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Invesco S&P MidCap Quality ETF
XMHQ

78 hedge funds and large institutions have $174M invested in Invesco S&P MidCap Quality ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 75 → 78 (+3)

3% less ownership

Funds ownership: 65.95% → 62.95% (-3%)

22% less capital invested

Capital invested by funds: $223M → $174M (-$48.2M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.72M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.66M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.79M
4
PWP
Principle Wealth Partners
Connecticut
+$1.48M
5
GVAG
Great Valley Advisor Group
Delaware
+$1.09M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.77M
3
PAG
Private Advisor Group
New Jersey
-$4.91M
4
AWS
Atria Wealth Solutions
New York
-$3.67M
5
CA
Cetera Advisors
Colorado
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.33M -$740K -10,646 -34%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.24M +$205K +2,953 +18%
CAMV
28
Concord Asset Management (Virginia)
Virginia
$1.08M -$103K -1,483 -8%
UWM
29
USAdvisors Wealth Management
Minnesota
$1.07M -$208 -3 -0%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$880K +$221K +3,183 +30%
AAS
31
Ameritas Advisory Services
Nebraska
$879K +$68.5K +986 +8%
MTWM
32
Masso Torrence Wealth Management
New Jersey
$840K +$308K +4,439 +51%
IWM
33
IHT Wealth Management
Illinois
$811K +$118K +1,696 +15%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$593K -$153K -2,196 -19%
PGF
35
Plan Group Financial
Oklahoma
$592K +$648K +9,328 New
RFN
36
Redwood Financial Network
Ohio
$590K +$7.29K +105 +1%
NFSG
37
Newbridge Financial Services Group
Florida
$580K +$13.2K +190 +2%
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$565K +$51.4K +740 +9%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$564K +$449K +6,463 +268%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$527K +$49.3K +710 +9%
DAS
41
Dynamic Advisor Solutions
Arizona
$518K -$436K -6,271 -44%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$508K – – –
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$504K +$12.2K +175 +2%
TFS
44
Thoroughbred Financial Services
Tennessee
$475K +$151K +2,175 +41%
FTUS
45
Flow Traders U.S.
New York
$475K +$519K +7,473 New
VAS
46
Vestmark Advisory Solutions
Massachusetts
$449K +$188K +2,709 +62%
PWA
47
PCG Wealth Advisors
Kansas
$426K +$70.5K +1,015 +18%
PSF
48
Pacific Sun Financial
California
$415K +$80K +1,151 +21%
Wells Fargo
49
Wells Fargo
California
$407K -$35.7K -514 -7%
TCWM
50
Total Clarity Wealth Management
Illinois
$399K +$436K +6,279 New
1
2
3 4

XMHQ Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2022, worth a combined $174M — down 22% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMHQ positions and 5 closed out — a net gain of 3 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.72M. The largest seller was Ameriprise, cutting an estimated $11.8M.

  • 78 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $174M of Invesco S&P MidCap Quality ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2022 was LPL Financial, an estimated $7.72M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2022 was Ameriprise, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2022.