XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.05%
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

1
Ameriprise
1
Ameriprise
Minnesota
$22.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.6M
4
CCP
4
Cardan Capital Partners
Colorado
$2.67M
5
LFAS
5
Level Four Advisory Services
Texas
$2M

Top Sellers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
HI
3
Harbour Investments
Wisconsin
$1.88M
4
AIC
4
Ameritas Investment Company
Nebraska
$311K
5
RWB
5
RMR Wealth Builders
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.35M +$413K +5,342 +44%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.33M +$772K +9,980 +139%
UWM
28
USAdvisors Wealth Management
Minnesota
$1.18M +$105K +1,361 +10%
PA
29
PFG Advisors
Arizona
$1.17M +$82.8K +1,070 +8%
CAS
30
Cascadia Advisory Services
Oregon
$775K +$775K +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 +$709K +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 +$112K +1,447 +25%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$553K +$173K +2,238 +46%
Citadel Advisors
39
Citadel Advisors
Florida
$551K +$551K +7,123 New
LWAC
40
Laurel Wealth Advisors (California)
California
$509K +$185K +2,395 +57%
SWM
41
Spire Wealth Management
Virginia
$503K – – –
UWPG
42
Ullmann Wealth Partners Group
Florida
$431K -$6.89K -89 -2%
FEM
43
Fulcrum Equity Management
Texas
$321K +$321K +4,147 New
CAL
44
Capital Advisors Ltd
Ohio
$315K +$195K +2,393 +162%
AIC
45
Ameritas Investment Company
Nebraska
$311K -$179K -522 -37%
CWM
46
Cornerstone Wealth Management
Missouri
$289K – – –
SPC
47
Sigma Planning Corp
Michigan
$247K +$247K +3,187 New
WA
48
Wambolt & Associates
Colorado
$202K +$202K +2,586 New
RG
49
Retirement Group
California
$184K +$42.1K +546 +30%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$138K – – –
1
2
3