Invesco S&P MidCap Quality

XMHQ • ARCA

Invesco S&P MidCap Quality is an exchange-traded fund on ARCA. As of Q3 2025, 382 institutional investors hold shares in this ETF, with total holdings valued at $3.3B. LPL Financial LLC is the largest holder with a position valued at $519.6M.

Overview

Overview of institutional ownership in XMHQ as of Q3 2025

All Institutions

Institutions: 382
Value Held: $3.3B
Shares Held: 31.6M
Avg Position: $8.7M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 4
Value Held: $10.8M
Shares Held: 103.4K
Avg Position: $2.7M
Median Position: $2.9M

Biggest Investors

Institutions with the largest positions in XMHQ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$519.6M 0.15% of portfolio	5.0M shares	Q1 2019 Held for 6y 8m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$226.8M 0.01% of portfolio	2.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$158.1M 1.29% of portfolio	1.5M shares	Q3 2025 Held for 2 months	$12.2B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$137.3M 0.09% of portfolio	1.3M shares	Q2 2021 Held for 4y 5m	$149.83B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$124.6M 0.03% of portfolio	1.2M shares	Q3 2020 Held for 5y 2m	$433.11B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$123.0M 0.14% of portfolio	1.2M shares	Q1 2021 Held for 4y 8m	$85.4B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$102.9M 0.03% of portfolio	980.3K shares	Q4 2024 Held for 11 months	$310.43B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$101.5M 0.14% of portfolio	967.1K shares	Q4 2018 Held for 6y 11m	$71.1B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$74.2M 0.05% of portfolio	706.5K shares	Q4 2023 Held for 1y 11m	$146.70B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$68.3M 0.01% of portfolio	650.7K shares	Q1 2022 Held for 3y 8m	$1.33T

Net Capital Flow

Institutional buying and selling activity for XMHQ in Q3 2025

Net Flow: −$165.1M
Buyers: 158
Sellers: 179
Total Bought: +$169.8M
Total Sold: −$334.9M
Avg Position: $8.2M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$42.5M +405.0K shares	$123.0M 1.2M shares
MORGAN STANLEY RIA/Wealth	+$15.4M +146.6K shares	$226.8M 2.2M shares
CWM, LLC RIA/Wealth	+$11.1M +106.1K shares	$12.5M 118.8K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$10.8M +102.7K shares	$74.2M 706.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$8.9M +85.1K shares	$68.3M 650.7K shares
PCG Wealth Advisors, LLC RIA/Wealth	+$5.4M +51.7K shares	$5.4M 51.7K shares
PSI Advisors, LLC RIA/Wealth	+$5.4M +51.2K shares	$5.4M 51.2K shares
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth	+$4.7M +45.2K shares	$6.0M 56.7K shares
L LPL Financial LLC Institution	+$3.7M +35.5K shares	$519.6M 5.0M shares
WFA Asset Management Corp RIA/Wealth	+$3.0M +29.3K shares	$17.5M 171.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$59.4M −604.4K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$27.5M −262.6K shares	$124.6M 1.2M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$23.1M −220.4K shares	$137.3M 1.3M shares
S Syntegra Private Wealth Group, LLC RIA/Wealth	−$20.8M −197.7K shares	$811.5K 7.7K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$19.5M −185.6K shares	$32.3M 307.8K shares
HighTower Advisors, LLC RIA/Wealth	−$18.8M −179.0K shares	$31.8M 302.7K shares
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	−$17.6M −167.3K shares	$6.0M 56.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$17.4M −165.4K shares	$19.2M 182.9K shares
Spectrum Wealth Advisory Group, LLC RIA/Wealth	−$15.4M −146.5K shares	$6.3M 60.1K shares
S SIERRA OCEAN, LLC RIA/Wealth	−$9.0M −91.3K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XMHQ in Q3 2025

New Positions: 25
New Value: $196.0M
Exited Positions: 31
Exited Value: $96.4M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$158.1M 1.5M shares
E EQUITABLE TRUST CO Institution	$9.3M 88.4K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$5.2M 50.0K shares
S Silver Coast Investments LLC Institution	$4.3M 40.9K shares
E Equity Wealth Partners, LLC RIA/Wealth	$3.9M 37.5K shares
RFG Advisory Group, LLC RIA/Wealth	$3.3M 31.1K shares
Sonoma Allocations LLC RIA/Wealth	$2.0M 19.6K shares
ADAPT WEALTH ADVISORS, LLC RIA/Wealth	$1.7M 16.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$1.6M 15.5K shares
Hansen & Associates Financial Group, Inc. RIA/Wealth	$1.6M 15.5K shares

Exited Positions

Institution	Previous Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$59.4M 604.4K shares
S SIERRA OCEAN, LLC RIA/Wealth	$9.0M 91.3K shares
Meridian Wealth Management, LLC RIA/Wealth	$5.7M 58.0K shares
GOLDMAN SACHS GROUP INC Institution	$5.5M 55.6K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.8M 38.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.7M 27.6K shares
F FLOW TRADERS U.S. LLC Institution	$1.6M 16.8K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$1.5M 15.4K shares
LWM Advisory Services, LLC RIA/Wealth	$1.3M 13.7K shares
S Stephens Consulting, LLC RIA/Wealth	$1.2M 11.7K shares

Options Activity

Institutions with the largest Call and Put options positions in XMHQ as of Q3 2025

Call Positions: 1
Call Value: $944.6K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$944.6K 90.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XMHQ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STRAIGHTLINE GROUP LLC RIA/Wealth	Michael Fred Bisaro CEO	20.79% $36.1M	343.6K shares	Q1 2025 Held for 8 months	$173.5M
WFA Asset Management Corp RIA/Wealth	Nicholas Enea President	9.54% $17.5M	171.1K shares	Q1 2024 Held for 1y 8m	$184.0M
Traction Financial Partners, LLC RIA/Wealth	Evan Michael Barnes Managing Partner	7.18% $11.6M	110.8K shares	Q4 2023 Held for 1y 11m	$162.0M
NBZ Investment Advisors LLC RIA/Wealth	Richard Ira Zivi Managing Partner	6.92% $11.7M	111.8K shares	Q4 2024 Held for 11 months	$169.4M
D DAHRING \| CUSMANO LLC RIA/Wealth	Kirk Wayne Dahring CEO	6.60% $9.1M	86.8K shares	Q4 2024 Held for 11 months	$138.1M
Masso Torrence Wealth Management Inc. RIA/Wealth	Nicholas Paul Pantle Managing Partner	6.06% $14.2M	135.4K shares	Q4 2021 Held for 3y 11m	$234.5M
Lighthouse Wealth Management Inc. RIA/Wealth	Timothy James Rowsey CEO	5.20% $6.3M	59.7K shares	Q4 2024 Held for 11 months	$120.6M
Mascagni Wealth Management, Inc. RIA/Wealth	Julius Randall Mascagni CEO	4.14% $5.4M	51.0K shares	Q4 2024 Held for 11 months	$129.4M
F First International Bank & Trust Institution	-	4.12% $11.9M	113.1K shares	Q1 2025 Held for 8 months	$287.7M
C Capital Planning Advisors, LLC RIA/Wealth	James Boyd Wilson CEO	3.96% $28.9M	275.0K shares	Q1 2023 Held for 2y 8m	$728.2M