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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

62 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Quality ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17M
2
PAG
2
Private Advisor Group
New Jersey
$3.77M
3
Ameriprise
3
Ameriprise
Minnesota
$23.7M
4
NA
4
NewEdge Advisors
Louisiana
$5.09M
5
CA
5
Cetera Advisors
Colorado
$11.8M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
CCP
3
Cardan Capital Partners
Colorado
$562K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$870K +$327K +4,308 +60%
CAS
27
Cascadia Advisory Services
Oregon
$770K +$8.89K +117 +1%
LWAC
28
Laurel Wealth Advisors (California)
California
$760K +$260K +3,426 +52%
AA
29
Advisory Alpha
Michigan
$758K +$758K +9,978 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$743K -$1.61M -21,168 -68%
VWA
31
V Wealth Advisors
Kansas
$706K -$46.9K -617 -6%
FTUS
32
Flow Traders U.S.
New York
$698K +$698K +9,192 New
NFSG
33
Newbridge Financial Services Group
Florida
$671K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$607K – – –
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$602K +$46.1K +606 +8%
CCP
36
Cardan Capital Partners
Colorado
$562K -$2.06M -27,139 -79%
SWM
37
Spire Wealth Management
Virginia
$514K +$19.8K +261 +4%
Wells Fargo
38
Wells Fargo
California
$501K -$60.9K -801 -11%
Goldman Sachs
39
Goldman Sachs
New York
$421K +$421K +5,543 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$417K -$6.08K -80 -1%
AIC
41
Ameritas Investment Company
Nebraska
$333K +$264K +3,476 +383%
CAL
42
Capital Advisors Ltd
Ohio
$306K +$316 +4 +0.1%
FEM
43
Fulcrum Equity Management
Texas
$283K -$31.6K -417 -10%
IWM
44
IHT Wealth Management
Illinois
$246K +$246K +3,233 New
SPC
45
Sigma Planning Corp
Michigan
$215K -$27.6K -362 -11%
RG
46
Retirement Group
California
$210K +$28.9K +380 +16%
FAIM
47
Financial Advocates Investment Management
Washington
$207K +$207K +2,723 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$136K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$47K – – –
NFG
50
Next Financial Group
Texas
$43K +$1.75K +23 +4%
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