We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

77 hedge funds and large institutions have $168M invested in Invesco S&P MidCap Quality ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $174M → $168M (-$6.66M)

1% less funds holding

Funds holding: 7877 (-1)

2.46% less ownership

Funds ownership: 62.95%60.49% (-2.5%)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
33
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Firestone Capital Management
Florida
$1.25M +$1.35M +19,993 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.24M +$25.4K +375 +2%
PWA
28
PCG Wealth Advisors
Kansas
$1.12M +$766K +11,311 +169%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.1M -$213K -3,149 -15%
UWM
30
USAdvisors Wealth Management
Minnesota
$1.1M +$51.1K +755 +4%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$1.06M +$3.73K +55 +0.3%
AAS
32
Ameritas Advisory Services
Nebraska
$1.02M +$177K +2,608 +19%
MTWM
33
Masso Torrence Wealth Management
New Jersey
$906K +$91K +1,344 +10%
WS
34
Wedbush Securities
California
$706K +$363K +5,355 +90%
DAS
35
Dynamic Advisor Solutions
Arizona
$693K +$202K +2,986 +37%
RFN
36
Redwood Financial Network
Ohio
$587K +$9.69K +143 +2%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$582K +$745 +11 +0.1%
NFSG
38
Newbridge Financial Services Group
Florida
$567K -$2.03K -30 -0.3%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$554K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$537K +$21.9K +324 +4%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$534K +$43.7K +645 +8%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$498K
PSF
43
Pacific Sun Financial
California
$455K +$52.2K +770 +12%
FHA
44
Flagship Harbor Advisors
Massachusetts
$446K -$1.12M -16,584 -70%
TFS
45
Thoroughbred Financial Services
Tennessee
$445K -$22.6K -334 -4%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$428K -$13.1K -194 -3%
Wells Fargo
47
Wells Fargo
California
$398K
AA
48
Advisory Alpha
Michigan
$369K +$64.6K +954 +19%
Citadel Advisors
49
Citadel Advisors
Florida
$345K -$13.9K -205 -4%
Goldman Sachs
50
Goldman Sachs
New York
$345K

XMHQ Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2022, worth a combined $168M — down 3.8% from $174M a quarter earlier.

Fund positioning in XMHQ was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 33 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.46M. The largest seller was Great Valley Advisor Group, cutting an estimated $9.27M.

  • 77 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2022, down from 78 in Q2 2022.
  • Funds reported $168M of Invesco S&P MidCap Quality ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2022 was LPL Financial, an estimated $5.46M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2022 was Great Valley Advisor Group, an estimated $9.27M sold.

Based on aggregated 13F filings for Q3 2022.