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Invesco S&P MidCap Quality ETF

345 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Symphony Financial Services
Ohio
$679K +$16.4K +166 +3%
MCC
227
Money Concepts Capital
Florida
$670K +$87K +878 +16%
UWPG
228
Ullmann Wealth Partners Group
Florida
$665K +$495 +5 +0.1%
Qube Research & Technologies (QRT)
229
Qube Research & Technologies (QRT)
United Kingdom
$660K -$198K -1,997 -24%
TPWA
230
Twin Peaks Wealth Advisors
California
$655K -$16.6K -168 -3%
JWA
231
JFS Wealth Advisors
Pennsylvania
$636K
NW
232
NewEdge Wealth
Pennsylvania
$635K -$46.1K -465 -7%
AWM
233
AE Wealth Management
Kansas
$626K -$103K -1,039 -15%
SA
234
Sanctuary Advisors
Indiana
$625K -$24.7K -249 -4%
NIWA
235
New Insight Wealth Advisors
California
$617K +$596K +6,015 New
BOM
236
Bank of Marin
California
$611K
Jane Street
237
Jane Street
New York
$608K +$587K +5,927 New
AA
238
Advisory Alpha
Michigan
$591K +$594 +6 +0.1%
FTUS
239
Flow Traders U.S.
New York
$586K +$566K +5,711 New
MA
240
MONECO Advisors
Connecticut
$581K +$45.5K +459 +9%
AWA
241
Arkadios Wealth Advisors
Georgia
$570K +$693 +7 +0.1%
IAG
242
Investmark Advisory Group
Connecticut
$562K
S4W
243
Solutions 4 Wealth
Texas
$547K +$41.5K +419 +9%
TF
244
Trek Financial
Arizona
$538K +$519K +5,245 New
BC
245
Belmont Capital
California
$532K +$514K +5,188 New
Citadel Advisors
246
Citadel Advisors
Florida
$525K -$626K -6,323 -55%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$513K +$198K +2,000 +67%
AWM
248
Aspire Wealth Management
Massachusetts
$491K +$98.8K +998 +26%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$490K +$40.5K +409 +9%
SPWM
250
Schrum Private Wealth Management
Florida
$472K +$228K +2,300 +100%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.