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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
251
Elm3 Financial Group
Georgia
$823K +$865K +8,357 New
SA
252
Sanctuary Advisors
Indiana
$806K +$210K +2,031 +35%
BFG
253
Berger Financial Group
Minnesota
$793K -$22.8K -220 -3%
CF
254
Centaurus Financial
California
$793K +$6.52K +63 +0.8%
GS
255
GWN Securities
Florida
$791K +$798K +7,709 New
DFA
256
DHK Financial Advisors
New Hampshire
$789K +$1.55K +15 +0.2%
KCFA
257
Key Client Fiduciary Advisors
New Jersey
$762K +$17.1K +165 +2%
LFA
258
Legacy Financial Advisors
Kentucky
$745K -$81.4K -786 -9%
AWA
259
Arkadios Wealth Advisors
Georgia
$744K +$206K +1,994 +36%
TF
260
Trek Financial
Arizona
$744K +$239K +2,306 +44%
MF
261
Meridian Financial
Massachusetts
$743K -$12.7K -123 -2%
RFN
262
Redwood Financial Network
Ohio
$740K +$3.93K +38 +0.5%
SAG
263
SageView Advisory Group
California
$688K +$724K +6,990 New
WB
264
WesBanco Bank
West Virginia
$683K -$26.4K -255 -4%
CA
265
Clearstead Advisors
Ohio
$668K – – –
JCFM
266
JBR Co Financial Management
Oklahoma
$668K -$162K -1,568 -19%
SFS
267
Symphony Financial Services
Ohio
$658K -$1.24K -12 -0.2%
WMWM
268
Whitaker-Myers Wealth Managers
Ohio
$656K -$9.73K -94 -1%
MA
269
MONECO Advisors
Connecticut
$649K +$96K +927 +16%
UWPG
270
Ullmann Wealth Partners Group
Florida
$639K +$725 +7 +0.1%
MCC
271
Money Concepts Capital
Florida
$631K -$12.6K -122 -2%
TPWA
272
Twin Peaks Wealth Advisors
California
$618K -$11K -106 -2%
XPN
273
XY Planning Network
Montana
$614K +$645K +6,232 New
Fidelity Investments
274
Fidelity Investments
Massachusetts
$611K +$196K +1,889 +44%
JWA
275
JFS Wealth Advisors
Pennsylvania
$611K – – –
9 10
11
12 13

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.