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Invesco S&P MidCap Quality ETF

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
251
Continuum Advisory
Idaho
$120K -$216K -2,009 -64%
CA
252
Clearstead Advisors
Ohio
$115K +$77.2K +721 +205%
MG
253
Mather Group
Illinois
$95.4K +$95.4K +1,075 New
AA
254
Ancora Advisors
Ohio
$92.4K
MCM
255
MidAtlantic Capital Management
Virginia
$88K
PTC
256
Private Trust Company
Ohio
$84.7K -$23.1K -210 -21%
Fidelity Investments
257
Fidelity Investments
Massachusetts
$84.7K +$70K +636 +475%
HGERS
258
Householder Group Estate & Retirement Specialist
Arizona
$82.9K
SWM
259
Spire Wealth Management
Virginia
$65.2K +$65.2K +592 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$65K +$65K +592 New
Wells Fargo
261
Wells Fargo
California
$63.6K -$47.4K -431 -43%
FFA
262
Farther Finance Advisors
California
$58K +$41.8K +381 +257%
GWS
263
Glassman Wealth Services
Virginia
$56.1K +$56.1K +510 New
SMA
264
Sage Mountain Advisors
Georgia
$51.6K +$51.6K +469 New
AssetMark Inc
265
AssetMark Inc
California
$51.2K -$52.7M -478,493 -100%
CA
266
CoreCap Advisors
Michigan
$50.6K +$50.6K +460 New
CT
267
Cambridge Trust
Massachusetts
$39.3K
CIA
268
Cape Investment Advisory
Georgia
$32K +$32K +291 New
TRCT
269
Tower Research Capital (TRC)
New York
$28.9K +$28.9K +263 New
PNC Financial Services Group
270
PNC Financial Services Group
Pennsylvania
$22.7K +$1.65K +15 +8%
TLA
271
Tanglewood Legacy Advisors
Texas
$22K
CAM
272
Costello Asset Management
Pennsylvania
$22K +$22K +200 New
TFGT
273
TS Financial Group (TSFG)
Illinois
$22K -$84.7K -770 -79%
PBK
274
Peoples Bank (Kansas)
Kansas
$21.9K +$21.9K +199 New
ACA
275
Aptus Capital Advisors
Alabama
$20.7K +$20.7K +188 New