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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
$447M
2
AAS
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
Orion Portfolio Solutions
Nebraska
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
301
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K – – –
RIA
302
Realta Investment Advisors
Delaware
$9.7K +$9.7K +100 New
PAI
303
Pittenger & Anderson Inc
Nebraska
$7.18K +$7.18K +74 New
AAG
304
Armstrong Advisory Group
Massachusetts
$6.7K +$6.7K +69 New
Russell Investments Group
305
Russell Investments Group
United Kingdom
$5.49K +$5.49K +57 New
WAS
306
Winch Advisory Services
Wisconsin
$5.24K +$5.24K +54 New
FHC
307
First Heartland Consultants
Missouri
$4.87K +$1.27K +13,109 +35%
DWM
308
Dogwood Wealth Management
Kansas
$1.32K +$1.32K +14 New
FIM
309
FWL Investment Management
Texas
$970 +$970 +10 New
PMFA
310
Plante Moran Financial Advisors
Michigan
$582 +$582 +6 New
KFS
311
Kelly Financial Services
Massachusetts
$4 -$293K -2,662 Closed
CCMG
312
Clark Capital Management Group
Pennsylvania
– -$43.8M -398,396 Closed
GAA
313
Global Assets Advisory
Florida
– -$3.47M -380,575 Closed
Jane Street
314
Jane Street
New York
– -$5.92M -53,764 Closed
EE
315
EWG Elevate
California
– -$5.7M -51,782 Closed
CBFP
316
Cedar Brook Financial Partners
Ohio
– -$3.83M -34,838 Closed
FCM
317
Firestone Capital Management
Florida
– -$2.17M -19,738 Closed
SWM
318
SigFig Wealth Management
California
– -$1.74M -15,834 Closed
CWA
319
Centennial Wealth Advisory
Michigan
– -$1.54M -14,025 Closed
Prudential Financial
320
Prudential Financial
New Jersey
– -$1.07M -9,688 Closed
SAW
321
Signal Advisors Wealth
Michigan
– -$867K -7,878 Closed
PAS
322
Park Avenue Securities
New York
– -$492K -4,471 Closed
LNC
323
Lincoln National Corp
Pennsylvania
– -$465K -4,225 Closed
AFG
324
Atomi Financial Group
New York
– -$291K -2,648 Closed
NL
325
NWAM LLC
Washington
– -$232K -2,169 Closed
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13
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