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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 %
MFWP
326
Mosaic Family Wealth Partners
Missouri
$304K +$7.78K +79 +3%
AFG
327
Atomi Financial Group
New York
$303K +$100K +1,016 +49%
SG
328
StoneX Group
New York
$303K +$303K +3,076 New
GGS
329
Galvin Gaustad & Stein
Arizona
$295K +$295K +3,000 New
BCA
330
Bay Colony Advisors
Massachusetts
$290K +$7.88K +80 +3%
SB
331
Strategic Blueprint
Georgia
$276K +$276K +2,807 New
FPAS
332
Focus Partners Advisor Solutions
Missouri
$254K +$254K +2,579 New
AFO
333
Allie Family Office
Florida
$252K +$252K +2,561 New
CA
334
Continuum Advisory
Idaho
$247K +$13.3K +135 +6%
Cerity Partners
335
Cerity Partners
New York
$243K +$8.6K +84 +4%
MGIA
336
Moneta Group Investment Advisors
Missouri
$237K +$7.39K +75 +3%
PBO
337
Peoples Bank (Ohio)
Ohio
$234K +$29.4K +299 +14%
SPWM
338
Schrum Private Wealth Management
Florida
$226K -$226K -2,300 -50%
CWS
339
Confluence Wealth Services
Pennsylvania
$221K -$673K -6,470 -75%
SS
340
Sunbelt Securities
Texas
$220K +$220K +2,226 New
CWM
341
Chemistry Wealth Management
New York
$211K – – –
CC
342
Capstone Capital
Nevada
$210K – – –
AG
343
AmeriFlex Group
Nevada
$198K +$198K +1,960 New
OA
344
Operose Advisors
Wisconsin
$165K – – –
PTC
345
Private Trust Company
Ohio
$164K +$34K +345 +26%
RMP
346
Richards, Merrill & Peterson
Washington
$158K +$158K +1,604 New
GWM
347
Geneos Wealth Management
Colorado
$153K -$13.8K -140 -8%
AssetMark Inc
348
AssetMark Inc
California
$152K -$20.4K -207 -12%
MAS
349
MPWM Advisory Solutions
Georgia
$138K +$138K +1,401 New
EWA
350
EverSource Wealth Advisors
Alabama
$132K +$132K +1,336 New
12 13
14
15 16