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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 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 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
Morgan Stanley
New York
$199M
5
HighTower Advisors
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
MIH
Meitav Investment House
Israel
$0
3
APCM
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
Avior Wealth Management
Nebraska
$16.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
O3W
251
Omni 360 Wealth
New Jersey
$460K -$255K -2,487 -36%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$455K +$382K +3,720 +522%
3F
253
360 Financial
Minnesota
$444K +$156K +1,522 +54%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$443K +$58.7K +572 +15%
PWM
255
Perigon Wealth Management
California
$439K -$1.23K -12 -0.3%
ARC
256
Advisor Resource Council
Texas
$405K +$405K +3,951 New
ACM
257
Absolute Capital Management
Pennsylvania
$404K -$17.3K -169 -4%
HWM
258
HRC Wealth Management
Idaho
$396K +$513 +5 +0.1%
SAW
259
Signal Advisors Wealth
Michigan
$395K +$395K +3,854 New
WA1
260
Wimmer Associates 1
California
$388K – – –
LSAG
261
Lake Street Advisors Group
New Hampshire
$388K +$388K +3,778 New
AIC
262
Ayalon Insurance Company
Israel
$383K – – –
DWM
263
Denver Wealth Management
Colorado
$381K +$381K +3,715 New
GAA
264
Global Assets Advisory
Florida
$381K +$381K +3,737 New
WH
265
Willner & Heller
California
$381K +$25.4K +248 +7%
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$375K -$24.4K -239 -6%
CSPIA
267
Cary Street Partners Investment Advisory
Virginia
$373K +$373K +3,637 New
KDA
268
Kraft Davis & Associates
Missouri
$370K – – –
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$364K -$3.69K -36 -1%
FIA
270
Foundations Investment Advisors
Arizona
$362K +$362K +3,525 New
SFA
271
Sequoia Financial Advisors
Ohio
$357K +$68.4K +667 +24%
PCIA
272
Prime Capital Investment Advisors
Kansas
$352K +$12.5K +122 +4%
HIA
273
Harbor Investment Advisory
Maryland
$347K +$36.2K +353 +12%
SEP
274
Southland Equity Partners
Missouri
$336K +$123K +1,199 +58%
TI
275
Trexquant Investment
Connecticut
$328K -$764K -7,449 -70%
9 10
11
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