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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$21.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$21.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$19M
2
GF
GGM Financials
Ohio
-$14.1M
3
AWM
Avior Wealth Management
Nebraska
-$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.4M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
WPG Advisers
Maryland
$1.11M +$1.11M +11,283 New
BCG
227
Breakwater Capital Group
New Jersey
$1.1M +$6.2K +63 +0.6%
WWP
228
Wise Wealth Partners
Arizona
$1.08M +$1.08M +10,978 New
Citadel Advisors
229
Citadel Advisors
Florida
$1.03M +$529K +5,368 +105%
OFG
230
Opulen Financial Group
Virginia
$999K +$999K +10,149 New
IA
231
IFG Advisory
Georgia
$991K -$239K -2,427 -19%
PWH
232
Priebe Wealth Holdings
Minnesota
$982K +$177K +1,800 +22%
Brown Advisory
233
Brown Advisory
Maryland
$978K +$724K +7,356 +285%
GRP
234
Global Retirement Partners
California
$978K +$237K +2,411 +32%
HPC
235
HM Payson & Co
Maine
$975K – – –
WWA
236
Wingate Wealth Advisors
Massachusetts
$963K +$963K +9,780 New
DAS
237
Dynamic Advisor Solutions
Arizona
$945K +$7.98K +81 +0.9%
CPA
238
Cathy Pareto & Associates
Florida
$937K +$937K +9,520 New
RFA
239
Rollins Financial Advisors
New York
$902K -$287K -2,919 -24%
AWA
240
Arete Wealth Advisors
Illinois
$896K -$156K -1,586 -15%
NFSG
241
Newbridge Financial Services Group
Florida
$888K -$16.2K -165 -2%
PSF
242
Pacific Sun Financial
California
$886K +$62.3K +633 +8%
MA
243
Mutual Advisors
Nebraska
$855K +$145K +1,425 +20%
ACM
244
Andina Capital Management
Utah
$847K +$847K +8,600 New
RIP
245
Reliant Investment Partners
North Carolina
$847K +$847K +8,599 New
VA
246
Valmark Advisers
Ohio
$842K -$1.59M -16,143 -65%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$832K +$395K +4,013 +91%
EFG
248
Elm3 Financial Group
Georgia
$823K +$823K +8,357 New
SA
249
Sanctuary Advisors
Indiana
$806K +$208K +2,031 +35%
BFG
250
Berger Financial Group
Minnesota
$793K -$21.7K -220 -3%
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