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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
276
Richardson Financial Services
Massachusetts
$20.6K +$20.6K +187 New
GEA
277
Glen Eagle Advisors
New Jersey
$19.8K +$19.8K +180 New
CJ
278
Caitlin John
Michigan
$18.8K – – –
APC
279
Aspire Private Capital
North Carolina
$16.8K +$16.8K +153 New
SIC
280
Salem Investment Counselors
North Carolina
$15K – – –
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.1K – – –
GTAM
282
Global Trust Asset Management
Florida
$12.7K +$12.7K +115 New
CIAS
283
Capital Investment Advisory Services
North Carolina
$9.57K +$9.57K +87 New
PCM
284
Penserra Capital Management
California
$7K +$7K +71 New
WP
285
WealthShield Partners
North Carolina
$6.51K +$6.51K +59 New
AWM
286
Abound Wealth Management
Tennessee
$2.75K +$2.75K +25 New
KA
287
Kovack Advisors
Florida
– -$3.33M -37,584 Closed
Renaissance Technologies
288
Renaissance Technologies
New York
– -$2.52M -28,400 Closed
MWM
289
Meridian Wealth Management
Kentucky
– -$1.88M -21,237 Closed
Qube Research & Technologies (QRT)
290
Qube Research & Technologies (QRT)
United Kingdom
– -$830K -9,361 Closed
RL
291
Retireful LLC
Michigan
– -$656K -7,395 Closed
AG
292
Ascent Group
Virginia
– -$558K -5,706 Closed
BRWA
293
B. Riley Wealth Advisors
Florida
– -$486K -5,475 Closed
BCM
294
Beaumont Capital Management
Massachusetts
– -$461K -5,201 Closed
Marshall Wace
295
Marshall Wace
United Kingdom
– -$371K -4,180 Closed
Citadel Advisors
296
Citadel Advisors
Florida
– -$354K -3,991 Closed
IA
297
IFG Advisory
Georgia
– -$309K -3,480 Closed
HIM
298
Hanlon Investment Management
New Jersey
– -$243K -2,735 Closed
Millennium Management
299
Millennium Management
New York
– -$207K -2,331 Closed
OP
300
ORG Partners
Indiana
– -$5.41K -61 Closed
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