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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

85 hedge funds and large institutions have $567M invested in Invesco S&P MidCap Quality ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
36
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.94M
3
TC
3
Trilogy Capital
California
$2.54M
4
Ameriprise
4
Ameriprise
Minnesota
$11.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.82M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10M
2
AWA
2
Arete Wealth Advisors
Illinois
$356M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.05M
4
AWS
4
Atria Wealth Solutions
New York
$842K
5
GVAG
5
Great Valley Advisor Group
Delaware
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
26
PCG Wealth Advisors
Kansas
$1.77M +$531K +7,683 +43%
CA
27
Cetera Advisors
Colorado
$1.73M -$620K -8,982 -26%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.48M +$105K +1,520 +8%
MTWM
29
Masso Torrence Wealth Management
New Jersey
$1.46M +$455K +6,588 +45%
IWM
30
IHT Wealth Management
Illinois
$1.4M -$76.9K -1,113 -5%
AAS
31
Ameritas Advisory Services
Nebraska
$1.32M +$185K +2,674 +16%
UWM
32
USAdvisors Wealth Management
Minnesota
$1.29M +$69.4K +1,005 +6%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.16M -$68.6K -993 -6%
GVAG
34
Great Valley Advisor Group
Delaware
$1.06M -$1.4M -20,216 -57%
WS
35
Wedbush Securities
California
$1.03M +$243K +3,520 +31%
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$405K +5,860 +66%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$975K +$380K +5,502 +64%
TFS
38
Thoroughbred Financial Services
Tennessee
$857K +$363K +5,264 +74%
AWS
39
Atria Wealth Solutions
New York
$842K -$1.72M -24,965 -67%
TCWM
40
Total Clarity Wealth Management
Illinois
$760K +$479K +6,937 +170%
HI
41
Harbour Investments
Wisconsin
$684K +$510K +7,390 +295%
DAS
42
Dynamic Advisor Solutions
Arizona
$607K -$162K -2,341 -21%
RFN
43
Redwood Financial Network
Ohio
$589K -$62.2K -900 -10%
NFSG
44
Newbridge Financial Services Group
Florida
$587K -$41.1K -595 -7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$577K +$24.6K +357 +4%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$576K -$16.5K -239 -3%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$566K -$79.2K -1,147 -12%
PSF
48
Pacific Sun Financial
California
$511K +$6.56K +95 +1%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$485K +$9.81K +142 +2%
FHA
50
Flagship Harbor Advisors
Massachusetts
$477K -$16.9K -245 -3%
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