XMHQ Institutional Ownership
Invesco S&P MidCap Quality ETF
1W: +0.5%
1M: -3.1%
3M: -1.1%
YTD: +9.1%
1Y: +7.8%
3Y: +50.2%
5Y: +58.7%
$113.35
+0.24 (+0.21%)
Weekly Expected Move ±1.5%
$110
$112
$113
$115
$117
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XMHQ
460
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
40
New Positions
167
Increased
192
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (494 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,069,723 | $461M | -371,608 | -8.4% | 28Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,453,754 | $278M | +37,330 | +1.5% | 33Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 1,395,285 | $158M | -7,198 | -0.5% | 22Q | SEC ↗ |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,280,545 | $145M | — | +0.0% | 4Q | SEC ↗ |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,209,723 | $137M | +7,521 | +0.6% | 21Q | SEC ↗ |
| 6 | JONES FINANCIAL COMPANIES LLLP | 1,083,543 | $123M | +106,587 | +10.9% | 11Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 1,065,755 | $121M | -105,572 | -9.0% | 16Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 948,076 | $107M | +2,998 | +0.3% | 31Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 821,987 | $93M | -73,337 | -8.2% | 7Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 641,349 | $73M | -15,677 | -2.4% | 15Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 588,075 | $67M | -129,297 | -18.0% | 33Q | SEC ↗ |
| 12 | TruWealth Advisors, LLC | 491,754 | $56M | +163,753 | +49.9% | 9Q | SEC ↗ |
| 13 | Waverly Advisors, LLC | 469,902 | $53M | +442,140 | +1592.6% | 10Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 431,036 | $49M | +59,162 | +15.9% | 26Q | SEC ↗ |
| 15 | Focus Partners Wealth | 420,269 | $48M | -20,709 | -4.7% | 9Q | SEC ↗ |
| 16 | STRAIGHTLINE GROUP LLC | 370,591 | $42M | +6,632 | +1.8% | 6Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 364,659 | $41M | +30,976 | +9.3% | 22Q | SEC ↗ |
| 18 | Focus Financial Network, Inc. | 348,740 | $40M | +5,637 | +1.6% | 10Q | SEC ↗ |
| 19 | EQUITABLE TRUST CO | 338,550 | $38M | +6,172 | +1.9% | 4Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 324,821 | $37M | -2,921 | -0.9% | 23Q | SEC ↗ |
| 21 | UMB Bank, n.a. | 321,520 | $36M | +4,969 | +1.6% | 7Q | SEC ↗ |
| 22 | Crestwood Advisors Group, LLC | 302,466 | $34M | +6,453 | +2.2% | 6Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 282,592 | $32M | +40,800 | +16.9% | 33Q | SEC ↗ |
| 24 | Capital Planning Advisors, LLC | 281,267 | $32M | +7,137 | +2.6% | 13Q | SEC ↗ |
| 25 | Atlantic Union Bankshares Corp | 266,013 | $30M | +6,250 | +2.4% | 5Q | SEC ↗ |
| 26 | Bluespring Wealth Management, LLC NEW | 255,789 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 245,023 | $28M | -1,584 | -0.6% | 10Q | SEC ↗ |
| 28 | Private Advisor Group, LLC | 219,845 | $25M | -26,730 | -10.8% | 12Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 211,860 | $24M | -60,555 | -22.2% | 24Q | SEC ↗ |
| 30 | Trilogy Capital Inc. | 207,094 | $23M | +210 | +0.1% | 15Q | SEC ↗ |
| 31 | Blue Water Asset Management | 198,483 | $22M | +3,640 | +1.9% | 3Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 191,531 | $22M | -240 | -0.1% | 14Q | SEC ↗ |
| 33 | TRUST CO OF TOLEDO NA /OH | 188,122 | $21M | +7,393 | +4.1% | 5Q | SEC ↗ |
| 34 | SAX WEALTH ADVISORS, LLC | 186,619 | $21M | -3,613 | -1.9% | 9Q | SEC ↗ |
| 35 | KPP Advisory Services LLC | 184,344 | $21M | +989 | +0.5% | 9Q | SEC ↗ |
| 36 | UBS Group AG | 177,006 | $20M | -2,625 | -1.5% | 12Q | SEC ↗ |
| 37 | HUNTER ASSOCIATES INVESTMENT MANAGEMEN | 176,086 | $20M | +6,108 | +3.6% | 11Q | SEC ↗ |
| 38 | Wealthspire Retirement, LLC | 161,859 | $18M | +12,274 | +8.2% | 14Q | SEC ↗ |
| 39 | Gerber Kawasaki Wealth & Investment Ma | 161,101 | $18M | +8,558 | +5.6% | 13Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 159,000 | $18M | -25 | -0.0% | 15Q | SEC ↗ |
| 41 | WCG Wealth Advisors LLC | 149,538 | $17M | +5,054 | +3.5% | 8Q | SEC ↗ |
| 42 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 148,069 | $17M | +47,183 | +46.8% | 12Q | SEC ↗ |
| 43 | MML INVESTORS SERVICES, LLC | 146,705 | $17M | +23,664 | +19.2% | 24Q | SEC ↗ |
| 44 | Bleakley Financial Group, LLC | 140,808 | $16M | +3,663 | +2.7% | 6Q | SEC ↗ |
| 45 | CWM, LLC | 140,786 | $16M | +7,525 | +5.6% | 9Q | SEC ↗ |
| 46 | Everest Financial Group LLC | 131,701 | $15M | -24,468 | -15.7% | 3Q | SEC ↗ |
| 47 | Traction Financial Partners, LLC | 130,921 | $15M | +5,099 | +4.1% | 11Q | SEC ↗ |
| 48 | NBZ Investment Advisors LLC | 129,534 | $15M | -1,395 | -1.1% | 7Q | SEC ↗ |
| 49 | Clearview Wealth Management LLC | 128,187 | $15M | -504 | -0.4% | 2Q | SEC ↗ |
| 50 | PCG Wealth Advisors, LLC | 126,842 | $14M | -14,082 | -10.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 255,789 | $29M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 95,805 | $11M |
| Oasis Advisors, LLC | 87,887 | $10M |
| Thrivent Financial for Lutherans | 51,114 | $6M |
| Carolina Wealth Management Inc | 44,071 | $5M |
| FIDUCIARY FINANCIAL ADVISORS | 36,720 | $4M |
| Bellars Harris Wealth Management, L | 31,835 | $4M |
| Wealth Advisory Team LLC | 22,747 | $3M |
| Diversify Advisory Services, LLC | 20,115 | $2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 20,115 | $2M |
| PRAIRIE ADVISORY, LLC | 18,951 | $2M |
| Vise Technologies, Inc. | 11,747 | $1M |
| IFG Advisory, LLC | 10,494 | $1M |
| Ameritas Advisory Services, LLC | 10,346 | $1M |
| Global Retirement Partners, LLC | 10,295 | $1M |
| Y-Intercept (Hong Kong) Ltd | 5,090 | $577K |
| Nuveen, LLC | 4,232 | $480K |
| Simplicity Wealth,LLC | 3,193 | $362K |
| Mission Financial Group, LLC | 2,982 | $338K |
| Integrity Advisory Solutions, LLC | 2,564 | $291K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 194,843 | $22M |
| CORE WEALTH ADVISORS, LLC | 79,744 | $9M |
| TUDOR INVESTMENT CORP ET AL | 69,192 | $8M |
| OLD NATIONAL BANCORP /IN | 56,027 | $6M |
| CPC Advisors, LLC | 40,652 | $5M |
| LIBERTY ONE INVESTMENT MANAGEMENT, | 35,818 | $4M |
| SkyView Investment Advisors, LLC | 21,623 | $2M |
| Sonoma Allocations LLC | 15,374 | $2M |
| Avior Wealth Management, LLC | 10,368 | $1M |
| Fisher Asset Management, LLC | 7,514 | $852K |
| HRT FINANCIAL LP | 6,970 | $790K |
| VICTORY FINANCIAL GROUP, LLC | 6,454 | $732K |
| Baer Investment Advisory LLC | 6,454 | $732K |
| GTS SECURITIES LLC | 5,810 | $659K |
| Clarity Retirement & Wealth, LLC | 5,686 | $645K |
| J.M. Arbour, LLC | 5,410 | $613K |
| JANE STREET GROUP, LLC | 5,210 | $591K |
| CALTON & ASSOCIATES, INC. | 3,905 | $443K |
| Brown Financial Advisory | 3,798 | $431K |
| D.A. DAVIDSON & CO. | 3,469 | $393K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Waverly Advisors, LLC | +442,140 | +1592.6% | 469,902 |
| TruWealth Advisors, LLC | +163,753 | +49.9% | 491,754 |
| JONES FINANCIAL COMPANIES LLLP | +106,587 | +10.9% | 1,083,543 |
| Integrated Wealth Concepts LLC | +96,020 | +2705.6% | 99,569 |
| OSAIC HOLDINGS, INC. | +59,162 | +15.9% | 431,036 |
| Trivium Point Advisory, LLC | +50,157 | +192.3% | 76,238 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | +47,183 | +46.8% | 148,069 |
| ROYAL BANK OF CANADA | +40,800 | +16.9% | 282,592 |
| MORGAN STANLEY | +37,330 | +1.5% | 2,453,754 |
| INDEPENDENT FINANCIAL GROUP, LLC | +35,059 | +174.6% | 55,142 |
| &PARTNERS | +34,235 | +40.5% | 118,745 |
| NewEdge Advisors, LLC | +30,976 | +9.3% | 364,659 |
| MML INVESTORS SERVICES, LLC | +23,664 | +19.2% | 146,705 |
| XY Planning Network, Inc. | +20,010 | +28.0% | 91,449 |
| Ashton Thomas Private Wealth, LLC | +17,274 | +137.4% | 29,846 |
| NATIXIS ADVISORS, LLC | +14,838 | +36.5% | 55,440 |
| Regal Investment Advisors LLC | +13,109 | +337.9% | 16,988 |
| Gotham Asset Management, LLC | +12,469 | +18.6% | 79,486 |
| Investors Portfolio Services LLC | +12,418 | +18.4% | 79,879 |
| Wealthspire Retirement, LLC | +12,274 | +8.2% | 161,859 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -371,608 | -8.4% | 4,069,723 |
| Independent Advisor Alliance | -170,478 | -90.1% | 18,830 |
| WELLS FARGO & COMPANY/MN | -129,297 | -18.0% | 588,075 |
| AMERIPRISE FINANCIAL INC | -105,572 | -9.0% | 1,065,755 |
| RAYMOND JAMES FINANCIAL INC | -73,337 | -8.2% | 821,987 |
| Anfield Capital Management, LLC | -68,267 | -97.3% | 1,922 |
| ENVESTNET ASSET MANAGEMENT INC | -60,555 | -22.2% | 211,860 |
| PRECEDENT WEALTH PARTNERS, LLC | -56,077 | -51.7% | 52,484 |
| PRINCIPAL SECURITIES, INC. | -39,244 | -67.5% | 18,861 |
| Willow Financial LLC | -33,819 | -40.8% | 49,076 |
| RFG Advisory, LLC | -30,021 | -84.6% | 5,468 |
| BNP PARIBAS FINANCIAL MARKETS | -30,000 | -60.0% | 20,000 |
| Prota Financial, LLC | -27,239 | -35.7% | 49,037 |
| Modern Wealth Management, LLC | -26,760 | -32.1% | 56,580 |
| Private Advisor Group, LLC | -26,730 | -10.8% | 219,845 |
| Everest Financial Group LLC | -24,468 | -15.7% | 131,701 |
| GOLDMAN SACHS GROUP INC | -23,005 | -86.0% | 3,745 |
| Focus Partners Wealth | -20,709 | -4.7% | 420,269 |
| Corecam Pte. Ltd. | -20,200 | -18.5% | 88,720 |
| Wealthcare Advisory Partners LLC | -16,935 | -26.1% | 48,013 |