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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$199M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
MIH
2
Meitav Investment House
Israel
$0
3
APCM
3
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
4
Avior Wealth Management
Nebraska
$16.4M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$36M +$8.52M +83,035 +31%
CPA
27
Capital Planning Advisors
California
$31.4M +$239K +2,333 +0.8%
AAS
28
Avantax Advisory Services
Texas
$29.3M +$4.25M +41,399 +17%
FFN
29
Focus Financial Network
Minnesota
$27.4M +$1.65M +16,108 +6%
RJA
30
Raymond James & Associates
Florida
$27M +$5.19M +50,577 +24%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$27M +$909K +8,864 +3%
PAG
32
Private Advisor Group
New Jersey
$25.9M +$2.89M +28,134 +13%
UBS Group
33
UBS Group
Switzerland
$23.8M -$5.28M -51,512 -18%
FIC
34
Family Investment Center
Missouri
$23.7M +$1.65M +16,087 +7%
EH
35
Equitable Holdings
New York
$23.4M +$3.58M +34,853 +18%
PCFFS
36
Pacific Center for Financial Services
California
$22.8M +$241K +2,354 +1%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$22M +$13.6M +132,518 +162%
FPGK
38
Financial Partners Group (Kansas)
Kansas
$21.3M +$1.27M +12,418 +6%
HCM
39
Hengehold Capital Management
Ohio
$17.9M +$274K +2,674 +2%
WAM
40
WFA Asset Management
Wisconsin
$17.6M +$2.98M +29,066 +20%
Wells Fargo
41
Wells Fargo
California
$17.3M +$12.3M +119,580 +242%
GF
42
GGM Financials
Ohio
$17M +$378K +3,681 +2%
KAS
43
KPP Advisory Services
Kentucky
$16.8M +$13.6M +132,387 +419%
MIA
44
Milestone Investment Advisors
Wisconsin
$16.6M -$1.2M -11,696 -7%
AWM
45
Avior Wealth Management
Nebraska
$16.4M -$6.44M -62,881 -28%
B
46
Bensler
Washington
$15.9M +$1.02M +9,920 +7%
AWC
47
Adamsbrown Wealth Consultants
Kansas
$15.3M +$614K +5,981 +4%
GM
48
GeoWealth Management
Illinois
$14.4M +$11M +107,360 +322%
KAS
49
Kestra Advisory Services
Texas
$14M +$2.14M +20,866 +18%
AWS
50
Atria Wealth Solutions
New York
$13.5M +$1.07M +10,474 +9%
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