Joel Greenblatt's XMHQ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 45,222 shares of Invesco S&P MidCap Quality ETF (XMHQ) worth $4.75 M, representing 0.02% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 7 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in XMHQ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2024, adding 24,695 shares. Largest reduction occurred in Q2 2025, reducing 16,248 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco S&P MidCap Quality ETF (XMHQ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco S&P MidCap Quality ETF (XMHQ) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2024 | +4,776 | New Buy | 4,776 | $110.05 |
| Q2 2024 | +24,695 | Add 517.06% | 29,471 | $97.03 |
| Q3 2024 | +4,760 | Add 16.15% | 34,231 | $102.58 |
| Q4 2024 | +10,593 | Add 30.95% | 44,824 | $98.47 |
| Q1 2025 | +15,876 | Add 35.42% | 60,700 | $91.53 |
| Q2 2025 | -16,248 | Reduce 26.77% | 44,452 | $98.24 |
| Q3 2025 | +770 | Add 1.73% | 45,222 | $104.96 |
Joel Greenblatt's Invesco S&P MidCap Quality ETF Investment FAQs
Joel Greenblatt first purchased Invesco S&P MidCap Quality ETF (XMHQ) in Q1 2024, acquiring 4,776 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco S&P MidCap Quality ETF (XMHQ) for 7 quarters since Q1 2024.
Joel Greenblatt's largest addition to Invesco S&P MidCap Quality ETF (XMHQ) was in Q2 2024, adding 29,471 shares worth $2.86 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 45,222 shares of Invesco S&P MidCap Quality ETF (XMHQ), valued at approximately $4.75 M.
As of the Q3 2025 filing, Invesco S&P MidCap Quality ETF (XMHQ) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco S&P MidCap Quality ETF (XMHQ) was 60,700 shares, as reported at the end of Q1 2025.