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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 %
IA
351
IFP Advisors
Florida
$130K +$7.49K +76 +6%
SIM
352
Synergy Investment Management
Florida
$130K +$130K +1,318 New
WIM
353
Westside Investment Management
California
$120K – – –
HWA
354
HHM Wealth Advisors
Tennessee
$86.8K -$4.23K -43 -5%
PB
355
Pinnacle Bancorp
Nebraska
$78.8K +$78.8K +800 New
MCM
356
MidAtlantic Capital Management
Virginia
$74.1K – – –
FNWA
357
Financial Network Wealth Advisors
Utah
$67.3K -$37.5K -381 -36%
CIA
358
Cape Investment Advisory
Georgia
$54.1K +$1.87K +19 +4%
Simplex Trading
359
Simplex Trading
Illinois
$53K +$53K +546 New
Bessemer Group
360
Bessemer Group
New Jersey
$47K – – –
SWM
361
Spire Wealth Management
Virginia
$41K +$4.43K +45 +12%
CA
362
CoreCap Advisors
Michigan
$38.1K -$21.1K -214 -36%
NWM
363
Nova Wealth Management
Florida
$32.3K +$32.3K +328 New
CAL
364
Capital Analysts LLC
Pennsylvania
$31K +$2.44K +25 +9%
OC
365
Oakworth Capital
Alabama
$28.4K +$28.4K +288 New
BA
366
Bellwether Advisors
Nebraska
$28.2K +$28.2K +286 New
CAL
367
Capital Advisors Ltd
Ohio
$27K – – –
MSWA
368
Marshall & Sterling Wealth Advisors
New York
$25.9K +$25.9K +264 New
FWM
369
FLP Wealth Management
Arkansas
$24.2K +$24.2K +246 New
LFG
370
Larson Financial Group
Missouri
$21.5K – – –
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$20.7K +$20.7K +210 New
TFGT
372
TS Financial Group (TSFG)
Illinois
$20K – – –
TLA
373
Tanglewood Legacy Advisors
Texas
$19.7K – – –
PBK
374
Peoples Bank (Kansas)
Kansas
$19.6K – – –
APCM
375
Alaska Permanent Capital Management
Alaska
$19.5K – – –
13 14
15
16 17