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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
$447M
2
AAS
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
Orion Portfolio Solutions
Nebraska
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
276
Householder Group Estate & Retirement Specialist
Arizona
$121K +$48.5K +503 +67%
WIM
277
Westside Investment Management
California
$119K +$7.96K +82 +7%
PTC
278
Private Trust Company
Ohio
$107K +$31.9K +329 +43%
IA
279
IFP Advisors
Florida
$106K -$328K -3,374 -76%
FNWA
280
Financial Network Wealth Advisors
Utah
$84.5K +$84.5K +871 New
AA
281
Ancora Advisors
Ohio
$81.5K – – –
MCM
282
MidAtlantic Capital Management
Virginia
$73.1K -$4.56K -47 -6%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$69K +$11.6K +120 +20%
CJH
284
Christopher J. Hasenberg
Wisconsin
$59K -$14.9M -153,960 -100%
GWS
285
Glassman Wealth Services
Virginia
$57.1K +$7.57K +78 +15%
IAIM
286
International Assets Investment Management
Florida
$53.7K +$53.7K +553 New
Bessemer Group
287
Bessemer Group
New Jersey
$46K +$46K +475 New
CA
288
CoreCap Advisors
Michigan
$41.6K -$3.01K -31 -7%
AssetMark Inc
289
AssetMark Inc
California
$40.7K -$4.46K -46 -10%
CIA
290
Cape Investment Advisory
Georgia
$36.8K +$8.54K +88 +30%
FLPIM
291
F.L. Putnam Investment Management
Massachusetts
$34.3K +$34.3K +354 New
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$26.4K +$6.4K +66 +32%
TLA
293
Tanglewood Legacy Advisors
Texas
$19.4K – – –
CAM
294
Costello Asset Management
Pennsylvania
$19.4K – – –
PBK
295
Peoples Bank (Kansas)
Kansas
$19.3K – – –
TFGT
296
TS Financial Group (TSFG)
Illinois
$19K – – –
APC
297
Aspire Private Capital
North Carolina
$18.6K +$3.78K +39 +25%
CJ
298
Caitlin John
Michigan
$16.6K – – –
ACA
299
Aptus Capital Advisors
Alabama
$16.1K -$2.14K -22 -12%
SIC
300
Salem Investment Counselors
North Carolina
$13.2K – – –
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12
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