Invesco S&P MidCap Quality ETF
XMHQ
36 hedge funds and large institutions have $65.3M invested in Invesco S&P MidCap Quality ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
71% more capital invested
Capital invested by funds: $38.1M → $65.3M (+$27.2M)
24% more funds holding
Funds holding: 29 → 36 (+7)
1.41% more ownership
Funds ownership: 63.36% → 64.77% (+1.4%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.39M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$525K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$391K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$18.4K |
| 5 |
F
F3Logic
Burnsville,
Minnesota
|
-$1.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $283K | +$261K | +4,217 | New |
|
|
CWM
27
Cornerstone Wealth Management
St. Peters,
Missouri
| $250K | – | – | – |
|
|
FHA
28
Flagship Harbor Advisors
Boston,
Massachusetts
| $230K | +$162K | +2,612 | +321% |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $120K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $50K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $36K | – | – | – |
|
|
CWP
32
Concord Wealth Partners
Abingdon,
Virginia
| $36K | +$32.9K | +531 | New |
|
|
NFSG
33
Newbridge Financial Services Group
Boca Raton,
Florida
| $32K | +$29.4K | +475 | New |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $31K | – | – | – |
|
|
TFGT
35
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $13K | – | – | – |
|
|
APWA
36
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $13K | +$12.4K | +200 | New |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$1.39M | -25,368 | Closed |
|
|
F
38
F3Logic
Burnsville,
Minnesota
| – | -$1.53K | -28 | Closed |
|
XMHQ Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2020, worth a combined $65.3M — up 71% from $38.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XMHQ positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $7.26M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.
- 36 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $65.3M of Invesco S&P MidCap Quality ETF stock for Q4 2020, up 71% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q4 2020 was Great Valley Advisor Group, an estimated $7.26M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2020.