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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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.

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
1
Ameriprise
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.27M
4
LPL Financial
4
LPL Financial
California
$12.1M
5
NA
5
NewEdge Advisors
Louisiana
$3.74M

Top Sellers

1
FFN
1
Focus Financial Network
Minnesota
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$373K
3
VWA
3
V Wealth Advisors
Kansas
$755K
4
CAL
4
Capital Advisors Ltd
Ohio
$112K
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$431K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$919K +$561K +7,372 +157%
VWA
27
V Wealth Advisors
Kansas
$755K -$574K -7,532 -43%
FTUS
28
Flow Traders U.S.
New York
$743K +$743K +9,762 New
KM
29
Kalos Management
Georgia
$692K +$692K +8,767 New
NFSG
30
Newbridge Financial Services Group
Florida
$672K +$636K +8,355 +1,759%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$608K +$608K +8,000 New
Wells Fargo
32
Wells Fargo
California
$563K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$546K +$225K +2,953 +70%
SWM
34
Spire Wealth Management
Virginia
$495K +$495K +6,506 New
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$447K +$447K +5,867 New
UWPG
36
Ullmann Wealth Partners Group
Florida
$431K -$11K -145 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$373K -$1.03M -13,573 -73%
LWAC
38
Laurel Wealth Advisors (California)
California
$319K +$319K +4,186 New
PAG
39
Private Advisor Group
New Jersey
$291K +$291K +3,818 New
CWM
40
Cornerstone Wealth Management
Missouri
$284K – – –
RG
41
Retirement Group
California
$140K +$140K +1,840 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$136K – – –
CAL
43
Capital Advisors Ltd
Ohio
$112K -$219K -2,890 -66%
AIC
44
Ameritas Investment Company
Nebraska
$109K +$109K +1,429 New
SPIA
45
Steward Partners Investment Advisory
New York
$47.6K -$9.52K -125 -17%
NFG
46
Next Financial Group
Texas
$41K – – –
RWB
47
RMR Wealth Builders
New Jersey
$41K +$41K +545 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$30K -$4.21K -56 -12%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$24K +$8.71K +114 +57%
TFGT
50
TS Financial Group (TSFG)
Illinois
$15K – – –
1
2
3