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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$21.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$21.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$19M
2
GF
GGM Financials
Ohio
-$14.1M
3
AWM
Avior Wealth Management
Nebraska
-$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.4M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
301
Cary Street Partners
Virginia
$393K +$393K +3,995 New
Millennium Management
302
Millennium Management
New York
$387K +$120K +1,214 +45%
GAA
303
Global Assets Advisory
Florida
$382K +$14.7K +149 +4%
JPMorgan Chase & Co
304
JPMorgan Chase & Co
New York
$382K -$7.4M -75,140 -95%
FF
305
Fairway Financial
Florida
$381K +$381K +3,872 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$380K +$27.8K +280 +8%
SEP
307
Southland Equity Partners
Missouri
$379K +$56.9K +578 +18%
ACM
308
Absolute Capital Management
Pennsylvania
$376K -$11.9K -121 -3%
WA1
309
Wimmer Associates 1
California
$373K – – –
KDA
310
Kraft Davis & Associates
Missouri
$369K – – –
AIC
311
Ayalon Insurance Company
Israel
$367K – – –
WH
312
Willner & Heller
California
$365K -$295 -3 -0.1%
NFP
313
Narus Financial Partners
Utah
$357K +$104K +1,055 +41%
BCM
314
Brookstone Capital Management
Illinois
$357K +$59.8K +607 +20%
SAW
315
Signal Advisors Wealth
Michigan
$355K -$24.8K -252 -7%
NFA
316
Northwest Financial Advisors
Virginia
$354K +$108K +1,093 +44%
DWM
317
Denver Wealth Management
Colorado
$352K -$13.9K -141 -4%
MWM
318
Maripau Wealth Management
Indiana
$349K +$349K +3,548 New
Bank Julius Baer & Co
319
Bank Julius Baer & Co
Switzerland
$344K +$344K +3,163 New
SFA
320
Sequoia Financial Advisors
Ohio
$341K -$985 -10 -0.3%
3F
321
360 Financial
Minnesota
$338K -$88.4K -898 -21%
PCIA
322
Prime Capital Investment Advisors
Kansas
$331K -$6.11K -62 -2%
TI
323
Trexquant Investment
Connecticut
$322K +$7.68K +78 +2%
AA
324
Armis Advisers
Georgia
$309K +$309K +3,143 New
FIA
325
Foundations Investment Advisors
Arizona
$308K -$38.9K -395 -11%
11 12
13
14 15