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Invesco S&P MidCap Quality ETF
XMHQ

212 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$13.8M +$6.36M +77,445 +100%
SFS
27
Sowell Financial Services
Arkansas
$13.3M +$3.94M +47,986 +47%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$13.3M +$10.9M +132,219 +749%
CAN
29
Cetera Advisor Networks
California
$13M +$5.06M +61,617 +73%
MIA
30
Milestone Investment Advisors
Wisconsin
$11.9M +$1.46M +17,798 +15%
AAS
31
Avantax Advisory Services
Texas
$11.7M +$3.24M +39,415 +42%
AWC
32
Adamsbrown Wealth Consultants
Kansas
$11.6M +$2.11M +25,680 +25%
PSCM
33
Per Stirling Capital Management
Texas
$10.5M +$758K +9,233 +8%
NRI
34
NFP Retirement Inc
California
$10.5M +$1.41M +17,163 +17%
ACP
35
Aveo Capital Partners
Colorado
$10.2M +$3.97M +48,377 +72%
SWM
36
Schwallier Wealth Management
Michigan
$10M +$9.27M +112,794 New
MTWM
37
Masso Torrence Wealth Management
New Jersey
$9.74M +$6.42M +78,148 +247%
IGWM
38
ICA Group Wealth Management
Colorado
$9.52M +$8.81M +107,271 New
PAG
39
Private Advisor Group
New Jersey
$8.05M +$3.86M +47,019 +107%
EW
40
Enzi Wealth
Texas
$7.87M +$3.92M +47,765 +140%
GLA
41
Good Life Advisors
Pennsylvania
$7.79M +$238K +2,896 +3%
EH
42
Equitable Holdings
New York
$7.64M +$4.29M +52,252 +154%
ZIMP
43
Zimmermann Investment Management & Planning
Pennsylvania
$7.56M +$593K +7,214 +9%
AWP
44
Avid Wealth Partners
Texas
$7.56M +$7M +85,214 New
NA
45
NewEdge Advisors
Louisiana
$7.42M +$580K +7,064 +9%
JP Morgan Chase
46
JP Morgan Chase
New York
$7.25M +$6.42M +78,100 +2,148%
CW
47
Connectus Wealth
Ohio
$7.16M +$5.98M +72,793 +913%
AWM
48
Avior Wealth Management
Nebraska
$6.99M +$6.18M +75,196 +2,086%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$6.9M +$427K +5,197 +7%
MOS
50
MGO One Seven
Ohio
$6.79M +$6M +73,028 +2,088%
1
2
3 4 5

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.