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Invesco S&P MidCap Quality ETF
XMHQ

55 hedge funds and large institutions have $126M invested in Invesco S&P MidCap Quality ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

93% more capital invested

Capital invested by funds: $65.3M → $126M (+$60.8M)

53% more funds holding

Funds holding: 36 → 55 (+19)

0.42% less ownership

Funds ownership: 64.77% → 64.35% (-0.42%)

Holders
55
Holders Change
+19
Holders Change %
+52.78%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
24
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.36M
4
LPL Financial
LPL Financial
California
+$3.9M
5
NA
NewEdge Advisors
Louisiana
+$3.58M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$2.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$991K
3
VWA
V Wealth Advisors
Kansas
-$550K
4
CAL
Capital Advisors Ltd
Ohio
-$211K
5
UWPG
Ullmann Wealth Partners Group
Florida
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$919K +$538K +7,372 +157%
VWA
27
V Wealth Advisors
Kansas
$755K -$550K -7,532 -43%
FTUS
28
Flow Traders U.S.
New York
$743K +$713K +9,762 New
KM
29
Kalos Management
Georgia
$692K +$640K +8,767 New
NFSG
30
Newbridge Financial Services Group
Florida
$672K +$610K +8,355 +1,759%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$608K +$584K +8,000 New
Wells Fargo
32
Wells Fargo
California
$563K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$546K +$216K +2,953 +70%
SWM
34
Spire Wealth Management
Virginia
$495K +$475K +6,506 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$447K +$428K +5,867 New
UWPG
36
Ullmann Wealth Partners Group
Florida
$431K -$10.6K -145 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$373K -$991K -13,573 -73%
LWAC
38
Laurel Wealth Advisors (California)
California
$319K +$306K +4,186 New
PAG
39
Private Advisor Group
New Jersey
$291K +$279K +3,818 New
CWM
40
Cornerstone Wealth Management
Missouri
$284K – – –
RG
41
Retirement Group
California
$140K +$134K +1,840 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$136K – – –
CAL
43
Capital Advisors Ltd
Ohio
$112K -$211K -2,890 -66%
AIC
44
Ameritas Investment Company
Nebraska
$109K +$104K +1,429 New
SPIA
45
Steward Partners Investment Advisory
New York
$47.6K -$9.13K -125 -17%
NFG
46
Next Financial Group
Texas
$41K – – –
RWB
47
RMR Wealth Builders
New Jersey
$41K +$39.8K +545 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$30K -$4.09K -56 -12%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$24K +$8.32K +114 +57%
TFGT
50
TS Financial Group (TSFG)
Illinois
$15K – – –
1
2
3

XMHQ Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2021, worth a combined $126M — up 93% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMHQ positions and 1 closed out — a net gain of 19 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.25M sold.

  • 55 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $126M of Invesco S&P MidCap Quality ETF stock for Q1 2021, up 93% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2021 and 1 closed out, a net change of +19 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2021 was Ameriprise, an estimated $10.9M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2021.