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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
AWP
351
Avid Wealth Partners
Texas
-$5.21M -53,691 Closed
OCM
352
One Capital Management
California
-$4.31M -44,420 Closed
Susquehanna International Group
353
Susquehanna International Group
Pennsylvania
-$2.61M -26,852 Closed
DWM
354
Dechtman Wealth Management
Colorado
-$1.94M -19,985 Closed
FEM
355
Fulcrum Equity Management
Texas
-$1.12M -11,542 Closed
BRWA
356
B. Riley Wealth Advisors
Florida
-$832K -8,575 Closed
LWM
357
Lionsbridge Wealth Management
Florida
-$806K -8,309 Closed
Goldman Sachs
358
Goldman Sachs
New York
-$793K -8,170 Closed
MWM
359
Maripau Wealth Management
Indiana
-$399K -4,110 Closed
BAMG
360
Brand Asset Management Group
Missouri
-$289K -2,974 Closed
LCGC
361
Legacy Capital Group California
California
-$261K -2,690 Closed
MG
362
Mather Group
Illinois
-$125K -1,136 Closed
IAIM
363
International Assets Investment Management
Florida
-$53.7K -553 Closed
FLPIM
364
F.L. Putnam Investment Management
Massachusetts
-$34.3K -354 Closed
ACA
365
Aptus Capital Advisors
Alabama
-$16.1K -166 Closed
RIA
366
Realta Investment Advisors
Delaware
-$9.7K -100 Closed
PAI
367
Pittenger & Anderson Inc
Nebraska
-$7.18K -74 Closed
DWM
368
Dogwood Wealth Management
Kansas
-$1.32K -14 Closed
FIM
369
FWL Investment Management
Texas
-$970 -10 Closed
PMFA
370
Plante Moran Financial Advisors
Michigan
-$582 -6 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.