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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.32%
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
1
LPL Financial
California
$38.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.81M
4
PWP
4
Principle Wealth Partners
Connecticut
$1.82M
5
GVAG
5
Great Valley Advisor Group
Delaware
$11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
PAG
3
Private Advisor Group
New Jersey
$335K
4
AWS
4
Atria Wealth Solutions
New York
$2.44M
5
CA
5
Cetera Advisors
Colorado
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.33M -$677K -10,646 -34%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.24M +$188K +2,953 +18%
CAMV
28
Concord Asset Management (Virginia)
Virginia
$1.08M -$94.3K -1,483 -8%
UWM
29
USAdvisors Wealth Management
Minnesota
$1.07M -$191 -3 -0%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$880K +$202K +3,183 +30%
AAS
31
Ameritas Advisory Services
Nebraska
$879K +$62.7K +986 +8%
MTWM
32
Masso Torrence Wealth Management
New Jersey
$840K +$282K +4,439 +51%
IWM
33
IHT Wealth Management
Illinois
$811K +$108K +1,696 +15%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$593K -$140K -2,196 -19%
PGF
35
Plan Group Financial
Oklahoma
$592K +$592K +9,328 New
RFN
36
Redwood Financial Network
Ohio
$590K +$6.67K +105 +1%
NFSG
37
Newbridge Financial Services Group
Florida
$580K +$12.1K +190 +2%
KTC
38
Kistler-Tiffany Companies
Pennsylvania
$565K +$47K +740 +9%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$564K +$411K +6,463 +268%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$527K +$45.1K +710 +9%
DAS
41
Dynamic Advisor Solutions
Arizona
$518K -$399K -6,271 -44%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$508K – – –
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$504K +$11.1K +175 +2%
TFS
44
Thoroughbred Financial Services
Tennessee
$475K +$138K +2,175 +41%
FTUS
45
Flow Traders U.S.
New York
$475K +$475K +7,473 New
VAS
46
Vestmark Advisory Solutions
Massachusetts
$449K +$172K +2,709 +62%
PWA
47
PCG Wealth Advisors
Kansas
$426K +$64.5K +1,015 +18%
PSF
48
Pacific Sun Financial
California
$415K +$73.1K +1,151 +21%
Wells Fargo
49
Wells Fargo
California
$407K -$32.7K -514 -7%
TCWM
50
Total Clarity Wealth Management
Illinois
$399K +$399K +6,279 New
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2
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