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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 %
CF
251
Centaurus Financial
California
$793K +$6.21K +63 +0.8%
GS
252
GWN Securities
Florida
$791K +$791K +7,709 New
DFA
253
DHK Financial Advisors
New Hampshire
$789K +$1.48K +15 +0.2%
KCFA
254
Key Client Fiduciary Advisors
New Jersey
$762K +$16.2K +165 +2%
LFA
255
Legacy Financial Advisors
Kentucky
$745K -$77.4K -786 -9%
AWA
256
Arkadios Wealth Advisors
Georgia
$744K +$196K +1,994 +36%
TF
257
Trek Financial
Arizona
$744K +$227K +2,306 +44%
MF
258
Meridian Financial
Massachusetts
$743K -$12.1K -123 -2%
RFN
259
Redwood Financial Network
Ohio
$740K +$3.74K +38 +0.5%
SAG
260
SageView Advisory Group
California
$688K +$688K +6,990 New
WB
261
WesBanco Bank
West Virginia
$683K -$25.1K -255 -4%
CA
262
Clearstead Advisors
Ohio
$668K – – –
JCFM
263
JBR Co Financial Management
Oklahoma
$668K -$154K -1,568 -19%
SFS
264
Symphony Financial Services
Ohio
$658K -$1.18K -12 -0.2%
WMWM
265
Whitaker-Myers Wealth Managers
Ohio
$656K -$9.26K -94 -1%
MA
266
MONECO Advisors
Connecticut
$649K +$91.3K +927 +16%
UWPG
267
Ullmann Wealth Partners Group
Florida
$639K +$689 +7 +0.1%
MCC
268
Money Concepts Capital
Florida
$631K -$12K -122 -2%
TPWA
269
Twin Peaks Wealth Advisors
California
$618K -$10.4K -106 -2%
XPN
270
XY Planning Network
Montana
$614K +$614K +6,232 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$611K +$186K +1,889 +44%
JWA
272
JFS Wealth Advisors
Pennsylvania
$611K – – –
Bank of New York Mellon
273
Bank of New York Mellon
New York
$605K +$135K +1,374 +29%
FFA
274
Farther Finance Advisors
California
$603K -$94.1K -956 -14%
KIM
275
Kane Investment Management
California
$589K +$589K +5,982 New
9 10
11
12 13