Who owns Invesco S&P MidCap Quality ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XMHQ from SEC Form 13F filings across 432 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 432 institutions disclosed 31.7M shares of Invesco S&P MidCap Quality ETF worth $3.57B — about 67% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
432
13F holders
$3.57B
value, 2026 filers
67%
of shares outstanding (31.7M sh)
47
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XMHQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.1M | $459.4M | 0.1% | 8.6% | -8.4% |
| 2 | MORGAN STANLEY | 2.5M | $277.0M | 0.0% | 5.2% | +1.5% |
| 3 | Cetera Investment Advisers | 1.4M | $157.5M | 0.1% | 3% | -0.5% |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.3M | $144.5M | 1.1% | 2.7% | 0.0% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $136.6M | 0.1% | 2.6% | +0.6% |
| 6 | JONES FINANCIAL COMPANIES LLLP | 1.1M | $120.9M | 0.0% | 2.3% | +10.9% |
| 7 | AMERIPRISE FINANCIAL INC | 1.1M | $120.3M | 0.0% | 2.3% | -9.0% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 948,076 | $107.0M | 0.1% | 2% | +0.3% |
| 9 | RAYMOND JAMES FINANCIAL INC | 821,987 | $92.8M | 0.0% | 1.7% | -8.2% |
| 10 | BANK OF AMERICA CORP /DE/ | 641,349 | $72.4M | 0.0% | 1.4% | -2.4% |
| 11 | WELLS FARGO & COMPANY/MN | 588,075 | $66.4M | 0.0% | 1.2% | -18.0% |
| 12 | Waverly Advisors, LLC | 469,902 | $53.0M | 0.3% | 1% | +1592.6% |
| 13 | OSAIC HOLDINGS, INC. | 431,036 | $48.7M | 0.1% | 0.9% | +15.9% |
| 14 | Focus Partners Wealth | 420,269 | $47.4M | 0.0% | 0.9% | -4.7% |
| 15 | STRAIGHTLINE GROUP LLC | 370,591 | $41.8M | 19.7% | 0.8% | +1.8% |
| 16 | NewEdge Advisors, LLC | 364,659 | $41.2M | 0.1% | 0.8% | +96.4% |
| 17 | Focus Financial Network, Inc. | 348,740 | $39.4M | 1.2% | 0.7% | +1.6% |
| 18 | EQUITABLE TRUST CO | 338,550 | $38.2M | 1.6% | 0.7% | +1.9% |
| 19 | Cambridge Investment Research Advisors, Inc. | 324,892 | $36.7M | 0.1% | 0.7% | -0.9% |
| 20 | UMB Bank, n.a. | 321,520 | $36.3M | 0.5% | 0.7% | +1.6% |
| 21 | Crestwood Advisors Group, LLC | 302,466 | $34.1M | 0.5% | 0.6% | +2.2% |
| 22 | ROYAL BANK OF CANADA | 282,592 | $31.9M | 0.0% | 0.6% | +16.9% |
| 23 | Atlantic Union Bankshares Corp | 266,013 | $30.0M | 0.5% | 0.6% | +2.4% |
| 24 | Bluespring Wealth Management, LLCNEW | 255,789 | $28.9M | 0.6% | 0.5% | new |
| 25 | HighTower Advisors, LLC | 245,023 | $27.7M | 0.0% | 0.5% | -0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.