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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
Bank of New York Mellon
276
Bank of New York Mellon
New York
$605K +$142K +1,374 +29%
FFA
277
Farther Finance Advisors
California
$603K -$99K -956 -14%
KIM
278
Kane Investment Management
California
$589K +$619K +5,982 New
BOM
279
Bank of Marin
California
$586K – – –
PWM
280
Perigon Wealth Management
California
$571K +$137K +1,320 +31%
AA
281
Advisory Alpha
Michigan
$566K -$1.55K -15 -0.3%
CIA
282
Concurrent Investment Advisors
Florida
$565K +$594K +5,742 New
AWM
283
AE Wealth Management
Kansas
$560K -$42.2K -408 -7%
GSWM
284
Golden State Wealth Management
California
$555K +$583K +5,631 New
FGA
285
Fortis Group Advisors
New Jersey
$550K -$176K -1,703 -23%
IAG
286
Investmark Advisory Group
Connecticut
$539K – – –
RF
287
Roxbury Financial
New Jersey
$526K +$503K +4,859 New
CFS
288
Compass Financial Services
Iowa
$523K +$550K +5,309 New
TNBTD
289
Trustmark National Bank Trust Department
Mississippi
$518K +$27.1K +262 +5%
S4W
290
Solutions 4 Wealth
Texas
$516K -$10.2K -99 -2%
KWS
291
Keystone Wealth Services
California
$484K -$850K -8,214 -63%
OWM
292
OneAscent Wealth Management
Alabama
$469K +$237K +2,291 +93%
CIA
293
Compass Ion Advisors
Pennsylvania
$463K +$221K +2,139 +84%
NL
294
NWAM LLC
Washington
$447K +$140K +1,352 +42%
HW
295
Hancock Whitney
Mississippi
$444K – – –
O3W
296
Omni 360 Wealth
New Jersey
$441K -$932 -9 -0.2%
CCM
297
Crew Capital Management
Ohio
$431K +$454K +4,381 New
PAS
298
Park Avenue Securities
New York
$430K +$452K +4,367 New
TCWM
299
Total Clarity Wealth Management
Illinois
$425K -$382K -3,694 -46%
HWM
300
HRC Wealth Management
Idaho
$423K +$45.5K +439 +11%
10 11
12
13 14

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.