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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
TLA
326
Tanglewood Legacy Advisors
Texas
$20.5K
PBK
327
Peoples Bank (Kansas)
Kansas
$20.4K
APCM
328
Alaska Permanent Capital Management
Alaska
$20.3K -$14.3M -144,766 -100%
SIS
329
Sound Income Strategies
Florida
$19.5K -$183K -1,845 -91%
PNC Financial Services Group
330
PNC Financial Services Group
Pennsylvania
$18.1K -$9.41K -95 -35%
CJ
331
Caitlin John
Michigan
$17.9K
JFGIW
332
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7K +$14.2K +143 New
HNB
333
Huntington National Bank
Ohio
$14K
SIC
334
Salem Investment Counselors
North Carolina
$14K
CAM
335
Costello Asset Management
Pennsylvania
$12.8K -$7.43K -75 -38%
AFWM
336
Abich Financial Wealth Management
Virginia
$12.3K +$11.9K +120 New
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.2K
TSMHT
338
Thurston Springer Miller Herd & Titak
Indiana
$9.74K -$518K -5,230 -98%
AAG
339
Armstrong Advisory Group
Massachusetts
$7.1K
OC
340
Oarsman Capital
Wisconsin
$6.67K +$6.44K +65 New
WAS
341
Winch Advisory Services
Wisconsin
$5.54K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$4.62K +$4.46K +45 New
CJH
343
Christopher J. Hasenberg
Wisconsin
$3.25K -$57K -576 -95%
Russell Investments Group
344
Russell Investments Group
United Kingdom
$2.05K -$3.66K -37 -65%
AWM
345
Abound Wealth Management
Tennessee
$1.08K +$990 +10 New
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$1.03K +$990 +10 New
Citigroup
347
Citigroup
New York
$308 +$297 +3 New
IWP
348
IAG Wealth Partners
Wisconsin
$10
1832 Asset Management
349
1832 Asset Management
Ontario, Canada
-$56.6M -583,201 Closed
MIH
350
Meitav Investment House
Israel
-$24.3M -250,000 Closed

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.