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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$21.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$21.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$19M
2
GF
GGM Financials
Ohio
-$14.1M
3
AWM
Avior Wealth Management
Nebraska
-$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.4M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOM
276
Bank of Marin
California
$586K – – –
PWM
277
Perigon Wealth Management
California
$571K +$135K +1,320 +31%
AA
278
Advisory Alpha
Michigan
$566K -$1.48K -15 -0.3%
CIA
279
Concurrent Investment Advisors
Florida
$565K +$565K +5,742 New
AWM
280
AE Wealth Management
Kansas
$560K -$40.2K -408 -7%
GSWM
281
Golden State Wealth Management
California
$555K +$555K +5,631 New
FGA
282
Fortis Group Advisors
New Jersey
$550K -$168K -1,703 -23%
IAG
283
Investmark Advisory Group
Connecticut
$539K – – –
RF
284
Roxbury Financial
New Jersey
$526K +$526K +4,859 New
CFS
285
Compass Financial Services
Iowa
$523K +$523K +5,309 New
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$518K +$25.8K +262 +5%
S4W
287
Solutions 4 Wealth
Texas
$516K -$9.75K -99 -2%
KWS
288
Keystone Wealth Services
California
$484K -$809K -8,214 -63%
OWM
289
OneAscent Wealth Management
Alabama
$469K +$225K +2,291 +93%
CIA
290
Compass Ion Advisors
Pennsylvania
$463K +$211K +2,139 +84%
NL
291
NWAM LLC
Washington
$447K +$133K +1,352 +42%
HW
292
Hancock Whitney
Mississippi
$444K – – –
O3W
293
Omni 360 Wealth
New Jersey
$441K -$886 -9 -0.2%
CCM
294
Crew Capital Management
Ohio
$431K +$431K +4,381 New
PAS
295
Park Avenue Securities
New York
$430K +$430K +4,367 New
TCWM
296
Total Clarity Wealth Management
Illinois
$425K -$364K -3,694 -46%
HWM
297
HRC Wealth Management
Idaho
$423K +$43.2K +439 +11%
JIC
298
Johnson Investment Counsel
Ohio
$401K +$98.5K +1,000 +33%
LSAG
299
Lake Street Advisors Group
New Hampshire
$400K +$28.1K +285 +8%
DADC
300
D.A. Davidson & Co
Montana
$397K +$397K +4,031 New
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12
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