Invesco S&P MidCap Quality ETF
XMHQ
287 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 47 reducing their positions, and 15 closing their positions.
513% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 15
181% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 47
87% more funds holding in top 10
Funds holding in top 10: 15 → 28 (+13)
70% more capital invested
Capital invested by funds: $1.88B → $3.21B (+$1.32B)
35% more funds holding
Funds holding: 212 → 287 (+75)
0.49% less ownership
Funds ownership: 73.31% → 72.82% (-0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$102M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$74.8M |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$64.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$63.5M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$78M |
| 2 |
AssetMark Inc
Concord,
California
|
-$46.8M |
| 3 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$14.9M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$4.51M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.46M |
XMHQ Hedge Fund Activity: Q1 2024 in Review
287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.21B — up 70% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 132 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $78M.
- 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
- Funds reported $3.21B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 70% quarter-over-quarter.
- 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $78M sold.
Based on aggregated 13F filings for Q1 2024.