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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
TI
276
Trexquant Investment
Connecticut
$328K -$738K -7,449 -70%
NL
277
NWAM LLC
Washington
$326K +$315K +3,183 New
JIC
278
Johnson Investment Counsel
Ohio
$315K +$305K +3,075 New
BCM
279
Brookstone Capital Management
Illinois
$309K +$299K +3,015 New
MFWP
280
Mosaic Family Wealth Partners
Missouri
$309K +$16.3K +165 +6%
MFS
281
Madrona Financial Services
Washington
$307K +$297K +2,996 New
Koshinski Asset Management
282
Koshinski Asset Management
Illinois
$298K
BCA
283
Bay Colony Advisors
Massachusetts
$293K +$47.6K +481 +20%
Belvedere Trading
284
Belvedere Trading
Illinois
$287K +$277K +2,794 New
PSCM
285
Per Stirling Capital Management
Texas
$280K -$1.31M -13,185 -83%
Millennium Management
286
Millennium Management
New York
$279K -$1.19M -12,037 -82%
Brown Advisory
287
Brown Advisory
Maryland
$265K +$256K +2,580 New
NFP
288
Narus Financial Partners
Utah
$264K +$255K +2,575 New
CIA
289
Compass Ion Advisors
Pennsylvania
$263K +$253K +2,559 New
NFA
290
Northwest Financial Advisors
Virginia
$257K +$7.92K +80 +3%
OWM
291
OneAscent Wealth Management
Alabama
$254K +$245K +2,474 New
CA
292
Continuum Advisory
Idaho
$246K +$34.4K +347 +17%
MGIA
293
Moneta Group Investment Advisors
Missouri
$240K +$231K +2,336 New
Cerity Partners
294
Cerity Partners
New York
$234K +$226K +2,284 New
RJT
295
Raymond James Trust
Florida
$226K +$218K +2,204 New
CWM
296
Chemistry Wealth Management
New York
$220K +$213K +2,146 New
CC
297
Capstone Capital
Nevada
$218K +$211K +2,130 New
PBO
298
Peoples Bank (Ohio)
Ohio
$213K -$62.1K -627 -23%
AFG
299
Atomi Financial Group
New York
$212K +$205K +2,066 New
BFO
300
Biltmore Family Office
North Carolina
$210K +$203K +2,045 New

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.