Skip to content
Disclosery

XMHQ INVESCO EXCHANGE TRADED FD T

Follow

S&P MDCP QUALITY (fund)

398 managers (404 13F filers) reported a position in XMHQ shares at 2024-12-31, 42,982,938 shares in all. 49 filers opened a position and 28 filers sold out during the quarter.

Managers
398
13F filers
404
New
49
Added
200
Reduced
83
Sold out
28
Shares held by filers
42,982,938

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC5,341,244$526M0.21%+381,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,180,146$215M0.02%+236,36313F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,014,166$198M0.17%+160,92313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,893,415$186M0.05%+58,98613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,798,266$177M0.18%+129,36513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,194,776$118M0.17%+76,88913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,184,911$117M1.67%+62,15213F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,061,614$108M0.21%+112,95313F-HRTimelineGroup
Annex Advisory Services, LLC1,052,604$104M3.12%+144,45013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC940,775$92.6M0.03%13F-HR/ATimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …884,648$87.1M1.49%+1,64513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.840,779$82.8M0.19%+215,65213F-HR/ATimelineGroup
HighTower Advisors, LLC790,463$77.8M0.11%+38,18013F-HRTimeline
Smith Anglin Financial, LLC788,382$77.6M7.28%+35,65013F-HRTimeline
Syntegra Private Wealth Group, LLC710,633$70M7.9%+13,41613F-HRTimeline
MML INVESTORS SERVICES, LLC611,071$60.2M0.21%-4,40813F-HRTimeline
Cetera Investment Advisers594,091$58.5M0.12%+51,36913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/567,094$55.8M0.01%+72,92613F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC543,291$53.5M0.74%+24,96813F-HRTimeline
Cambridge Investment Research Advisors,…523,050$51.5M0.17%+43,01013F-HRTimeline
Trilogy Capital Inc.517,324$50.9M2.62%-4,57513F-HRTimeline
EASTERN BANK516,890$50.9M0.95%+4,91213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding461,503$45.4M+84,394Timeline
Focus Partners Wealthgroup of 2 filers holding434,697$42.8M+77,772Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding401,226$39.5M+133,523Timeline
Bogart Wealth, LLC400,283$39.4M1.87%+3,70613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP386,643$38.1M0.04%+172,18413F-HRTimelineGroup
Capital Planning Advisors, LLC346,527$34.1M5.27%+40,84613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.307,053$30.2M0.19%+21,83113F-HRTimeline
UBS Group AGin group UBS Group AG283,148$27.9M0.01%+50,66613F-HRTimelineGroup
Focus Financial Network, Inc.281,815$27.8M1.1%+14,89213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA280,904$27.7M0.01%+18,00313F-HRTimelineGroup
Private Advisor Group, LLC273,327$26.9M0.15%+20,54713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN260,212$25.6M0.01%+91,27613F-HRTimelineGroup
Independent Advisor Alliance235,333$23.2M0.31%+222,32513F-HRTimeline
Financial Partners Group, Inc231,533$22.8M3.33%+23,45313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.231,187$22.8M0.22%+3,00613F-HRTimelineGroup
Pacific Center for Financial Services229,031$22.6M5.8%+7,06113F-HRTimeline
Family Investment Center, Inc.219,812$21.6M5.49%-11,26813F-HRTimeline
TruWealth Advisors, LLC199,714$19.7M1.19%+131,71313F-HRTimeline
KPP Advisory Services LLC181,912$17.9M4.22%+17,89913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC174,559$17.2M1.62%+5813F-HRTimeline
WFA Asset Management Corp172,875$17M9.2%+1,77513F-HRTimeline
Bensler, LLC168,696$16.6M1.97%+13,24013F-HRTimeline
Milestone Investment Advisors LLC165,983$16.3M4.44%+3,68313F-HRTimeline
Good Life Advisors, LLC158,999$15.7M1.14%-193,17113F-HRTimeline
Atria Wealth Solutions, Inc.158,876$15.6M0.17%+26,86313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC157,175$15.5M5.27%+8,38613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…143,401$14.1M0.61%+39,15913F-HRTimeline
NewEdge Advisors, LLC136,848$13.5M0.08%+37,84213F-HRTimeline
Clark Wealth Partners133,464$13.1M10.2%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC123,645$12.2M5.74%+20,86713F-HRTimeline
Sowell Financial Services LLC123,254$12.1M0.64%-1,31313F-HRTimeline
Masso Torrence Wealth Management Inc.122,445$12.1M6.34%+3,68413F-HRTimeline
Wealthspire Retirement, LLC117,290$11.5M0.91%-66113F-HRTimeline
Janney Montgomery Scott LLC115,745$11.4M0.03%+8,93413F-HRTimeline
Schwallier Wealth Management LLC115,593$11.4M8.66%+3,21013F-HRTimeline
GeoWealth Management, LLC113,379$11.2M0.37%-27,30013F-HRTimeline
UMB Bank, n.a.112,925$11.1M0.18%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding107,295$10.6M+24,656Timeline
Concord Wealth Partnersgroup of 2 filers holding105,892$10.4M-12,582Timeline
ENZI WEALTH99,180$10.3M3.92%+3,90013F-HRTimeline
Fermata Advisors, LLC101,505$10M1.87%+6,19213F-HRTimeline
SMITH, MOORE & CO.99,844$9.83M0.9%+3,63213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.99,712$9.82M0.14%+6,24413F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC98,615$9.71M0.76%-74313F-HRTimeline
MGO ONE SEVEN LLC97,825$9.63M0.37%-2,43313F-HRTimeline
Orion Porfolio Solutions, LLC97,196$9.57M0.1%+23,17413F-HRTimeline
Orion Portfolio Solutions, LLC97,196$9.57M0.1%+23,17413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…95,293$9.37M1.43%+15,98713F-HRTimeline
WCG Wealth Advisors LLC94,838$9.34M0.62%+24,08413F-HRTimeline
Aveo Capital Partners, LLC93,003$9.16M1%+1,83313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC92,567$9.12M0.56%+12,10213F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.91,878$9.05M4.41%-6,33813F-HRTimeline
Secure Asset Management, LLC91,092$8.97M1.36%+8,99413F-HRTimeline
Journey Advisory Group, LLC90,738$8.8M1.05%013F-HRTimeline
NewEdge Wealth, LLC89,406$8.8M0.15%+83,21813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…88,557$8.72M0.36%+5,57413F-HRTimelineGroup
Merit Financial Group, LLC86,602$8.53M0.15%+48,98513F-HRTimeline
Aspen Wealth Strategies, LLC86,144$8.48M5.43%+5,62113F-HRTimeline
SIERRA OCEAN, LLC85,796$8.45M6.9%13F-HRTimeline
Pasadena Private Wealth, LLC81,301$8.01M1.65%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…77,022$8M0.45%+13,12813F-HRTimeline
Federation des caisses Desjardins du Qu…78,928$7.77M0.04%+30,87313F-HRTimeline
Lighthouse Wealth Management Inc.77,269$7.61M6.97%13F-HRTimeline
NBZ Investment Advisors LLC76,374$7.52M4.21%13F-HRTimeline
Boulder Wealth Advisors, LLC75,873$7.47M3.85%+94213F-HRTimeline
Cornerstone Wealth Management, LLC75,651$7.45M0.5%+4,61413F-HRTimeline
DAHRING | CUSMANO LLC74,960$7.38M6.69%13F-HRTimeline
TD Waterhouse Canada Inc.74,557$7.33M0.06%new13F-HRTimeline
Principle Wealth Partners LLC74,236$7.31M0.51%-8313F-HRTimeline
IHT Wealth Management, LLC73,673$7.25M0.23%-3,78913F-HRTimeline
Corecam Pte. Ltd.73,150$7.2M3.91%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC70,557$6.95M2.01%+29,33813F-HRTimeline
Sandy Spring Bank70,271$6.92M0.28%new13F-HRTimeline
TABLEAUX LLC68,403$6.74M5.57%13F-HRTimeline
Modern Wealth Management, LLC68,314$6.73M0.25%new13F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,463$6.64M0.18%+12,25413F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC65,703$6.47M1.66%+3,46613F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding65,665$6.47M-50,847Timeline
USAdvisors Wealth Management, LLC65,564$6.46M2.1%+5413F-HRTimeline
Integras Partners LLC65,492$6.45M5.5%13F-HRTimeline
Sovran Advisors, LLC64,336$6.4M0.91%13F-HRTimeline
Redhawk Wealth Advisors, Inc.63,917$6.29M0.85%+1,98413F-HRTimeline
Visionary Wealth Advisors63,564$6.26M0.37%+2,23613F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group61,678$6.07M0.75%-19,26413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,005$6.01M0.14%+1,62713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.60,622$5.97M2.33%+5,63513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV61,775$5.79M3.33%new13F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC58,688$5.78M0.63%-2,19613F-HRTimeline
CENTRAL TRUST Co56,182$5.53M0.14%+4,76213F-HRTimeline
Burns Matteson Capital Management, LLC56,162$5.53M3.1%-2,53813F-HRTimeline
Kovack Advisors, Inc.56,153$5.53M0.54%+1,73913F-HRTimeline
WealthCare Investment Partners, LLC56,023$5.51M2.41%+4,80113F-HRTimeline
Advisory Services Network, LLC55,607$5.48M0.1%+10,66513F-HRTimeline
Mason & Associates Inc54,206$5.34M1.26%+7,59213F-HRTimeline
Meridian Wealth Management, LLC53,678$5.29M0.25%-91413F-HRTimeline
TrueWealth Advisors, LLC53,415$5.26M1.76%+6,76413F-HRTimeline
Altus Wealth Group LLC53,172$5.24M2.32%+2,80413F-HRTimeline
World Investment Advisors52,682$5.19M0.14%+2,72013F-HRTimeline
Mariner, LLCin group Mariner, LLC52,578$5.18M0.01%+9,04213F-HRTimelineGroup
Sigma Planning Corp51,764$5.1M0.16%+1,81713F-HRTimeline
Perennial Investment Advisors, LLC50,988$5.02M0.59%+11,54513F-HRTimeline
Aspire Capital Advisors LLC50,917$5.01M1.43%+2,44213F-HRTimeline
PCG Wealth Advisors, LLC50,877$5.01M1.85%+3,82113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,745$5M0.01%new13F-HRTimelineGroup
Madrona Financial Services, LLC49,872$4.91M1.34%+46,87613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49,172$4.84M<0.01%+1,77113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…48,910$4.82M1.49%+48,28013F-HRTimeline
Mascagni Wealth Management, Inc.52,305$4.79M4.76%13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.48,615$4.79M0.14%+3,66713F-HRTimeline
Forge Financial Services LLC46,145$4.67M3.93%13F-HRTimeline
Snider Financial Group46,627$4.59M1.42%+6,10813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,592$4.59M0.01%+9,38113F-HR/ATimeline
PSI Advisors, LLC45,654$4.5M1.33%+41313F-HRTimeline
Gotham Asset Management, LLC44,824$4.41M0.04%+10,59313F-HRTimeline
Trivium Point Advisory, LLC44,798$4.41M0.56%+2,27813F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC43,964$4.33M1.41%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43,424$4.28M0.01%-3,45413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,793$4.21M0.15%+1,73113F-HRTimelineGroup
PFG Advisors42,172$4.15M0.25%+4,06013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC41,451$4.08M0.47%+7,43213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT41,103$4.05M1.87%+2,54013F-HRTimeline
Steward Partners Investment Advisory, L…40,947$4.03M0.04%+15,52713F-HRTimeline
CPC Advisors, LLC40,648$4M0.54%+2,95413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…40,332$3.97M0.09%-1,89313F-HRTimelineGroup
New Millennium Group LLC39,266$3.87M2.26%+3,68313F-HRTimeline
Sagace Wealth Management LLC39,165$3.86M2.89%-34,89413F-HRTimeline
Vista Cima Wealth Management LLC39,012$3.84M3.99%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…37,916$3.73M0.09%+2,23213F-HRTimelineGroup
&PARTNERS35,911$3.59M0.04%+8,73113F-HRTimeline
Western Wealth Management, LLC35,160$3.46M0.23%-7,97013F-HR/ATimeline
Avior Wealth Management, LLC34,830$3.43M0.13%-125,48413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,699$3.42M<0.01%-26,87413F-HRTimelineGroup
Stephens Consulting, LLC34,521$3.4M0.85%+3,92813F-HRTimeline
Centerpoint Advisory Group33,966$3.34M3.23%13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC29,841$2.99M1.09%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,181$2.97M<0.01%+48713F-HRTimelineGroup
BFSG, LLC29,381$2.89M0.34%+2,97913F-HRTimeline
Concentrum Wealth Management29,069$2.86M1.01%+3,09713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,293$2.69M0.2%+18,24413F-HRTimeline
Prospera Financial Services Inc26,801$2.64M0.06%new13F-HRTimeline
Family Capital Management, Inc.26,241$2.58M1.56%+2,79713F-HRTimeline
SkyView Investment Advisors, LLC25,958$2.56M0.41%new13F-HRTimeline
MAI Capital Management25,941$2.55M0.02%+2,19013F-HRTimeline
United Asset Strategies, Inc.25,845$2.54M0.23%+8,08313F-HRTimeline
Atria Investments, Inc25,756$2.54M0.03%-57713F-HRTimeline
Tempus Wealth Planning, LLC25,660$2.53M0.77%new13F-HRTimeline
Venturi Wealth Management, LLC25,016$2.46M0.12%+3,78613F-HRTimeline
PEAK FINANCIAL ADVISORS LLC24,377$2.4M1.25%new13F-HRTimeline
Aptus Capital Advisors, LLC24,026$2.37M0.03%new13F-HRTimeline
Financial Freedom, LLC24,005$2.36M1.25%+2,62713F-HRTimeline
Comprehensive Financial Planning, Inc./…23,890$2.35M1.99%13F-HRTimeline
Duncan Williams Asset Management, LLC23,852$2.35M0.92%+9,51913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,800$2.34M0.07%+89313F-HRTimelineGroup
Onyx Bridge Wealth Group LLC23,223$2.29M0.33%-33,34713F-HRTimeline
CHB Investment Group, LLC22,921$2.26M1.23%-1,41413F-HRTimeline
First Heartland Consultants, Inc.22,909$2.26M0.23%-11,54713F-HRTimeline
Horizon Family Wealth, Inc.22,594$2.22M1.48%new13F-HRTimeline
OneDigital Investment Advisors LLC22,338$2.2M0.03%+14,70813F-HRTimeline
GGM Financial LLC22,300$2.2M2.34%-143,31313F-HRTimeline
Colonial River Investments, LLC22,038$2.17M1.05%+2,05613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,837$2.15M0.05%+1,94513F-HRTimeline
Waverly Advisors, LLC21,584$2.13M0.03%+3,22613F-HRTimeline
Dana Investment Advisors, Inc.21,277$2.1M0.07%-1,25513F-HRTimeline
Firestone Capital Management21,255$2.09M0.52%-23813F-HRTimeline
LWM Advisory Services, LLC20,999$2.07M1.44%-3,51213F-HRTimeline
OPTIMA CAPITAL LLC20,975$2.07M1.42%13F-HRTimeline
GG Group Ventures, LLC20,319$2M2.64%+1,08713F-HRTimeline
Wiser Advisor Group LLC20,256$1.99M2.9%+73613F-HRTimeline
COMERICA BANK20,236$1.99M0.01%+2,87513F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC19,700$1.94M<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.19,332$1.9M0.08%-1,85913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,196$1.89M<0.01%+2,94413F-HRTimelineGroup
Belpointe Asset Management LLC18,604$1.88M0.11%-78713F-HRTimeline
Fortis Capital Advisors, LLC18,604$1.88M0.64%-78713F-HRTimeline
TD Capital Management LLC19,096$1.88M0.19%+1,14013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,806$1.85M0.17%+3,30313F-HRTimeline
SWMG, LLC16,889$1.75M0.7%-77913F-HRTimeline
GPS Wealth Strategies Group, LLC17,466$1.72M0.22%+1,96713F-HRTimeline