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Invesco S&P MidCap Quality ETF
XMHQ

125 hedge funds and large institutions have $683M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

183% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 18

119% more capital invested

Capital invested by funds: $312M → $683M (+$370M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more funds holding

Funds holding: 86 → 125 (+39)

6.03% more ownership

Funds ownership: 63.07% → 69.11% (+6%)

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$67.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$48.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$29.3M
4
CIM
Confluence Investment Management
Missouri
+$25.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14M

Top Sellers

1
AAS
Ameritas Advisory Services
Nebraska
-$2.12M
2
MCC
Money Concepts Capital
Florida
-$1.58M
3
CAN
Cetera Advisor Networks
California
-$1.41M
4
WS
Wedbush Securities
California
-$1.18M
5
FHA
Flagship Harbor Advisors
Massachusetts
-$500K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.83M +$1.67M +22,388 +89%
NRI
27
NFP Retirement Inc
California
$3.7M +$2.76M +36,967 +414%
PA
28
PSI Advisors
Florida
$3.36M -$11K -147 -0.4%
CTC
29
Central Trust Company
Missouri
$3.27M +$3.03M +40,568 New
PIA
30
Perennial Investment Advisors
California
$3.27M +$284K +3,801 +10%
AWS
31
Atria Wealth Solutions
New York
$3.27M +$2.2M +29,475 +267%
NA
32
NewEdge Advisors
Louisiana
$3.26M +$1.77M +23,616 +140%
MIA
33
Milestone Investment Advisors
Wisconsin
$3.15M +$2.92M +39,012 New
MML Investors Services
34
MML Investors Services
Massachusetts
$3.08M +$1.22M +16,368 +75%
VWA
35
Visionary Wealth Advisors
Illinois
$2.76M +$2.56M +34,239 New
CBFP
36
Cedar Brook Financial Partners
Ohio
$2.73M +$40.4K +540 +2%
TC
37
Trilogy Capital
California
$2.68M -$294K -3,935 -11%
BEI
38
Benjamin Edwards Inc
Missouri
$2.57M +$2.38M +31,829 New
PA
39
PFG Advisors
Arizona
$2.38M +$108K +1,450 +5%
MTWM
40
Masso Torrence Wealth Management
New Jersey
$2.31M +$510K +6,819 +31%
PWM
41
Penobscot Wealth Management
Maine
$2.23M +$2.06M +27,602 New
IWM
42
IHT Wealth Management
Illinois
$2.22M +$490K +6,553 +31%
ASN
43
Advisory Services Network
Georgia
$2.19M +$2.02M +26,988 +16,456%
PWA
44
PCG Wealth Advisors
Kansas
$2.18M +$83.1K +1,112 +4%
PWP
45
Principle Wealth Partners
Connecticut
$2.15M +$74K +990 +4%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.88M +$436K +5,836 +33%
SPC
47
Sigma Planning Corp
Michigan
$1.78M +$1.65M +22,107 New
UWM
48
USAdvisors Wealth Management
Minnesota
$1.72M +$185K +2,477 +13%
FCM
49
Firestone Capital Management
Florida
$1.65M +$1.48M +19,853 New
Mariner
50
Mariner
Kansas
$1.51M +$1.4M +18,669 New
1
2
3 4 5

XMHQ Hedge Fund Activity: Q2 2023 in Review

125 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2023, worth a combined $683M — up 119% from $312M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 5 closed out — a net gain of 39 holders — while 51 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $67.6M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $2.12M sold.

  • 125 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $683M of Invesco S&P MidCap Quality ETF stock for Q2 2023, up 119% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2023 and 5 closed out, a net change of +39 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2023 was Stifel Financial, an estimated $67.6M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.