Invesco S&P MidCap Quality ETF
XMHQ
29 hedge funds and large institutions have $38.1M invested in Invesco S&P MidCap Quality ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
61% more funds holding
Funds holding: 18 → 29 (+11)
54% more capital invested
Capital invested by funds: $24.8M → $38.1M (+$13.3M)
4.65% more ownership
Funds ownership: 58.72% → 63.36% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$3.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.4M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.05M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$773K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$37K |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$11.6K |
| 4 |
CCM
Cribstone Capital Management
Augusta,
Maine
|
-$2K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$55 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $30K | +$29.9K | +542 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | +$55 | +1 | +0.2% |
|
|
TFGT
28
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $11K | +$11K | +200 | New |
|
|
F
29
F3Logic
Burnsville,
Minnesota
| $1.53K | +$1.55K | +28 | New |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$37K | -704 | Closed |
|
|
CCM
31
Cribstone Capital Management
Augusta,
Maine
| – | -$2K | -41 | Closed |
|
XMHQ Hedge Fund Activity: Q3 2020 in Review
29 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2020, worth a combined $38.1M — up 54% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XMHQ positions and 2 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Good Life Advisors, opening a new position worth an estimated $3.11M. The largest seller was Morgan Stanley, cutting an estimated $773K.
- 29 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2020, up from 18 in Q2 2020.
- Funds reported $38.1M of Invesco S&P MidCap Quality ETF stock for Q3 2020, up 54% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2020 and 2 closed out, a net change of +11 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q3 2020 was Good Life Advisors, an estimated $3.11M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q3 2020 was Morgan Stanley, an estimated $773K sold.
Based on aggregated 13F filings for Q3 2020.