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Invesco S&P Midcap 400 QVM M (QVMM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Municipal Employees' Retirement System of Michigan
UNCHANGED
Shares11,882,576 from 11,882,576
Change0 (0%)
Value$398.2M (-$30.0M)
Filed 2026-11-06
Fragasso Financial Advisors Inc
INCREASED
Shares20,671 from 20,622
Change+49 (+0%)
Value$705.2K (-$37.9K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares9,928 from 8,799
Change+1,129 (+13%)
Value$332.7K (+$15.6K)
Filed 2026-11-06
Kestra Advisory Services, LLC
CLOSED
Shares0 from 6,344
Change-6,344 (-100%)
Value$0 (-$228.6K)
Filed 2026-11-02
Raymond James Financial Inc
N/A
Shares— from 70,135
Change-70,135 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 52,025
Change-52,025 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,266
Change-15,266 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,712
Change-8,712 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Municipal Employees' Retirement System of Michigan
UNCHANGED11,882,57611,882,57600%$428.2M$398.2M-$30.0M2026-11-06
Fragasso Financial Advisors Inc
INCREASED20,67120,622+49+0%$743.1K$705.2K-$37.9K2026-10-13
LPL Financial LLC
INCREASED9,9288,799+1,129+13%$317.1K$332.7K+$15.6K2026-11-06
Kestra Advisory Services, LLC
CLOSED06,344-6,344-100%$228.6K$0-$228.6K2026-11-02
Raymond James Financial Inc
N/A—70,135-70,135-100%$2.5M———
Private Advisor Group, LLC
N/A—52,025-52,025-100%$1.9M———
JPMorgan Chase & Co
N/A—15,266-15,266-100%$544.8K———
Empirical Asset Management, LLC
N/A—8,712-8,712-100%$313.9K———
Bank of America Corp
N/A—6,308-6,308-100%$227.3K———
Aptus Capital Advisors, LLC
N/A—734-734-100%$26.4K———
Osaic Holdings, Inc.
N/A—26-26-100%$936———
Morgan Stanley
N/A—1-1-100%$36———
Showing 12 of 12 institutions