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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
156
Holders Change
+32
Holders Change %
+25.81%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
2
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$6.84M +$1.2M +14,919 +21%
ZIMP
27
Zimmermann Investment Management & Planning
Pennsylvania
$6.29M +$5.59M +69,427 +806%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.26M +$2.44M +30,269 +64%
NA
29
NewEdge Advisors
Louisiana
$6.09M +$2.83M +35,127 +87%
CWP
30
Concord Wealth Partners
Virginia
$6.05M +$453K +5,626 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.04M +$2.96M +36,785 +96%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$5.85M +$243K +3,023 +4%
EE
33
EWG Elevate
California
$5.61M +$5.61M +69,706 New
ACP
34
Aveo Capital Partners
Colorado
$5.39M +$32.7K +406 +0.6%
IWM
35
IHT Wealth Management
Illinois
$5.18M +$2.97M +36,828 +134%
CAMV
36
Concord Asset Management (Virginia)
Virginia
$5.04M +$439K +5,456 +10%
PWP
37
Principle Wealth Partners
Connecticut
$4.62M +$2.48M +30,735 +115%
AWS
38
Atria Wealth Solutions
New York
$4.17M +$912K +11,319 +28%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.88M -$390K -4,843 -9%
CTC
40
Central Trust Company
Missouri
$3.64M +$374K +4,645 +11%
PIA
41
Perennial Investment Advisors
California
$3.62M +$348K +4,316 +11%
SWP
42
Stratos Wealth Partners
Ohio
$3.59M +$2.22M +27,513 +161%
UWM
43
USAdvisors Wealth Management
Minnesota
$3.55M +$1.84M +22,804 +107%
PAG
44
Private Advisor Group
New Jersey
$3.52M +$3.52M +43,749 New
PA
45
PSI Advisors
Florida
$3.33M -$16.8K -209 -0.5%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$3.29M +$2.27M +28,866 +222%
KA
47
Kovack Advisors
Florida
$2.81M +$1.73M +21,509 +161%
VWA
48
Visionary Wealth Advisors
Illinois
$2.77M +$9.91K +123 +0.4%
TFS
49
Thoroughbred Financial Services
Tennessee
$2.75M +$874K +10,851 +47%
EH
50
Equitable Holdings
New York
$2.73M +$2.26M +28,002 +476%
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