Vault-13

INVESCO EXCHANGE TRADED FD T XMHQ

S&P MDCP QUALITY · ETP · CUSIP 46137V472

395 institutional holders -9 vs Q1 2025
32,501,75332.5m shares reported held*
$3.2bnreported value*
29 new 151 added 172 reduced 39 sold out net sold ≈ $657.5m (-6.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $98.27. Options: 1 managers hold calls ($1.8m notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 77Q4 22: 84Q1 23: 85Q2 23: 125Q3 23: 158Q4 23: 213Q1 24: 284Q2 24: 313Q3 24: 348Q4 24: 405Q1 25: 404Q2 25: 395395Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202277
Q4 202284
Q1 202385
Q2 2023125
Q3 2023158
Q4 2023213
Q1 2024284
Q2 2024313
Q3 2024348
Q4 2024405
Q1 2025404
Q2 2025395

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 111 bought or addedQ3 23: 38 cut or sold outQ4 23: 163 bought or addedQ4 23: 37 cut or sold outQ4 23Q1 24: 217 bought or addedQ1 24: 63 cut or sold outQ2 24: 229 bought or addedQ2 24: 89 cut or sold outQ2 24Q3 24: 252 bought or addedQ3 24: 90 cut or sold outQ4 24: 249 bought or addedQ4 24: 112 cut or sold outQ4 24Q1 25: 210 bought or addedQ1 25: 202 cut or sold outQ2 25: 180 bought or addedQ2 25: 211 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202311138
Q4 202316337
Q1 202421763
Q2 202422989
Q3 202425290
Q4 2024249112
Q1 2025210202
Q2 2025180211

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 24 calls: $646.3kQ3 24 puts: $10.3kQ3 24P/C 0.02Q4 24 calls: $413.6kQ4 24 puts: $9.8kQ4 24P/C 0.02Q1 25 calls: $430.2kQ1 25 puts: $631.6kQ1 25P/C 1.47Q2 25 calls: $1.8mQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$646.3k$10.3k0.02
Q4 2024$413.6k$9.8k0.02
Q1 2025$430.2k$631.6k1.47
Q2 2025$1.8m$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +232,657+232.7k
Thrivent Financial for Lutherans Added +220,687+220.7k
Atlantic Union Bankshares Corp New +199,538+199.5k
WELLS FARGO & COMPANY/MN Added +162,924+162.9k
TRUST CO OF TOLEDO NA /OH/ New +160,283+160.3k
WFA Asset Management Corp Added +114,824+114.8k
Spectrum Wealth Advisory Group, LLC Added +106,332+106.3k
AMERIPRISE FINANCIAL INC Added +83,853+83.9k
WESCAP Management Group, Inc. Added +72,663+72.7k
JONES FINANCIAL COMPANIES LLLP Added +72,407+72.4k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -1,444,233-1.4m
BENJAMIN EDWARDS INC Reduced -1,205,560-1.2m
Annex Advisory Services, LLC Reduced -1,102,336-1.1m
EDMOND DE ROTHSCHILD HOLDING S.A. Sold out -603,301-603.3k
CONFLUENCE INVESTMENT MANAGEMENT LLC Sold out -548,049-548.0k
Syntegra Private Wealth Group, LLC Reduced -434,835-434.8k
MML INVESTORS SERVICES, LLC Reduced -315,361-315.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -311,588-311.6k
LPL Financial LLC Reduced -277,794-277.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -252,131-252.1k

Biggest calls

CITADEL ADVISORS LLC Added $1.8m18.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 4,914,6044.9m $482.8m $482.8m 0.16% Reduced -277.8k -277,794
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,013,8102.0m $197.8m $197.8m 0.01% Added +49.9k +49,926
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio MILWAUKEE, WI 1,528,4411.5m $150.2m $150.2m 0.11% Reduced -311.6k -311,588
4 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,450,0441.5m $142.4m $142.4m 0.04% Added +83.9k +83,853
5 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,021,2951.0m $100.3m $100.3m 0.13% Reduced -252.1k -252,131
6 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,012,8681.0m $99.5m $99.5m 0.03% Reduced -24.2k -24,231
7 Cetera Investment Advisers 0.13% of their portfolio SCHAUMBURG, IL 766,696766.7k $75.3m $75.3m 0.13% Added +34.7k +34,716
8 Thrivent Financial for Lutherans 0.13% of their portfolio Minneapolis, MN 604,422604.4k $59.4m $59.4m 0.13% Added +220.7k +220,687
9 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 603,790603.8k $59.4m $59.4m 0.05% Added +72.4k +72,407
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 565,508565.5k $55.6m $55.6m 0.00% Reduced -66.5k -66,479
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 562,459562.5k $55.3m $55.3m 0.01% Added +162.9k +162,924
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 515,570515.6k $50.6m $50.6m 0.00% Added +232.7k +232,657
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 493,472493.5k $48.5m $48.5m 0.01% Reduced -84.8k -84,822
14 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 490,614490.6k $48.2m $48.2m 0.09% Reduced -103.2k -103,242
15 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 481,715481.7k $47.3m $47.3m 0.06% Added +21.5k +21,454
16 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 445,744445.7k $43.8m $43.8m 0.04% Reduced -1.4m -1,444,233
17 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 430,956431.0k $42.3m $42.3m 0.09% Added +2.9k +2,892
18 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 392,037392.0k $38.5m $38.5m 0.12% Reduced -79.6k -79,643
19 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 348,370348.4k $34.2m $34.2m 0.10% Reduced -315.4k -315,361
20 Trilogy Capital Inc. 1.57% of their portfolio IRVINE, CA 328,016328.0k $32.2m $32.2m 1.57% Reduced -10.6k -10,617
21 STRAIGHTLINE GROUP LLC 19.80% of their portfolio TROY, MI 322,600322.6k $31.7m $31.7m 19.80% Reduced -39.4k -39,432
22 AVANTAX ADVISORY SERVICES, INC. 0.17% of their portfolio DALLAS, TX 316,369316.4k $31.1m $31.1m 0.17% Added +20.8k +20,756
23 Focus Financial Network, Inc. 1.21% of their portfolio MINNEAPOLIS, MN 311,483311.5k $30.6m $30.6m 1.21% Added +9.0k +8,991
24 TruWealth Advisors, LLC 1.64% of their portfolio Metairie, LA 303,723303.7k $29.8m $29.8m 1.64% Added +13.0k +13,023
25 NewEdge Advisors, LLC 0.15% of their portfolio NEW ORLEANS, LA 291,706291.7k $28.7m $28.7m 0.15% Added +18.0k +18,025
26 Capital Planning Advisors, LLC 3.95% of their portfolio Roseville, CA 274,110274.1k $26.9m $26.9m 3.95% Reduced -91.7k -91,660
27 UMB Bank, n.a. 0.42% of their portfolio Kansas City, MO 271,179271.2k $26.6m $26.6m 0.42% Reduced -18.2k -18,162
28 Crestwood Advisors Group, LLC 0.47% of their portfolio BOSTON, MA 268,159268.2k $26.3m $26.3m 0.47% Reduced -29.4k -29,352
29 ADAMSBROWN WEALTH CONSULTANTS LLC 6.38% of their portfolio WICHITA, KS 224,089224.1k $22.0m $22.0m 6.38% Added +24.4k +24,356
30 UBS Group AG 0.00% of their portfolio ZURICH, V8 211,035211.0k $20.7m $20.7m 0.00% Added +2.3k +2,271
31 Spectrum Wealth Advisory Group, LLC 9.44% of their portfolio GRANITE BAY, CA 206,591206.6k $20.3m $20.3m 9.44% Added +106.3k +106,332
32 Syntegra Private Wealth Group, LLC 2.06% of their portfolio Chesterfield, MO 205,463205.5k $20.2m $20.2m 2.06% Reduced -434.8k -434,835
33 Atlantic Union Bankshares Corp 0.45% of their portfolio GLEN ALLEN, VA 199,538199.5k $19.6m $19.6m 0.45% New
34 KPP Advisory Services LLC 3.05% of their portfolio Louisville, KY 187,923187.9k $18.5m $18.5m 3.05% Reduced -4.2k -4,241
35 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 184,250184.2k $18.1m $18.1m 0.10% Reduced -72.3k -72,277
36 Good Life Advisors, LLC 1.12% of their portfolio READING, PA 181,662181.7k $17.8m $17.8m 1.12% Added +11.9k +11,920
37 Foundations Investment Advisors, LLC 0.26% of their portfolio PHOENIX, AZ 168,802168.8k $16.6m $16.6m 0.26% Reduced -7.1k -7,082
38 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 160,769160.8k $15.8m $15.8m 0.08% Reduced -11.6k -11,637
39 TRUST CO OF TOLEDO NA /OH/ 1.74% of their portfolio HOLLAND, OH 160,283160.3k $15.7m $15.7m 1.74% New
40 Stratos Wealth Partners, LTD. 0.21% of their portfolio BEACHWOOD, OH 156,702156.7k $15.4m $15.4m 0.21% Added +35.1k +35,086
41 Equitable Holdings, Inc. 0.13% of their portfolio NEW YORK, NY 156,553156.6k $15.4m $15.4m 0.13% Reduced -30.1k -30,099
42 SAX WEALTH ADVISORS, LLC 0.89% of their portfolio PARSIPPANY, NJ 149,524149.5k $14.7m $14.7m 0.89% Added +33.1k +33,056
43 KESTRA PRIVATE WEALTH SERVICES, LLC 0.20% of their portfolio AUSTIN, TX 143,087143.1k $14.1m $14.1m 0.20% Reduced -88.2k -88,211
44 WFA Asset Management Corp 7.78% of their portfolio WHITEFISH BAY, WI 141,758141.8k $13.8m $13.8m 7.78% Added +114.8k +114,824
45 Family Investment Center, Inc. 3.10% of their portfolio Saint Joseph, MO 139,452139.5k $13.7m $13.7m 3.10% Added +4.0k +4,012
46 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.03% of their portfolio PITTSBURGH, PA 139,184139.2k $13.7m $13.7m 2.03% Added +21.2k +21,161
47 Masso Torrence Wealth Management Inc. 6.09% of their portfolio MARLTON, NJ 134,117134.1k $13.2m $13.2m 6.09% Added +5.0k +4,967
48 Wealthspire Retirement, LLC 0.84% of their portfolio ALISO VIEJO, CA 129,331129.3k $12.7m $12.7m 0.84% Added +4.2k +4,246
49 Gerber Kawasaki Wealth & Investment Management 0.48% of their portfolio SANTA MONICA, CA 125,776125.8k $12.4m $12.4m 0.48% Reduced -21.9k -21,920
50 Madrona Financial Services, LLC 2.73% of their portfolio EVERETT, WA 116,068116.1k $11.4m $11.4m 2.73% Added +3.8k +3,802
51 Bleakley Financial Group, LLC 0.29% of their portfolio PARSIPPANY, NJ 115,642115.6k $11.4m $11.4m 0.29% Added +41.2k +41,194
52 First International Bank & Trust 3.92% of their portfolio WATFORD CITY, ND 114,598114.6k $11.3m $11.3m 3.92% Reduced -5.9k -5,901
53 Sowell Financial Services LLC 0.45% of their portfolio NORTH LITTLE ROCK, AR 112,386112.4k $11.0m $11.0m 0.45% Reduced -4.2k -4,167
54 WCG Wealth Advisors LLC 0.69% of their portfolio LAS VEGAS, NV 108,182108.2k $10.6m $10.6m 0.69% Added +9.0k +9,032
55 Fifth Third Securities, Inc. 0.79% of their portfolio Cincinnati, OH 107,715107.7k $10.6m $10.6m 0.79% Reduced -2.4k -2,364
56 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 107,376107.4k $10.5m $10.5m 0.03% Reduced -203 -203
57 SMITH, MOORE & CO. 0.88% of their portfolio CLAYTON, MO 107,028107.0k $10.5m $10.5m 0.88% Added +3.1k +3,086
58 ENZI WEALTH 3.87% of their portfolio AUSTIN, TX 106,234106.2k $10.6m $10.6m 3.87% Added +621 +621
59 Orion Porfolio Solutions, LLC 0.09% of their portfolio OMAHA, NE 101,553101.6k $10.0m $10.0m 0.09% Added +570 +570
60 Onyx Bridge Wealth Group LLC 1.31% of their portfolio TARRYTOWN, NY 101,182101.2k $9.9m $9.9m 1.31% Added +56.2k +56,198
61 NBZ Investment Advisors LLC 5.63% of their portfolio KNOXVILLE, TN 100,125100.1k $9.8m $9.8m 5.63% Added +3.2k +3,173
62 Corecam Pte. Ltd. 5.47% of their portfolio SINGAPORE, U0 98,93098.9k $9.7m $9.7m 5.47% Reduced -2.9k -2,880
63 Traction Financial Partners, LLC 6.46% of their portfolio LITTLETON, CO 96,98597.0k $9.5m $9.5m 6.46% Reduced -2.6k -2,590
64 THOROUGHBRED FINANCIAL SERVICES, LLC 0.66% of their portfolio BRENTWOOD, TN 96,68896.7k $9.5m $9.5m 0.66% Reduced -13.6k -13,582
65 NewEdge Wealth, LLC 0.15% of their portfolio STAMFORD, CT 95,40495.4k $9.6m $9.6m 0.15% Reduced -5.3k -5,271
66 Merit Financial Group, LLC 0.10% of their portfolio ALPHARETTA, GA 91,96092.0k $9.0m $9.0m 0.10% Reduced -2.9k -2,856
67 SIERRA OCEAN, LLC 6.46% of their portfolio RIPON, CA 91,27691.3k $9.0m $9.0m 6.46% Reduced -3.1k -3,124
68 Altus Wealth Group LLC 3.91% of their portfolio COLORADO SPRINGS, CO 89,89689.9k $8.8m $8.8m 3.91% Added +648 +648
69 WESCAP Management Group, Inc. 1.94% of their portfolio Glendale, CA 86,95287.0k $8.5m $8.5m 1.94% Added +72.7k +72,663
70 Modern Wealth Management, LLC 0.21% of their portfolio KANSAS CITY, MO 85,79685.8k $8.4m $8.4m 0.21% Added +220 +220
71 Atria Wealth Solutions, Inc. 0.18% of their portfolio NEW YORK, NY 82,78382.8k $8.2m $8.2m 0.18% Reduced -68.8k -68,802
72 DAHRING | CUSMANO LLC 6.33% of their portfolio NOVI, MI 82,69082.7k $8.1m $8.1m 6.33% Added +2.5k +2,530
73 Concord Wealth Partners 1.15% of their portfolio ABINGDON, VA 80,35880.4k $7.9m $7.9m 1.15% Reduced -968 -968
74 Concord Asset Management, LLC/VA 1.19% of their portfolio ABINGDON, VA 80,35880.4k $7.9m $7.9m 1.19% Added +1.4k +1,399
75 PRECEDENT WEALTH PARTNERS, LLC 1.89% of their portfolio HOUSTON, TX 78,74278.7k $7.7m $7.7m 1.89% Added +5.6k +5,649
76 MGO ONE SEVEN LLC 0.24% of their portfolio Beachwood, OH 74,29774.3k $7.3m $7.3m 0.24% Reduced -9.1k -9,091
77 Trivium Point Advisory, LLC 0.79% of their portfolio WILTON, CT 73,93873.9k $7.3m $7.3m 0.79% Added +3.0k +3,008
78 ATTICUS WEALTH MANAGEMENT, LLC 1.94% of their portfolio Palm Beach Gardens, FL 73,10473.1k $7.2m $7.2m 1.94% Added +7.2k +7,230
79 LEVEL FOUR ADVISORY SERVICES, LLC 0.26% of their portfolio DALLAS, TX 72,89272.9k $7.2m $7.2m 0.26% Reduced -14.7k -14,708
80 Lighthouse Wealth Management Inc. 6.01% of their portfolio ASHLAND, OH 70,71570.7k $6.9m $6.9m 6.01% Reduced -5.2k -5,242
81 Cornerstone Wealth Management, LLC 0.42% of their portfolio ST. PETERS, MO 69,99470.0k $6.9m $6.9m 0.42% Added +6.9k +6,915
82 PRINCIPAL SECURITIES, INC. 0.13% of their portfolio DES MOINES, IA 69,94069.9k $6.9m $6.9m 0.13% Added +8.9k +8,935
83 IHT Wealth Management, LLC 0.19% of their portfolio Chicago, IL 69,37569.4k $6.8m $6.8m 0.19% Added +2.0k +2,034
84 Principle Wealth Partners LLC 0.42% of their portfolio MADISON, CT 67,82467.8k $6.7m $6.7m 0.42% Reduced -4.3k -4,335
85 DHJJ Financial Advisors, Ltd. 2.40% of their portfolio NAPERVILLE, IL 67,58067.6k $6.6m $6.6m 2.40% Added +4.2k +4,157
86 Anfield Capital Management, LLC 2.19% of their portfolio IRVINE, CA 67,35867.4k $6.6m $6.6m 2.19% Added +28 +28
87 Wealthcare Advisory Partners LLC 0.15% of their portfolio WEST CHESTER, PA 66,52866.5k $6.5m $6.5m 0.15% Added +11.5k +11,490
88 USAdvisors Wealth Management, LLC 2.39% of their portfolio EDEN PRAIRIE, MN 65,49765.5k $6.4m $6.4m 2.39% Reduced -227 -227
89 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.39% of their portfolio LEAWOOD, KS 63,19263.2k $6.2m $6.2m 1.39% Reduced -31.4k -31,435
90 TrueWealth Advisors, LLC 1.81% of their portfolio BIRMINGHAM, AL 62,39562.4k $6.1m $6.1m 1.81% Added +1.0k +1,049
91 Berkeley, Inc 2.20% of their portfolio Boise, ID 62,29262.3k $6.1m $6.1m 2.20% Added +59.5k +59,517
92 HARBOUR INVESTMENTS, INC. 0.15% of their portfolio MADISON, WI 61,94961.9k $6.1m $6.1m 0.15% Added +9.2k +9,164
93 Burns Matteson Capital Management, LLC 2.83% of their portfolio CORNING, NY 59,66259.7k $5.9m $5.9m 2.83% Added +5.8k +5,803
94 Mason & Associates Inc 1.32% of their portfolio LOS ANGELES, CA 58,33858.3k $5.7m $5.7m 1.32% Added +1.0k +1,038
95 Meridian Wealth Management, LLC 0.24% of their portfolio LEXINGTON, KY 58,00258.0k $5.7m $5.7m 0.24% Added +4.2k +4,207
96 Aspen Wealth Strategies, LLC 3.41% of their portfolio ARVADA, CO 57,62957.6k $5.7m $5.7m 3.41% Added +1.1k +1,083
97 WealthCare Investment Partners, LLC 2.09% of their portfolio PORTSMOUTH, RI 57,50057.5k $5.8m $5.8m 2.09% Reduced -2.9k -2,896
98 CENTRAL TRUST Co 0.13% of their portfolio JEFFERSON CITY, MO 57,25057.2k $5.6m $5.6m 0.13% Reduced -562 -562
99 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 0.57% of their portfolio LIBERTYVILLE, IL 57,15057.1k $5.6m $5.6m 0.57% Added +273 +273
100 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 55,57755.6k $5.5m $5.5m 0.00% Added +51.0k +51,016