XMHQ icon

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 %
ZIMP
401
Zimmermann Investment Management & Planning
Pennsylvania
– -$5.98M -58,331 Closed
TI
402
TrueMark Investments
Illinois
– -$2.78M -27,089 Closed
YIH
403
Y-Intercept (HK)
Hong Kong
– -$2.07M -20,212 Closed
TI
404
Tidal Investments
Wisconsin
– -$2.03M -19,815 Closed
CRWM
405
Castle Rock Wealth Management
California
– -$1.64M -16,144 Closed
SWM
406
SFG Wealth Management
Maryland
– -$1.28M -12,435 Closed
FAIM
407
Financial Advocates Investment Management
Washington
– -$1.21M -11,753 Closed
BFWM
408
Bright Futures Wealth Management
New York
– -$846K -8,457 Closed
Jane Street
409
Jane Street
New York
– -$608K -5,927 Closed
FTUS
410
Flow Traders U.S.
New York
– -$586K -5,711 Closed
BC
411
Belmont Capital
California
– -$532K -5,188 Closed
ARC
412
Advisor Resource Council
Texas
– -$405K -3,951 Closed
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
– -$375K -3,680 Closed
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
– -$373K -3,637 Closed
Belvedere Trading
415
Belvedere Trading
Illinois
– -$287K -2,794 Closed
PSCM
416
Per Stirling Capital Management
Texas
– -$280K -2,729 Closed
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
– -$131K -1,286 Closed
GWS
418
Glassman Wealth Services
Virginia
– -$65.1K -635 Closed
APC
419
Aspire Private Capital
North Carolina
– -$41.3K -403 Closed
NS
420
NBC Securities
Alabama
– -$31K -306 Closed
ACM
421
Anfield Capital Management
California
– -$24.5K -239 Closed
LWCFA
422
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$21.3K -210 Closed
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$14.7K -143 Closed
OC
424
Oarsman Capital
Wisconsin
– -$6.67K -65 Closed
Fifth Third Bancorp
425
Fifth Third Bancorp
Ohio
– -$4.62K -45 Closed
14 15 16
17
18