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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$152K -$21.4K -207 -12%
MAS
352
MPWM Advisory Solutions
Georgia
$138K +$145K +1,401 New
EWA
353
EverSource Wealth Advisors
Alabama
$132K +$138K +1,336 New
IA
354
IFP Advisors
Florida
$130K +$7.87K +76 +6%
SIM
355
Synergy Investment Management
Florida
$130K +$136K +1,318 New
WIM
356
Westside Investment Management
California
$120K – – –
HWA
357
HHM Wealth Advisors
Tennessee
$86.8K -$4.45K -43 -5%
PB
358
Pinnacle Bancorp
Nebraska
$78.8K +$82.8K +800 New
MCM
359
MidAtlantic Capital Management
Virginia
$74.1K – – –
FNWA
360
Financial Network Wealth Advisors
Utah
$67.3K -$39.4K -381 -36%
CIA
361
Cape Investment Advisory
Georgia
$54.1K +$1.97K +19 +4%
Simplex Trading
362
Simplex Trading
Illinois
$53K +$56.5K +546 New
Bessemer Group
363
Bessemer Group
New Jersey
$47K – – –
SWM
364
Spire Wealth Management
Virginia
$41K +$4.66K +45 +12%
CA
365
CoreCap Advisors
Michigan
$38.1K -$22.2K -214 -36%
NWM
366
Nova Wealth Management
Florida
$32.3K +$34K +328 New
CAL
367
Capital Analysts LLC
Pennsylvania
$31K +$2.59K +25 +9%
OC
368
Oakworth Capital
Alabama
$28.4K +$29.8K +288 New
BA
369
Bellwether Advisors
Nebraska
$28.2K +$29.6K +286 New
CAL
370
Capital Advisors Ltd
Ohio
$27K – – –
MSWA
371
Marshall & Sterling Wealth Advisors
New York
$25.9K +$27.3K +264 New
FWM
372
FLP Wealth Management
Arkansas
$24.2K +$25.5K +246 New
LFG
373
Larson Financial Group
Missouri
$21.5K – – –
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$20.7K +$21.7K +210 New
TFGT
375
TS Financial Group (TSFG)
Illinois
$20K – – –
13 14
15
16 17

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.