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Invesco S&P MidCap Quality ETF

344 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 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
276
NWAM LLC
Washington
$326K +$326K +3,183 New
JIC
277
Johnson Investment Counsel
Ohio
$315K +$315K +3,075 New
BCM
278
Brookstone Capital Management
Illinois
$309K +$309K +3,015 New
MFWP
279
Mosaic Family Wealth Partners
Missouri
$309K +$16.9K +165 +6%
MFS
280
Madrona Financial Services
Washington
$307K +$307K +2,996 New
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$298K
BCA
282
Bay Colony Advisors
Massachusetts
$293K +$49.3K +481 +20%
Belvedere Trading
283
Belvedere Trading
Illinois
$287K +$287K +2,794 New
PSCM
284
Per Stirling Capital Management
Texas
$280K -$1.35M -13,185 -83%
Millennium Management
285
Millennium Management
New York
$279K -$1.23M -12,037 -82%
Brown Advisory
286
Brown Advisory
Maryland
$265K +$265K +2,580 New
NFP
287
Narus Financial Partners
Utah
$264K +$264K +2,575 New
CIA
288
Compass Ion Advisors
Pennsylvania
$263K +$263K +2,559 New
NFA
289
Northwest Financial Advisors
Virginia
$257K +$8.21K +80 +3%
OWM
290
OneAscent Wealth Management
Alabama
$254K +$254K +2,474 New
CA
291
Continuum Advisory
Idaho
$246K +$36K +347 +17%
MGIA
292
Moneta Group Investment Advisors
Missouri
$240K +$240K +2,336 New
Cerity Partners
293
Cerity Partners
New York
$234K +$234K +2,284 New
RJT
294
Raymond James Trust
Florida
$226K +$226K +2,204 New
CWM
295
Chemistry Wealth Management
New York
$220K +$220K +2,146 New
CC
296
Capstone Capital
Nevada
$218K +$218K +2,130 New
PBO
297
Peoples Bank (Ohio)
Ohio
$213K -$64.3K -627 -23%
AFG
298
Atomi Financial Group
New York
$212K +$212K +2,066 New
BFO
299
Biltmore Family Office
North Carolina
$210K +$210K +2,045 New
AssetMark Inc
300
AssetMark Inc
California
$180K +$137K +1,334 +318%