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
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
Shares
Change %
FCM
26
Firestone Capital Management
Florida
$1.25M +$1.25M +19,993 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.24M +$23.4K +375 +2%
PWA
28
PCG Wealth Advisors
Kansas
$1.12M +$701K +11,311 +169%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.1M -$196K -3,149 -15%
UWM
30
USAdvisors Wealth Management
Minnesota
$1.1M +$47K +755 +4%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$1.06M +$3.43K +55 +0.3%
AAS
32
Ameritas Advisory Services
Nebraska
$1.02M +$162K +2,608 +19%
MTWM
33
Masso Torrence Wealth Management
New Jersey
$906K +$83.7K +1,344 +10%
WS
34
Wedbush Securities
California
$706K +$333K +5,355 +90%
DAS
35
Dynamic Advisor Solutions
Arizona
$693K +$186K +2,986 +37%
RFN
36
Redwood Financial Network
Ohio
$587K +$8.9K +143 +2%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$582K +$685 +11 +0.1%
NFSG
38
Newbridge Financial Services Group
Florida
$567K -$1.87K -30 -0.3%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$554K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$537K +$20.2K +324 +4%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$534K +$40.1K +645 +8%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$498K
PSF
43
Pacific Sun Financial
California
$455K +$48K +770 +12%
FHA
44
Flagship Harbor Advisors
Massachusetts
$446K -$1.03M -16,584 -70%
TFS
45
Thoroughbred Financial Services
Tennessee
$445K -$20.8K -334 -4%
VAS
46
Vestmark Advisory Solutions
Massachusetts
$428K -$12.1K -194 -3%
Wells Fargo
47
Wells Fargo
California
$398K
AA
48
Advisory Alpha
Michigan
$369K +$59.4K +954 +19%
Citadel Advisors
49
Citadel Advisors
Florida
$345K -$12.8K -205 -4%
Goldman Sachs
50
Goldman Sachs
New York
$345K