Clearview Wealth Management Llc, Newedge Advisors, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +4,000 | — | 4,000 | $413.48K | Q1 2026 | Sep 04, 2026 |
| Wells Fargo & Company/Mn | Buy | +154,239 | +27.4% | 717,372 | $74.15M | Q1 2026 | Jul 08, 2026 |
| Steelhead Wealth Management Llc | Buy | +24,033 | — | 24,033 | $2.48M | Q1 2026 | Jun 16, 2026 |
| Mascagni Wealth Management, Inc. | Buy | +4,635 | +9.1% | 55,327 | $5.72M | Q1 2026 | May 19, 2026 |
| Sonoma Allocations Llc | Sell | -4,603 | -23.0% | 15,374 | $1.60M | Q1 2026 | May 19, 2026 |
| Western Wealth Management, Llc | Sell | -3,426 | -12.3% | 24,327 | $2.51M | Q1 2026 | May 19, 2026 |
| Newedge Advisors, Llc | Sell | -125,115 | -40.3% | 185,650 | $15.49M | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Buy | +13,566 | +2.1% | 657,026 | $67.92M | Q1 2026 | May 18, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +2,961 | +11.2% | 29,425 | $3.16M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +124 | +1.1% | 11,432 | $1.18M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +88 | +151.7% | 146 | $15.12K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Sell | -54 | -0.7% | 7,277 | $752.18K | Q1 2026 | May 18, 2026 |
| Jones Financial Companies Lllp | Buy | +164,477 | +20.2% | 976,956 | $98.31M | Q1 2026 | May 15, 2026 |
| Clearview Wealth Management Llc | Buy | +128,691 | — | 128,691 | $13.30M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -54,649 | -12.8% | 371,874 | $38.47M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +35,875 | +73.8% | 84,510 | $8.76M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Sell | -33,824 | -24.2% | 105,709 | $10.83M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +24,762 | +1245.6% | 26,750 | $2.77M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Buy | +17,710 | +35.9% | 67,017 | $6.93M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +14,948 | — | 14,948 | $1.55M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +14,876 | +19.9% | 89,482 | $9.25M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +13,563 | +308.7% | 17,957 | $1.86M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +13,029 | — | 13,029 | $1.35M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -10,852 | -2.4% | 440,978 | $45.58M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -6,303 | -2.5% | 241,792 | $24.99M | Q1 2026 | May 15, 2026 |
| Everest Financial Group Llc | Sell | -5,574 | -3.4% | 156,169 | $16.14M | Q1 2026 | May 15, 2026 |
| Brown Advisory Inc | Sell | -5,166 | -51.2% | 4,914 | $507.96K | Q1 2026 | May 15, 2026 |
| Psi Advisors, Llc | Sell | -3,767 | -7.7% | 45,416 | $4.69M | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | Buy | +3,570 | — | 3,570 | $369.03K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +3,403 | +0.1% | 2,416,424 | $249.79M | Q1 2026 | May 15, 2026 |
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.