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Invesco S&P MidCap Quality ETF
XMHQ

86 hedge funds and large institutions have $312M invested in Invesco S&P MidCap Quality ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

3.36% more ownership

Funds ownership: 59.71% → 63.07% (+3.4%)

1% more funds holding

Funds holding: 85 → 86 (+1)

45% less capital invested

Capital invested by funds: $567M → $312M (-$255M)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
49
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPA
Capital Planning Advisors
California
+$20.8M
2
Ameriprise
Ameriprise
Minnesota
+$19.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$9.09M
4
Stifel Financial
Stifel Financial
Missouri
+$8.07M
5
LPL Financial
LPL Financial
California
+$7.99M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$6.77M
2
GVAG
Great Valley Advisor Group
Delaware
-$1.06M
3
TCWM
Total Clarity Wealth Management
Illinois
-$760K
4
CRI
Colonial River Investments
Virginia
-$613K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
26
Principle Wealth Partners
Connecticut
$1.88M -$149K -2,035 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.84M +$263K +3,599 +17%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.6M +$373K +5,107 +31%
MTWM
29
Masso Torrence Wealth Management
New Jersey
$1.6M +$49.2K +673 +3%
IWM
30
IHT Wealth Management
Illinois
$1.54M +$47.1K +645 +3%
CA
31
Cetera Advisors
Colorado
$1.52M -$316K -4,328 -17%
CRI
32
Colonial River Investments
Virginia
$1.4M -$613K -8,389 -30%
UWM
33
USAdvisors Wealth Management
Minnesota
$1.38M +$6.72K +92 +0.5%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.28M +$369K +5,045 +41%
NA
35
NewEdge Advisors
Louisiana
$1.24M +$104K +1,425 +9%
WS
36
Wedbush Securities
California
$1.18M +$87.1K +1,192 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.14M +$657K +8,986 +138%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.13M +$90.9K +1,243 +9%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$1.09M +$2.48K +34 +0.2%
HI
40
Harbour Investments
Wisconsin
$970K +$243K +3,320 +34%
NSG
41
Nalls Sherbakoff Group
Tennessee
$925K +$938K +12,829 New
AWS
42
Atria Wealth Solutions
New York
$810K -$84.2K -1,152 -9%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$780K +$167K +2,283 +27%
AA
44
Advisory Alpha
Michigan
$699K +$401K +5,479 +136%
RFN
45
Redwood Financial Network
Ohio
$661K +$34.5K +472 +6%
SPIA
46
Steward Partners Investment Advisory
New York
$655K +$418K +5,716 +178%
NRI
47
NFP Retirement Inc
California
$655K +$653K +8,926 New
NFSG
48
Newbridge Financial Services Group
Florida
$623K -$1.1K -15 -0.2%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$613K – – –
USCWA
50
U.S. Capital Wealth Advisors
Texas
$603K +$1.75K +24 +0.3%
1
2
3 4

XMHQ Hedge Fund Activity: Q1 2023 in Review

86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2023, worth a combined $312M — down 45% from $567M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XMHQ positions and 6 closed out — a net gain of 4 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Capital Planning Advisors, opening a new position worth an estimated $20.8M. The largest seller was Osaic Holdings, cutting an estimated $6.77M.

  • 86 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2023, up from 85 in Q4 2022.
  • Funds reported $312M of Invesco S&P MidCap Quality ETF stock for Q1 2023, down 45% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2023 and 6 closed out, a net change of +4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2023 was Capital Planning Advisors, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2023 was Osaic Holdings, an estimated $6.77M sold.

Based on aggregated 13F filings for Q1 2023.