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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
$447M
2
AAS
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
Orion Portfolio Solutions
Nebraska
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
226
Valmark Advisers
Ohio
$574K -$17.6K -181 -3%
PWH
227
Priebe Wealth Holdings
Minnesota
$570K -$4.85K -50 -0.8%
AA
228
Advisory Alpha
Michigan
$558K +$6.02K +62 +1%
MCC
229
Money Concepts Capital
Florida
$549K +$114K +1,178 +26%
AWA
230
Arkadios Wealth Advisors
Georgia
$539K -$57.5K -593 -10%
IAG
231
Investmark Advisory Group
Connecticut
$531K – – –
TSMHT
232
Thurston Springer Miller Herd & Titak
Indiana
$517K +$517K +5,325 New
MA
233
MONECO Advisors
Connecticut
$505K +$139K +1,435 +38%
GRP
234
Global Retirement Partners
California
$495K +$17K +175 +4%
S4W
235
Solutions 4 Wealth
Texas
$477K +$477K +4,917 New
HW
236
Hancock Whitney
Mississippi
$437K – – –
GJIA
237
Glass Jacobson Investment Advisors
Maryland
$428K +$71.1K +733 +20%
Bank of New York Mellon
238
Bank of New York Mellon
New York
$423K +$77.2K +796 +22%
PWM
239
Perigon Wealth Management
California
$416K +$18K +186 +5%
MWM
240
Maripau Wealth Management
Indiana
$399K -$194 -2 -0%
ACM
241
Absolute Capital Management
Pennsylvania
$398K -$71.1K -733 -15%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$380K +$23.2K +239 +6%
KDA
243
Kraft Davis & Associates
Missouri
$380K – – –
HWM
244
HRC Wealth Management
Idaho
$374K +$16.7K +172 +5%
AWM
245
Aspire Wealth Management
Massachusetts
$368K +$55.1K +568 +18%
WA1
246
Wimmer Associates 1
California
$367K -$10.7K -110 -3%
BCI
247
Brinker Capital Investments
Pennsylvania
$364K -$14.2M -146,787 -98%
OPS
248
Orion Portfolio Solutions
Nebraska
$364K -$14.2M -146,787 -98%
Fidelity Investments
249
Fidelity Investments
Massachusetts
$363K +$288K +2,973 +386%
AIC
250
Ayalon Insurance Company
Israel
$362K +$362K +3,730 New
8 9
10
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