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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 %
SIS
376
Sound Income Strategies
Florida
$18.7K – – –
CJ
377
Caitlin John
Michigan
$16.8K – – –
TSMHT
378
Thurston Springer Miller Herd & Titak
Indiana
$16.7K +$7.39K +75 +79%
Qube Research & Technologies (QRT)
379
Qube Research & Technologies (QRT)
United Kingdom
$13.5K -$620K -6,297 -98%
SIC
380
Salem Investment Counselors
North Carolina
$13.4K – – –
CAM
381
Costello Asset Management
Pennsylvania
$11.8K -$492 -5 -4%
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K – – –
GEA
383
Glen Eagle Advisors
New Jersey
$10.8K +$10.8K +110 New
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$9.44K -$7.96K -81 -46%
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$9.16K +$8.17K +83 +830%
AA
386
Ancora Advisors
Ohio
$9.06K -$73.7K -748 -89%
CFB
387
Cullen/Frost Bankers
Texas
$9.06K +$9.06K +92 New
AAG
388
Armstrong Advisory Group
Massachusetts
$6.83K – – –
NWMP
389
Noble Wealth Management PBC
Colorado
$5.81K +$5.81K +59 New
S
390
SignatureFD
Georgia
$5.51K +$5.51K +56 New
WWM
391
Wagner Wealth Management
South Carolina
$5.42K +$5.42K +55 New
WAS
392
Winch Advisory Services
Wisconsin
$5.32K – – –
AF
393
Allworth Financial
California
$4.78K +$4.78K +46 New
AIM
394
Anchor Investment Management
South Carolina
$4.43K +$4.43K +45 New
SAM
395
Smartleaf Asset Management
Massachusetts
$3.65K +$3.65K +37 New
NWWA
396
New Wave Wealth Advisors
Arkansas
$2.95K +$2.95K +30 New
SFC
397
SYM Financial Corp
Indiana
$2.27K +$2.27K +23 New
Russell Investments Group
398
Russell Investments Group
United Kingdom
$1.97K – – –
AWM
399
Abound Wealth Management
Tennessee
$1.03K – – –
KIM
400
Kestra Investment Management
Texas
$788 +$788 +8 New
14 15
16
17 18