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Invesco S&P MidCap Quality ETF
XMHQ

157 hedge funds and large institutions have $942M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

38% more capital invested

Capital invested by funds: $683M → $942M (+$259M)

26% more funds holding

Funds holding: 125 → 157 (+32)

0.34% less ownership

Funds ownership: 69.11% → 68.77% (-0.34%)

Holders
157
Holders Change
+32
Holders Change %
+25.6%
% 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
69
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$40.4M
2
APCM
Alaska Permanent Capital Management
Alaska
+$24.1M
3
Morgan Stanley
Morgan Stanley
New York
+$24M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.3M
5
UBS Group
UBS Group
Switzerland
+$14.9M

Top Sellers

1
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.64M
2
CIM
Confluence Investment Management
Missouri
-$1.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$866K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$685K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$6.84M +$1.23M +14,919 +21%
ZIMP
27
Zimmermann Investment Management & Planning
Pennsylvania
$6.29M +$5.71M +69,427 +806%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$6.26M +$2.49M +30,269 +64%
NA
29
NewEdge Advisors
Louisiana
$6.09M +$2.89M +35,127 +87%
CWP
30
Concord Wealth Partners
Virginia
$6.05M +$462K +5,626 +8%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.04M +$3.02M +36,785 +96%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$5.85M +$248K +3,023 +4%
EE
33
EWG Elevate
California
$5.61M +$5.73M +69,706 New
ACP
34
Aveo Capital Partners
Colorado
$5.39M +$33.4K +406 +0.6%
IWM
35
IHT Wealth Management
Illinois
$5.18M +$3.03M +36,828 +134%
CAMV
36
Concord Asset Management (Virginia)
Virginia
$5.04M +$448K +5,456 +10%
PWP
37
Principle Wealth Partners
Connecticut
$4.62M +$2.53M +30,735 +115%
AWS
38
Atria Wealth Solutions
New York
$4.17M +$930K +11,319 +28%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.88M -$398K -4,843 -9%
CTC
40
Central Trust Company
Missouri
$3.64M +$382K +4,645 +11%
PIA
41
Perennial Investment Advisors
California
$3.62M +$355K +4,316 +11%
SWP
42
Stratos Wealth Partners
Ohio
$3.59M +$2.26M +27,513 +161%
UWM
43
USAdvisors Wealth Management
Minnesota
$3.54M +$1.87M +22,804 +107%
PAG
44
Private Advisor Group
New Jersey
$3.52M +$3.6M +43,749 New
PA
45
PSI Advisors
Florida
$3.33M -$17.2K -209 -0.5%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$3.29M +$2.37M +28,866 +222%
KA
47
Kovack Advisors
Florida
$2.81M +$1.77M +21,509 +161%
VWA
48
Visionary Wealth Advisors
Illinois
$2.77M +$10.1K +123 +0.4%
TFS
49
Thoroughbred Financial Services
Tennessee
$2.75M +$892K +10,851 +47%
EH
50
Equitable Holdings
New York
$2.73M +$2.3M +28,002 +476%
1
2
3 4 5

XMHQ Hedge Fund Activity: Q3 2023 in Review

157 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2023, worth a combined $942M — up 38% from $683M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XMHQ positions and 9 closed out — a net gain of 33 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.4M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $1.64M.

  • 157 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2023, up from 125 in Q2 2023.
  • Funds reported $942M of Invesco S&P MidCap Quality ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 42 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2023 and 9 closed out, a net change of +33 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2023 was LPL Financial, an estimated $40.4M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2023 was Benjamin F. Edwards & Company, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2023.