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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 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 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
Morgan Stanley
New York
$199M
5
HighTower Advisors
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
MIH
Meitav Investment House
Israel
$0
3
APCM
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
Avior Wealth Management
Nebraska
$16.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$174K +$10.3K +100 +6%
OA
302
Operose Advisors
Wisconsin
$172K – – –
PTC
303
Private Trust Company
Ohio
$136K +$22.9K +223 +20%
HGERS
304
Householder Group Estate & Retirement Specialist
Arizona
$131K +$3.06K +30 +2%
IA
305
IFP Advisors
Florida
$128K +$16.2K +158 +15%
WIM
306
Westside Investment Management
California
$122K – – –
FNWA
307
Financial Network Wealth Advisors
Utah
$109K +$19.8K +193 +22%
HWA
308
HHM Wealth Advisors
Tennessee
$94.9K +$94.9K +925 New
AA
309
Ancora Advisors
Ohio
$86.2K – – –
MCM
310
MidAtlantic Capital Management
Virginia
$77.2K – – –
GWS
311
Glassman Wealth Services
Virginia
$65.1K +$4.82K +47 +8%
AEPWM
312
Atlantic Edge Private Wealth Management
Florida
$64.6K +$64.6K +630 New
CA
313
CoreCap Advisors
Michigan
$61.7K +$17.6K +172 +40%
CIA
314
Cape Investment Advisory
Georgia
$54.4K +$15.5K +151 +40%
Bessemer Group
315
Bessemer Group
New Jersey
$49K – – –
APC
316
Aspire Private Capital
North Carolina
$41.3K +$21.6K +211 +110%
SWM
317
Spire Wealth Management
Virginia
$38.1K +$38.1K +371 New
NS
318
NBC Securities
Alabama
$31K +$31K +306 New
CAL
319
Capital Analysts LLC
Pennsylvania
$30K -$1.01M -9,818 -97%
CAL
320
Capital Advisors Ltd
Ohio
$28K -$122K -1,205 -81%
ACM
321
Anfield Capital Management
California
$24.5K +$24.5K +239 New
LFG
322
Larson Financial Group
Missouri
$22.4K -$115K -1,120 -84%
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.3K +$21.3K +210 New
TFGT
324
TS Financial Group (TSFG)
Illinois
$21K – – –
TLA
325
Tanglewood Legacy Advisors
Texas
$20.5K – – –
11 12
13
14 15