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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.5%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$447M
2
AAS
2
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
4
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$59K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$364K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$27.6M +$3.79M +39,072 +16%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$26M -$90.6M -933,289 -78%
FFN
28
Focus Financial Network
Minnesota
$25.2M +$791K +7,864 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$24.7M +$15.5M +160,137 +171%
MIH
30
Meitav Investment House
Israel
$24.3M +$24.3M +250,000 New
GC
31
Gratus Capital
Georgia
$23.8M +$316K +3,257 +1%
AAS
32
Avantax Advisory Services
Texas
$23.7M +$2.96M +30,465 +14%
PAG
33
Private Advisor Group
New Jersey
$21.8M +$8.87M +91,367 +69%
AWM
34
Avior Wealth Management
Nebraska
$21.7M +$8.6M +88,649 +66%
PCFFS
35
Pacific Center for Financial Services
California
$21.3M +$66.8K +688 +0.3%
FIC
36
Family Investment Center
Missouri
$20.9M +$812K +8,369 +4%
RJA
37
Raymond James & Associates
Florida
$20.7M +$6.15M +63,345 +42%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$19M +$1.78M +18,311 +10%
EH
39
Equitable Holdings
New York
$18.8M +$8.06M +83,109 +75%
MIA
40
Milestone Investment Advisors
Wisconsin
$16.9M +$1.12M +11,548 +7%
HCM
41
Hengehold Capital Management
Ohio
$16.7M -$873 -9 -0%
GF
42
GGM Financials
Ohio
$15.7M +$15.7M +161,932 New
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$15.7M +$15.7M +161,756 New
GLA
44
Good Life Advisors
Pennsylvania
$15.3M +$3.2M +32,965 +26%
B
45
Bensler
Washington
$14.1M +$765K +7,879 +6%
APCM
46
Alaska Permanent Capital Management
Alaska
$14.1M -$850K -8,768 -6%
AWC
47
Adamsbrown Wealth Consultants
Kansas
$13.9M +$615K +6,343 +5%
WAM
48
WFA Asset Management
Wisconsin
$13.8M +$11.2M +115,100 +427%
SFS
49
Sowell Financial Services
Arkansas
$13M -$230K -2,370 -2%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$12.7M +$1.3M +13,447 +11%
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