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Invesco S&P MidCap Quality ETF
XMHQ

287 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 15

181% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 47

87% more funds holding in top 10

Funds holding in top 10: 15 → 28 (+13)

70% more capital invested

Capital invested by funds: $1.88B → $3.21B (+$1.32B)

35% more funds holding

Funds holding: 212 → 287 (+75)

0.49% less ownership

Funds ownership: 73.31% → 72.82% (-0.49%)

Holders
287
Holders Change
+75
Holders Change %
+35.38%
% of All Funds
4.13%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.4%
New
92
Increased
132
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$74.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$64.3M
4
LPL Financial
LPL Financial
California
+$63.5M
5
TC
Trilogy Capital
California
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$78M
2
AssetMark Inc
AssetMark Inc
California
-$46.8M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.9M
4
AWA
Alaska Wealth Advisors
Alaska
-$4.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
226
Total Clarity Wealth Management
Illinois
$370K +$329K +3,363 New
KWM
227
Kingsview Wealth Management
Oregon
$370K -$21.4K -219 -6%
HIA
228
Harbor Investment Advisory
Maryland
$363K -$1.37K -14 -0.4%
AWM
229
AE Wealth Management
Kansas
$361K -$1.88M -19,229 -85%
WH
230
Willner & Heller
California
$359K +$66.7K +681 +26%
AWM
231
Aspire Wealth Management
Massachusetts
$355K +$5.68K +58 +2%
BFWM
232
Bright Futures Wealth Management
New York
$345K +$347K +3,544 New
MFWP
233
Mosaic Family Wealth Partners
Missouri
$336K +$33.2K +339 +12%
CIBC Private Wealth Group
234
CIBC Private Wealth Group
Georgia
$323K +$289K +2,949 New
O3W
235
Omni 360 Wealth
New Jersey
$322K +$98 +1 +0%
BAMG
236
Brand Asset Management Group
Missouri
$321K +$285K +2,914 New
SFA
237
Sequoia Financial Advisors
Ohio
$294K +$261K +2,669 New
KFS
238
Kelly Financial Services
Massachusetts
$293K +$261K +2,662 New
AFG
239
Atomi Financial Group
New York
$291K +$259K +2,648 New
SPWM
240
Schrum Private Wealth Management
Florida
$253K – – –
SCA
241
Stonebridge Capital Advisors
Minnesota
$236K +$210K +2,142 New
NL
242
NWAM LLC
Washington
$232K +$212K +2,169 New
NFA
243
Northwest Financial Advisors
Virginia
$229K +$79K +807 +63%
JIC
244
Johnson Investment Counsel
Ohio
$224K +$199K +2,035 New
SIS
245
Sound Income Strategies
Florida
$224K +$199K +2,035 New
SEP
246
Southland Equity Partners
Missouri
$216K +$193K +1,967 New
TA
247
TruWealth Advisors
Louisiana
$211K +$188K +1,922 New
NCFG
248
New Century Financial Group
New Jersey
$209K +$186K +1,900 New
AFO
249
Allie Family Office
Florida
$201K +$179K +1,827 New
CAL
250
Capital Advisors Ltd
Ohio
$163K – – –
8 9
10
11 12

XMHQ Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.21B — up 70% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 132 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $78M.

  • 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $3.21B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 70% quarter-over-quarter.
  • 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2024.