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.
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%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$39.5M |
| 2 |
Morgan Stanley
New York
|
+$24.5M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$23M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$22.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$17.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
426
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$14.7K | -143 | Closed |
|
|
OC
427
Oarsman Capital
Milwaukee,
Wisconsin
| – | -$6.67K | -65 | Closed |
|
428
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4.62K | -45 | Closed |
|
|
CJH
429
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| – | -$3.25K | -32 | Closed |
|
430
Citigroup
New York
| – | -$308 | -3 | Closed |
|
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.