XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

124 hedge funds and large institutions have $682M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+38
Holders Change %
+44.19%
% 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
43
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$84M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.4M
4
CIM
4
Confluence Investment Management
Missouri
$27.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$35.6M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
MCC
2
Money Concepts Capital
Florida
$386K
3
CAN
3
Cetera Advisor Networks
California
$5.65M
4
WS
4
Wedbush Securities
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.83M +$1.81M +22,388 +89%
NRI
27
NFP Retirement Inc
California
$3.7M +$2.98M +36,967 +414%
PA
28
PSI Advisors
Florida
$3.36M -$11.9K -147 -0.4%
CTC
29
Central Trust Company
Missouri
$3.27M +$3.27M +40,568 New
PIA
30
Perennial Investment Advisors
California
$3.27M +$307K +3,801 +10%
AWS
31
Atria Wealth Solutions
New York
$3.27M +$2.38M +29,475 +267%
NA
32
NewEdge Advisors
Louisiana
$3.26M +$1.91M +23,616 +140%
MIA
33
Milestone Investment Advisors
Wisconsin
$3.15M +$3.15M +39,012 New
MML Investors Services
34
MML Investors Services
Massachusetts
$3.08M +$1.32M +16,368 +75%
VWA
35
Visionary Wealth Advisors
Illinois
$2.76M +$2.76M +34,239 New
CBFP
36
Cedar Brook Financial Partners
Ohio
$2.73M +$43.6K +540 +2%
TC
37
Trilogy Capital
California
$2.68M -$326K -3,935 -11%
BEI
38
Benjamin Edwards Inc
Missouri
$2.57M +$2.57M +31,829 New
PA
39
PFG Advisors
Arizona
$2.38M +$117K +1,450 +5%
MTWM
40
Masso Torrence Wealth Management
New Jersey
$2.31M +$550K +6,819 +31%
PWM
41
Penobscot Wealth Management
Maine
$2.23M +$2.23M +27,602 New
IWM
42
IHT Wealth Management
Illinois
$2.22M +$529K +6,553 +31%
ASN
43
Advisory Services Network
Georgia
$2.19M +$2.18M +26,988 +16,456%
PWA
44
PCG Wealth Advisors
Kansas
$2.18M +$89.8K +1,112 +4%
PWP
45
Principle Wealth Partners
Connecticut
$2.15M +$79.9K +990 +4%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.88M +$471K +5,836 +33%
SPC
47
Sigma Planning Corp
Michigan
$1.78M +$1.78M +22,107 New
UWM
48
USAdvisors Wealth Management
Minnesota
$1.72M +$200K +2,477 +13%
FCM
49
Firestone Capital Management
Florida
$1.65M +$1.65M +19,853 New
Mariner
50
Mariner
Kansas
$1.51M +$1.51M +18,669 New
1
2
3 4 5