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Invesco S&P MidCap Quality ETF
XMHQ

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

238% more capital invested

Capital invested by funds: $168M → $567M (+$399M)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

10% more funds holding

Funds holding: 77 → 85 (+8)

0.78% less ownership

Funds ownership: 60.49% → 59.71% (-0.78%)

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
LPL Financial
California
+$20.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.32M
3
TC
Trilogy Capital
California
+$2.56M
4
Ameriprise
Ameriprise
Minnesota
+$2.53M
5
Stifel Financial
Stifel Financial
Missouri
+$1.84M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$10.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.9M
3
AWS
Atria Wealth Solutions
New York
-$1.74M
4
GVAG
Great Valley Advisor Group
Delaware
-$1.41M
5
NA
NewEdge Advisors
Louisiana
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
26
PCG Wealth Advisors
Kansas
$1.77M +$535K +7,683 +43%
CA
27
Cetera Advisors
Colorado
$1.73M -$626K -8,982 -26%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.48M +$106K +1,520 +8%
MTWM
29
Masso Torrence Wealth Management
New Jersey
$1.46M +$459K +6,588 +45%
IWM
30
IHT Wealth Management
Illinois
$1.4M -$77.6K -1,113 -5%
AAS
31
Ameritas Advisory Services
Nebraska
$1.32M +$186K +2,674 +16%
UWM
32
USAdvisors Wealth Management
Minnesota
$1.29M +$70K +1,005 +6%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.16M -$69.2K -993 -6%
GVAG
34
Great Valley Advisor Group
Delaware
$1.06M -$1.41M -20,216 -57%
WS
35
Wedbush Securities
California
$1.03M +$245K +3,520 +31%
KTC
36
Kistler-Tiffany Companies
Pennsylvania
$1.02M +$408K +5,860 +66%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$975K +$383K +5,502 +64%
TFS
38
Thoroughbred Financial Services
Tennessee
$857K +$367K +5,264 +74%
AWS
39
Atria Wealth Solutions
New York
$842K -$1.74M -24,965 -67%
TCWM
40
Total Clarity Wealth Management
Illinois
$760K +$483K +6,937 +170%
HI
41
Harbour Investments
Wisconsin
$684K +$515K +7,390 +295%
DAS
42
Dynamic Advisor Solutions
Arizona
$607K -$163K -2,341 -21%
RFN
43
Redwood Financial Network
Ohio
$589K -$62.7K -900 -10%
NFSG
44
Newbridge Financial Services Group
Florida
$587K -$41.5K -595 -7%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$577K +$24.9K +357 +4%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$576K -$16.7K -239 -3%
USCWA
47
U.S. Capital Wealth Advisors
Texas
$566K -$79.9K -1,147 -12%
PSF
48
Pacific Sun Financial
California
$511K +$6.62K +95 +1%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$485K +$9.9K +142 +2%
FHA
50
Flagship Harbor Advisors
Massachusetts
$477K -$17.1K -245 -3%
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XMHQ Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2022, worth a combined $567M — up 238% from $168M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMHQ positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 85 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $567M of Invesco S&P MidCap Quality ETF stock for Q4 2022, up 238% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2022 was LPL Financial, an estimated $20.4M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2022 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2022.