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Invesco S&P MidCap Quality ETF
XMHQ

75 hedge funds and large institutions have $223M invested in Invesco S&P MidCap Quality ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

14% more capital invested

Capital invested by funds: $196M → $223M (+$27.1M)

7% more funds holding

Funds holding: 70 → 75 (+5)

3.63% more ownership

Funds ownership: 62.32% → 65.95% (+3.6%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$13.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$12.5M
3
FFN
Focus Financial Network
Minnesota
+$7.81M
4
Bank of America
Bank of America
North Carolina
+$1.92M
5
Morgan Stanley
Morgan Stanley
New York
+$1.82M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$5.66M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.43M
3
CA
Cetera Advisors
Colorado
-$4.29M
4
ACM
AlphaStar Capital Management
North Carolina
-$2.8M
5
LWAC
Laurel Wealth Advisors (California)
California
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$1.63M +$157K +2,058 +11%
FCM
27
Firestone Capital Management
Florida
$1.51M +$1.53M +19,993 New
CAMV
28
Concord Asset Management (Virginia)
Virginia
$1.39M +$25K +327 +2%
UWM
29
USAdvisors Wealth Management
Minnesota
$1.28M +$82.3K +1,078 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.25M +$68.7K +901 +6%
DAS
31
Dynamic Advisor Solutions
Arizona
$1.09M +$1.1M +14,412 New
AAS
32
Ameritas Advisory Services
Nebraska
$970K -$458 -6 -0%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$871K +$880K +11,529 New
IWM
34
IHT Wealth Management
Illinois
$836K +$213K +2,791 +34%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$806K +$174K +2,281 +27%
RFN
36
Redwood Financial Network
Ohio
$694K +$701K +9,181 New
NFSG
37
Newbridge Financial Services Group
Florida
$675K – – –
MTWM
38
Masso Torrence Wealth Management
New Jersey
$662K +$151K +1,984 +29%
ACM
39
AlphaStar Capital Management
North Carolina
$630K -$2.8M -36,683 -81%
VWA
40
V Wealth Advisors
Kansas
$620K -$7.02K -92 -1%
KTC
41
Kistler-Tiffany Companies
Pennsylvania
$616K +$616K +8,071 +10,089%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$604K – – –
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$586K -$10.5K -137 -2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$573K -$191K -2,507 -25%
PWP
45
Principle Wealth Partners
Connecticut
$557K +$562K +7,369 New
Wells Fargo
46
Wells Fargo
California
$522K +$24K +314 +5%
MCC
47
Money Concepts Capital
Florida
$441K -$234K -3,068 -34%
PWA
48
PCG Wealth Advisors
Kansas
$429K +$151K +1,980 +53%
Goldman Sachs
49
Goldman Sachs
New York
$419K -$173K -2,272 -29%
UWPG
50
Ullmann Wealth Partners Group
Florida
$415K +$153 +2 +0%
1
2
3 4

XMHQ Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2022, worth a combined $223M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XMHQ positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.7M. The largest seller was Ameriprise, cutting an estimated $5.66M.

  • 75 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2022, up from 70 in Q4 2021.
  • Funds reported $223M of Invesco S&P MidCap Quality ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2022 was LPL Financial, an estimated $13.7M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2022 was Ameriprise, an estimated $5.66M sold.

Based on aggregated 13F filings for Q1 2022.