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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
301
Johnson Investment Counsel
Ohio
$401K +$104K +1,000 +33%
LSAG
302
Lake Street Advisors Group
New Hampshire
$400K +$29.5K +285 +8%
DADC
303
D.A. Davidson & Co
Montana
$397K +$417K +4,031 New
CSP
304
Cary Street Partners
Virginia
$393K +$414K +3,995 New
Millennium Management
305
Millennium Management
New York
$387K +$126K +1,214 +45%
GAA
306
Global Assets Advisory
Florida
$382K +$15.4K +149 +4%
JP Morgan Chase
307
JP Morgan Chase
New York
$382K -$7.78M -75,140 -95%
FF
308
Fairway Financial
Florida
$381K +$401K +3,872 New
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$380K +$29K +280 +8%
SEP
310
Southland Equity Partners
Missouri
$379K +$59.8K +578 +18%
ACM
311
Absolute Capital Management
Pennsylvania
$376K -$12.5K -121 -3%
WA1
312
Wimmer Associates 1
California
$373K – – –
KDA
313
Kraft Davis & Associates
Missouri
$369K – – –
AIC
314
Ayalon Insurance Company
Israel
$367K – – –
WH
315
Willner & Heller
California
$365K -$311 -3 -0.1%
NFP
316
Narus Financial Partners
Utah
$357K +$109K +1,055 +41%
BCM
317
Brookstone Capital Management
Illinois
$357K +$62.8K +607 +20%
SAW
318
Signal Advisors Wealth
Michigan
$355K -$26.1K -252 -7%
NFA
319
Northwest Financial Advisors
Virginia
$354K +$113K +1,093 +44%
DWM
320
Denver Wealth Management
Colorado
$352K -$14.6K -141 -4%
MWM
321
Maripau Wealth Management
Indiana
$349K +$367K +3,548 New
Bank Julius Baer & Co
322
Bank Julius Baer & Co
Switzerland
$344K +$327K +3,163 New
SFA
323
Sequoia Financial Advisors
Ohio
$341K -$1.03K -10 -0.3%
3F
324
360 Financial
Minnesota
$338K -$93K -898 -21%
PCIA
325
Prime Capital Investment Advisors
Kansas
$331K -$6.42K -62 -2%
11 12
13
14 15

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.