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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 %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$344K +$61.1K +637 +22%
WH
252
Willner & Heller
California
$336K +$19.6K +202 +6%
PCIA
253
Prime Capital Investment Advisors
Kansas
$321K -$32.7K -337 -9%
KWM
254
Kingsview Wealth Management
Oregon
$314K -$11.7K -121 -4%
HIA
255
Harbor Investment Advisory
Maryland
$294K -$26.7K -275 -8%
TNBTD
256
Trustmark National Bank Trust Department
Mississippi
$291K +$291K +3,000 New
BAMG
257
Brand Asset Management Group
Missouri
$289K +$5.82K +60 +2%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$277K +$277K +2,904 New
MFWP
259
Mosaic Family Wealth Partners
Missouri
$276K -$20.5K -211 -7%
SFA
260
Sequoia Financial Advisors
Ohio
$273K +$13.7K +141 +5%
3F
261
360 Financial
Minnesota
$272K +$272K +2,804 New
PBO
262
Peoples Bank (Ohio)
Ohio
$263K +$263K +2,707 New
LCGC
263
Legacy Capital Group California
California
$261K +$261K +2,690 New
NFA
264
Northwest Financial Advisors
Virginia
$235K +$33.5K +345 +17%
BCA
265
Bay Colony Advisors
Massachusetts
$231K +$231K +2,379 New
SPWM
266
Schrum Private Wealth Management
Florida
$223K – – –
SEP
267
Southland Equity Partners
Missouri
$201K +$10.3K +106 +5%
SIS
268
Sound Income Strategies
Florida
$197K – – –
CA
269
Continuum Advisory
Idaho
$196K +$88.1K +908 +82%
OA
270
Operose Advisors
Wisconsin
$163K +$163K +1,675 New
GWM
271
Geneos Wealth Management
Colorado
$155K -$289K -2,982 -65%
CAL
272
Capital Advisors Ltd
Ohio
$144K – – –
LFG
273
Larson Financial Group
Missouri
$130K +$130K +1,338 New
CA
274
Clearstead Advisors
Ohio
$129K +$25K +258 +24%
MG
275
Mather Group
Illinois
$125K +$6.71K +61 +6%
9 10
11
12 13