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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
226
Sheets Smith Wealth Management
North Carolina
$1.13M +$16.5K +159 +1%
KWM
227
Kingsview Wealth Management
Oregon
$1.12M +$79.9K +772 +7%
BWG
228
Beta Wealth Group
California
$1.12M +$1.18M +11,354 New
WA
229
WPG Advisers
Maryland
$1.11M +$1.17M +11,283 New
BCG
230
Breakwater Capital Group
New Jersey
$1.1M +$6.52K +63 +0.6%
WWP
231
Wise Wealth Partners
Arizona
$1.08M +$1.14M +10,978 New
Citadel Advisors
232
Citadel Advisors
Florida
$1.03M +$556K +5,368 +105%
OFG
233
Opulen Financial Group
Virginia
$999K +$1.05M +10,149 New
IA
234
IFG Advisory
Georgia
$991K -$251K -2,427 -19%
PWH
235
Priebe Wealth Holdings
Minnesota
$982K +$186K +1,800 +22%
Brown Advisory
236
Brown Advisory
Maryland
$978K +$762K +7,356 +285%
GRP
237
Global Retirement Partners
California
$978K +$250K +2,411 +32%
HPC
238
HM Payson & Co
Maine
$975K – – –
WWA
239
Wingate Wealth Advisors
Massachusetts
$963K +$1.01M +9,780 New
DAS
240
Dynamic Advisor Solutions
Arizona
$945K +$8.39K +81 +0.9%
CPA
241
Cathy Pareto & Associates
Florida
$937K +$986K +9,520 New
RFA
242
Rollins Financial Advisors
New York
$902K -$302K -2,919 -24%
AWA
243
Arete Wealth Advisors
Illinois
$896K -$164K -1,586 -15%
NFSG
244
Newbridge Financial Services Group
Florida
$888K -$17.1K -165 -2%
PSF
245
Pacific Sun Financial
California
$886K +$65.5K +633 +8%
MA
246
Mutual Advisors
Nebraska
$855K +$148K +1,425 +20%
ACM
247
Andina Capital Management
Utah
$847K +$890K +8,600 New
RIP
248
Reliant Investment Partners
North Carolina
$847K +$890K +8,599 New
VA
249
Valmark Advisers
Ohio
$842K -$1.67M -16,143 -65%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$832K +$415K +4,013 +91%
8 9
10
11 12

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.