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Invesco S&P MidCap Quality ETF
XMHQ

60 hedge funds and large institutions have $163M invested in Invesco S&P MidCap Quality ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $126M → $163M (+$37.4M)

9% more funds holding

Funds holding: 55 → 60 (+5)

4.39% less ownership

Funds ownership: 64.35% → 59.96% (-4.4%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.89M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.15M
3
Morgan Stanley
Morgan Stanley
New York
+$3.3M
4
CCP
Cardan Capital Partners
Colorado
+$2.69M
5
LFAS
Level Four Advisory Services
Texas
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$947K
2
FTUS
Flow Traders U.S.
New York
-$760K
3
HI
Harbour Investments
Wisconsin
-$337K
4
RWB
RMR Wealth Builders
New Jersey
-$41K
5
AIC
Ameritas Investment Company
Nebraska
-$40.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.35M +$416K +5,342 +44%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.33M +$777K +9,980 +139%
UWM
28
USAdvisors Wealth Management
Minnesota
$1.18M +$106K +1,361 +10%
PA
29
PFG Advisors
Arizona
$1.17M +$83.3K +1,070 +8%
CAS
30
Cascadia Advisory Services
Oregon
$775K +$780K +10,018 New
VWA
31
V Wealth Advisors
Kansas
$766K -$1.01K -13 -0.1%
KM
32
Kalos Management
Georgia
$719K +$37.8K +486 +6%
PIA
33
Perennial Investment Advisors
California
$709K +$713K +9,162 New
NFSG
34
Newbridge Financial Services Group
Florida
$683K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$618K – – –
Wells Fargo
36
Wells Fargo
California
$572K – – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$566K +$113K +1,447 +25%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$553K +$174K +2,238 +46%
Citadel Advisors
39
Citadel Advisors
Florida
$551K +$555K +7,123 New
LWAC
40
Laurel Wealth Advisors (California)
California
$509K +$187K +2,395 +57%
SWM
41
Spire Wealth Management
Virginia
$503K – – –
UWPG
42
Ullmann Wealth Partners Group
Florida
$431K -$6.93K -89 -2%
FEM
43
Fulcrum Equity Management
Texas
$321K +$323K +4,147 New
CAL
44
Capital Advisors Ltd
Ohio
$315K +$186K +2,393 +162%
AIC
45
Ameritas Investment Company
Nebraska
$311K -$40.6K -522 -37%
CWM
46
Cornerstone Wealth Management
Missouri
$289K – – –
SPC
47
Sigma Planning Corp
Michigan
$247K +$248K +3,187 New
WA
48
Wambolt & Associates
Colorado
$202K +$201K +2,586 New
RG
49
Retirement Group
California
$184K +$42.5K +546 +30%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$138K – – –
1
2
3

XMHQ Hedge Fund Activity: Q2 2021 in Review

60 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2021, worth a combined $163M — up 30% from $126M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XMHQ positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 5 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.89M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $947K sold.

  • 60 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $163M of Invesco S&P MidCap Quality ETF stock for Q2 2021, up 30% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2021 was Ameriprise, an estimated $9.89M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2021 was Flagship Harbor Advisors, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2021.