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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
Russell Investments Group
401
Russell Investments Group
United Kingdom
$1.97K – – –
AWM
402
Abound Wealth Management
Tennessee
$1.03K – – –
KIM
403
Kestra Investment Management
Texas
$788 +$828 +8 New
ZIMP
404
Zimmermann Investment Management & Planning
Pennsylvania
– -$5.98M -58,331 Closed
TI
405
TrueMark Investments
Illinois
– -$2.78M -27,089 Closed
YIH
406
Y-Intercept (HK)
Hong Kong
– -$2.07M -20,212 Closed
TI
407
Tidal Investments
Wisconsin
– -$2.03M -19,815 Closed
CRWM
408
Castle Rock Wealth Management
California
– -$1.64M -16,144 Closed
SWM
409
SFG Wealth Management
Maryland
– -$1.28M -12,435 Closed
FAIM
410
Financial Advocates Investment Management
Washington
– -$1.21M -11,753 Closed
BFWM
411
Bright Futures Wealth Management
New York
– -$846K -8,457 Closed
Jane Street
412
Jane Street
New York
– -$608K -5,927 Closed
FTUS
413
Flow Traders U.S.
New York
– -$586K -5,711 Closed
BC
414
Belmont Capital
California
– -$532K -5,188 Closed
ARC
415
Advisor Resource Council
Texas
– -$405K -3,951 Closed
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
– -$375K -3,680 Closed
CSPIA
417
Cary Street Partners Investment Advisory
Virginia
– -$373K -3,637 Closed
Belvedere Trading
418
Belvedere Trading
Illinois
– -$287K -2,794 Closed
PSCM
419
Per Stirling Capital Management
Texas
– -$280K -2,729 Closed
HGERS
420
Householder Group Estate & Retirement Specialist
Arizona
– -$131K -1,286 Closed
GWS
421
Glassman Wealth Services
Virginia
– -$65.1K -635 Closed
APC
422
Aspire Private Capital
North Carolina
– -$41.3K -403 Closed
NS
423
NBC Securities
Alabama
– -$31K -306 Closed
ACM
424
Anfield Capital Management
California
– -$24.5K -239 Closed
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$21.3K -210 Closed
14 15 16
17
18

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.