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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$180K +$132K +1,334 +318%
GWM
302
Geneos Wealth Management
Colorado
$174K +$9.9K +100 +6%
OA
303
Operose Advisors
Wisconsin
$172K
PTC
304
Private Trust Company
Ohio
$136K +$22.1K +223 +20%
HGERS
305
Householder Group Estate & Retirement Specialist
Arizona
$131K +$2.97K +30 +2%
IA
306
IFP Advisors
Florida
$128K +$15.6K +158 +15%
WIM
307
Westside Investment Management
California
$122K
FNWA
308
Financial Network Wealth Advisors
Utah
$109K +$19.1K +193 +22%
HWA
309
HHM Wealth Advisors
Tennessee
$94.9K +$91.6K +925 New
AA
310
Ancora Advisors
Ohio
$86.2K
MCM
311
MidAtlantic Capital Management
Virginia
$77.2K
GWS
312
Glassman Wealth Services
Virginia
$65.1K +$4.66K +47 +8%
AEPWM
313
Atlantic Edge Private Wealth Management
Florida
$64.6K +$62.4K +630 New
CA
314
CoreCap Advisors
Michigan
$61.7K +$17K +172 +40%
CIA
315
Cape Investment Advisory
Georgia
$54.4K +$15K +151 +40%
Bessemer Group
316
Bessemer Group
New Jersey
$49K
APC
317
Aspire Private Capital
North Carolina
$41.3K +$20.9K +211 +110%
SWM
318
Spire Wealth Management
Virginia
$38.1K +$36.7K +371 New
NS
319
NBC Securities
Alabama
$31K +$30.3K +306 New
CAL
320
Capital Analysts LLC
Pennsylvania
$30K -$972K -9,818 -97%
CAL
321
Capital Advisors Ltd
Ohio
$28K -$119K -1,205 -81%
ACM
322
Anfield Capital Management
California
$24.5K +$23.7K +239 New
LFG
323
Larson Financial Group
Missouri
$22.4K -$111K -1,120 -84%
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.3K +$20.8K +210 New
TFGT
325
TS Financial Group (TSFG)
Illinois
$21K

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.