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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
251
Hancock Whitney
Mississippi
$462K
O3W
252
Omni 360 Wealth
New Jersey
$460K -$246K -2,487 -36%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$455K +$368K +3,720 +522%
3F
254
360 Financial
Minnesota
$444K +$151K +1,522 +54%
Fidelity Investments
255
Fidelity Investments
Massachusetts
$443K +$56.6K +572 +15%
PWM
256
Perigon Wealth Management
California
$439K -$1.19K -12 -0.3%
ARC
257
Advisor Resource Council
Texas
$405K +$391K +3,951 New
ACM
258
Absolute Capital Management
Pennsylvania
$404K -$16.7K -169 -4%
HWM
259
HRC Wealth Management
Idaho
$396K +$495 +5 +0.1%
SAW
260
Signal Advisors Wealth
Michigan
$395K +$382K +3,854 New
WA1
261
Wimmer Associates 1
California
$388K
LSAG
262
Lake Street Advisors Group
New Hampshire
$388K +$374K +3,778 New
AIC
263
Ayalon Insurance Company
Israel
$383K
DWM
264
Denver Wealth Management
Colorado
$381K +$368K +3,715 New
GAA
265
Global Assets Advisory
Florida
$381K +$370K +3,737 New
WH
266
Willner & Heller
California
$381K +$24.6K +248 +7%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$375K -$23.7K -239 -6%
CSPIA
268
Cary Street Partners Investment Advisory
Virginia
$373K +$360K +3,637 New
KDA
269
Kraft Davis & Associates
Missouri
$370K
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$364K -$3.56K -36 -1%
FIA
271
Foundations Investment Advisors
Arizona
$362K +$349K +3,525 New
SFA
272
Sequoia Financial Advisors
Ohio
$357K +$66.1K +667 +24%
PCIA
273
Prime Capital Investment Advisors
Kansas
$352K +$12.1K +122 +4%
HIA
274
Harbor Investment Advisory
Maryland
$347K +$35K +353 +12%
SEP
275
Southland Equity Partners
Missouri
$336K +$119K +1,199 +58%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.