ETF Holders

Who owns XMHQ?

Small or mid cap

Invesco S&P MidCap Quality ETF · Invesco

431 institutions reported holding XMHQ, worth $3.6B, in Form 13F filings for June 30, 2026.

13F holders
431
Institutional value
$3.6B
Change from prior quarter
+12.2%
+$392.2M, with price moves
New and sold-out firms
44 / 24
166 added, 164 trimmed

Top 10 institutional holders of XMHQ

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$459.4M4,069,723−371,608 shares
Morgan StanleyNew York, NY$277.0M2,453,754+37,330 shares
Cetera Investment AdvisersSchaumburg, IL$157.5M1,395,285−7,198 shares
Vantagepoint Investment Advisers LLCWashington, DC$144.5M1,280,545No change
Northwestern Mutual Wealth Management CoMilwaukee, WI$136.6M1,209,723+7,521 shares
Jones Financial Companies LLLPDes Peres, MO$120.9M1,083,543+106,587 shares
Ameriprise Financial Inc.Minneapolis, MN$120.3M1,065,755−105,572 shares
Commonwealth Equity Services, LLCWaltham, MA$107.0M948,076+2,998 shares
Raymond James Financial Inc.St. Petersburg, FL$92.8M821,987−73,337 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$73.3M649,713+321,971 shares
421 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
557 holders, $3.6B
SMLF
iShares U.S. Small-Cap Equity Factor ETF
300 holders, $3.5B
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
618 holders, $3.3B
JHMM
John Hancock Multifactor Mid Cap ETF
297 holders, $4.2B
SMMD
iShares Russell 2500 ETF
260 holders, $3.0B
IMCG
iShares Morningstar Mid-Cap Growth ETF
423 holders, $2.8B
CGMM
Capital Group U.S. Small and Mid Cap ETF
226 holders, $2.8B
FESM
Fidelity Enhanced Small Cap Core ETF
256 holders, $4.6B

Compare what they hold: XMHQ vs SLYG, XMHQ vs SMLF, XMHQ vs SLYV, XMHQ vs JHMM.

Frequently asked questions

Who owns XMHQ?

431 institutional managers reported holding XMHQ in Form 13F filings for June 30, 2026, worth $3.6B in total. The largest reported position was held by LPL Financial LLC, at $459.4M.

Did institutions buy or sell XMHQ last quarter?

Reported 13F value rose 12.2% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 24 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is XMHQ ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.