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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.38%
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
1
Capital Planning Advisors
California
$20.9M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$10M
5
LPL Financial
5
LPL Financial
California
$80.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
TCWM
3
Total Clarity Wealth Management
Illinois
$0
4
CRI
4
Colonial River Investments
Virginia
$1.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
26
Principle Wealth Partners
Connecticut
$1.88M -$149K -2,035 -7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.84M +$264K +3,599 +17%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.6M +$375K +5,107 +31%
MTWM
29
Masso Torrence Wealth Management
New Jersey
$1.6M +$49.4K +673 +3%
IWM
30
IHT Wealth Management
Illinois
$1.54M +$47.3K +645 +3%
CA
31
Cetera Advisors
Colorado
$1.52M -$318K -4,328 -17%
CRI
32
Colonial River Investments
Virginia
$1.4M -$616K -8,389 -30%
UWM
33
USAdvisors Wealth Management
Minnesota
$1.38M +$6.75K +92 +0.5%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.28M +$370K +5,045 +41%
NA
35
NewEdge Advisors
Louisiana
$1.24M +$105K +1,425 +9%
WS
36
Wedbush Securities
California
$1.18M +$87.5K +1,192 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.14M +$659K +8,986 +138%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.13M +$91.2K +1,243 +9%
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$1.09M +$2.5K +34 +0.2%
HI
40
Harbour Investments
Wisconsin
$970K +$244K +3,320 +34%
NSG
41
Nalls Sherbakoff Group
Tennessee
$925K +$925K +12,829 New
AWS
42
Atria Wealth Solutions
New York
$810K -$84.5K -1,152 -9%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$780K +$168K +2,283 +27%
AA
44
Advisory Alpha
Michigan
$699K +$402K +5,479 +136%
RFN
45
Redwood Financial Network
Ohio
$661K +$34.6K +472 +6%
SPIA
46
Steward Partners Investment Advisory
New York
$655K +$419K +5,716 +178%
NRI
47
NFP Retirement Inc
California
$655K +$655K +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 +$1.76K +24 +0.3%
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2
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