XMHQ
Invesco S&P MidCap Quality ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +9.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 0 | 16.69M | $1.88B | +2 | −2 |
| Q1 2026 | 44 | +3 | 17.39M | $1.80B | +7 | −4 |
| Q4 2025 | 40 | +1 | 17.57M | $1.80B | +2 | −1 |
| Q3 2025 | 5 | -1 | 2.24M | $235.52M | +1 | −2 |
| Q2 2025 | 4 | 0 | 98.72K | $9.70M | +1 | −1 |
| Q1 2025 | 3 | -2 | 101.61K | $9.30M | — | −2 |
| Q4 2024 | 5 | +1 | 113.64K | $11.19M | +1 | — |
| Q3 2024 | 4 | 0 | 103.64K | $10.63M | — | — |
| Q2 2024 | 4 | — | 99.66K | $9.67M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gotham Asset Management ✦ | 44.82K | +30.9% | $4.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 34.70K | -43.6% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 19.70K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 10.49K | +104.9% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Millennium Management ✦ | 3.93K | +44.7% | $386,889 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.94M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 420 holders, 32.25M shares, $3.24B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.