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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
226
Kingsview Wealth Management
Oregon
$370K -$24.1K -219 -6%
HIA
227
Harbor Investment Advisory
Maryland
$363K -$1.54K -14 -0.4%
AWM
228
AE Wealth Management
Kansas
$361K -$2.12M -19,229 -85%
WH
229
Willner & Heller
California
$359K +$74.9K +681 +26%
AWM
230
Aspire Wealth Management
Massachusetts
$355K +$6.38K +58 +2%
BFWM
231
Bright Futures Wealth Management
New York
$345K +$345K +3,544 New
MFWP
232
Mosaic Family Wealth Partners
Missouri
$336K +$37.3K +339 +12%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$323K +$323K +2,949 New
O3W
234
Omni 360 Wealth
New Jersey
$322K +$110 +1 +0%
BAMG
235
Brand Asset Management Group
Missouri
$321K +$321K +2,914 New
SFA
236
Sequoia Financial Advisors
Ohio
$294K +$294K +2,669 New
KFS
237
Kelly Financial Services
Massachusetts
$293K +$293K +2,662 New
AFG
238
Atomi Financial Group
New York
$291K +$291K +2,648 New
SPWM
239
Schrum Private Wealth Management
Florida
$253K – – –
SCA
240
Stonebridge Capital Advisors
Minnesota
$236K +$236K +2,142 New
NL
241
NWAM LLC
Washington
$232K +$232K +2,169 New
NFA
242
Northwest Financial Advisors
Virginia
$229K +$88.8K +807 +63%
JIC
243
Johnson Investment Counsel
Ohio
$224K +$224K +2,035 New
SIS
244
Sound Income Strategies
Florida
$224K +$224K +2,035 New
SEP
245
Southland Equity Partners
Missouri
$216K +$216K +1,967 New
TA
246
TruWealth Advisors
Louisiana
$211K +$211K +1,922 New
NCFG
247
New Century Financial Group
New Jersey
$209K +$209K +1,900 New
AFO
248
Allie Family Office
Florida
$201K +$201K +1,827 New
CAL
249
Capital Advisors Ltd
Ohio
$163K – – –
WIM
250
Westside Investment Management
California
$125K +$125K +1,141 New
8 9
10
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