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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$27M +$7.22M +65,633 +37%
GC
27
Gratus Capital
Georgia
$26.6M +$26.6M +241,700 New
FFN
28
Focus Financial Network
Minnesota
$24.9M +$166K +1,621 +0.7%
PCFFS
29
Pacific Center for Financial Services
California
$24.1M +$704K +6,393 +3%
AAS
30
Avantax Advisory Services
Texas
$23.5M +$8.93M +81,122 +61%
FIC
31
Family Investment Center
Missouri
$22.7M +$22.1M +200,453 +3,248%
CAN
32
Cetera Advisor Networks
California
$20M +$3.84M +34,861 +24%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$19.5M +$14.1M +127,761 +258%
HCM
34
Hengehold Capital Management
Ohio
$18.9M +$18.9M +171,836 New
MIA
35
Milestone Investment Advisors
Wisconsin
$17.9M +$3.07M +27,889 +21%
CJH
36
Christopher J. Hasenberg
Wisconsin
$17M +$17M +154,568 New
APCM
37
Alaska Permanent Capital Management
Alaska
$16.9M -$16.7M -151,816 -50%
RWA
38
Redhawk Wealth Advisors
Minnesota
$16.9M +$11.1M +101,221 +195%
OPS
39
Orion Portfolio Solutions
Nebraska
$16.6M +$16.6M +150,534 New
BCI
40
Brinker Capital Investments
Pennsylvania
$16.6M +$16.6M +150,534 New
RJA
41
Raymond James & Associates
Florida
$16.5M -$860K -7,817 -5%
B
42
Bensler
Washington
$15.1M +$15.1M +137,657 New
AWC
43
Adamsbrown Wealth Consultants
Kansas
$15M +$679K +6,170 +5%
SFS
44
Sowell Financial Services
Arkansas
$15M -$1.5M -13,602 -9%
AWM
45
Avior Wealth Management
Nebraska
$14.8M +$6.13M +55,746 +71%
PAG
46
Private Advisor Group
New Jersey
$14.7M +$4.68M +42,511 +47%
PSCM
47
Per Stirling Capital Management
Texas
$14.3M +$1.29M +11,761 +10%
GLA
48
Good Life Advisors
Pennsylvania
$13.7M +$4.03M +36,641 +42%
CA
49
Cetera Advisors
Colorado
$13.3M +$9.97M +90,567 +303%
AWA
50
Alaska Wealth Advisors
Alaska
$13.1M -$5.07M -46,087 -28%
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