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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

69 hedge funds and large institutions have $195M invested in Invesco S&P MidCap Quality ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.7M
2
Ameriprise
2
Ameriprise
Minnesota
$32.8M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.96M
4
CAN
4
Cetera Advisor Networks
California
$4.09M
5
CWP
5
Concord Wealth Partners
Virginia
$3.48M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$76K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AA
3
Advisory Alpha
Michigan
$437K
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.26M -$40.2K -501 -3%
CRI
27
Colonial River Investments
Virginia
$1.26M +$1.26M +15,656 New
AAS
28
Ameritas Advisory Services
Nebraska
$1.03M +$1.03M +12,843 New
LWAC
29
Laurel Wealth Advisors (California)
California
$982K +$179K +2,234 +22%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$809K +$24.5K +306 +3%
NFSG
31
Newbridge Financial Services Group
Florida
$717K +$8.82K +110 +1%
MCC
32
Money Concepts Capital
Florida
$714K +$714K +8,901 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$673K -$246K -3,067 -27%
VWA
34
V Wealth Advisors
Kansas
$665K -$79.8K -994 -11%
IWM
35
IHT Wealth Management
Illinois
$664K +$404K +5,038 +156%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$641K – – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$634K -$1.93K -24 -0.3%
Goldman Sachs
38
Goldman Sachs
New York
$627K +$182K +2,272 +41%
MTWM
39
Masso Torrence Wealth Management
New Jersey
$545K +$545K +6,786 New
Wells Fargo
40
Wells Fargo
California
$529K +$80 +1 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$517K +$517K +6,448 New
UWPG
42
Ullmann Wealth Partners Group
Florida
$440K +$80 +1 +0%
AA
43
Advisory Alpha
Michigan
$437K -$363K -4,527 -45%
SWM
44
Spire Wealth Management
Virginia
$358K -$184K -2,300 -34%
RG
45
Retirement Group
California
$341K +$119K +1,487 +54%
SPC
46
Sigma Planning Corp
Michigan
$300K +$73.4K +915 +32%
PWA
47
PCG Wealth Advisors
Kansas
$299K +$299K +3,705 New
MF
48
Meridian Financial
Massachusetts
$274K +$274K +3,420 New
HIA
49
Harbor Investment Advisory
Maryland
$256K +$256K +3,192 New
FAIM
50
Financial Advocates Investment Management
Washington
$230K +$11.3K +141 +5%
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