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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

Holders
211
Holders Change
+55
Holders Change %
+35.26%
% 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
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$13.8M +$6.87M +77,445 +100%
SFS
27
Sowell Financial Services
Arkansas
$13.3M +$4.26M +47,986 +47%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$13.3M +$11.7M +132,219 +749%
CAN
29
Cetera Advisor Networks
California
$13M +$5.47M +61,617 +73%
MIA
30
Milestone Investment Advisors
Wisconsin
$11.9M +$1.58M +17,798 +15%
AAS
31
Avantax Advisory Services
Texas
$11.7M +$3.5M +39,415 +42%
AWC
32
Adamsbrown Wealth Consultants
Kansas
$11.6M +$2.28M +25,680 +25%
PSCM
33
Per Stirling Capital Management
Texas
$10.5M +$819K +9,233 +8%
NRI
34
NFP Retirement Inc
California
$10.5M +$1.52M +17,163 +17%
ACP
35
Aveo Capital Partners
Colorado
$10.2M +$4.29M +48,377 +72%
SWM
36
Schwallier Wealth Management
Michigan
$10M +$10M +112,794 New
MTWM
37
Masso Torrence Wealth Management
New Jersey
$9.74M +$6.93M +78,148 +247%
IGWM
38
ICA Group Wealth Management
Colorado
$9.52M +$9.52M +107,271 New
PAG
39
Private Advisor Group
New Jersey
$8.05M +$4.17M +47,019 +107%
EW
40
Enzi Wealth
Texas
$7.87M +$4.59M +47,765 +140%
GLA
41
Good Life Advisors
Pennsylvania
$7.79M +$257K +2,896 +3%
EH
42
Equitable Holdings
New York
$7.64M +$4.64M +52,252 +154%
ZIMP
43
Zimmermann Investment Management & Planning
Pennsylvania
$7.56M +$640K +7,214 +9%
AWP
44
Avid Wealth Partners
Texas
$7.56M +$7.56M +85,214 New
NA
45
NewEdge Advisors
Louisiana
$7.42M +$634K +7,064 +9%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$7.25M +$6.93M +78,100 +2,148%
CW
47
Connectus Wealth
Ohio
$7.16M +$6.46M +72,793 +913%
AWM
48
Avior Wealth Management
Nebraska
$6.99M +$6.67M +75,196 +2,086%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$6.9M +$461K +5,197 +7%
MOS
50
MGO One Seven
Ohio
$6.79M +$6.48M +73,028 +2,088%
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