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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
26
Bogart Wealth LLC
Virginia
$39.4M +$384K +3,706 +0.9%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$38.1M +$17.8M +172,184 +80%
CPA
28
Capital Planning Advisors
California
$34.1M +$4.23M +40,846 +13%
AAS
29
Avantax Advisory Services
Texas
$30.2M +$2.26M +21,831 +8%
UBS Group
30
UBS Group
Switzerland
$27.9M +$5.25M +50,666 +22%
FFN
31
Focus Financial Network
Minnesota
$27.8M +$1.54M +14,892 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$27.7M +$1.86M +18,003 +7%
PAG
33
Private Advisor Group
New Jersey
$26.9M +$2.13M +20,547 +8%
Wells Fargo
34
Wells Fargo
California
$25.6M +$9.45M +91,276 +54%
IAA
35
Independent Advisor Alliance
North Carolina
$23.2M +$23M +222,325 +1,709%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$22.8M +$2.43M +23,453 +11%
EH
37
Equitable Holdings
New York
$22.8M +$311K +3,006 +1%
PCFFS
38
Pacific Center for Financial Services
California
$22.6M +$731K +7,061 +3%
FIC
39
Family Investment Center
Missouri
$21.6M -$1.17M -11,268 -5%
KPWS
40
Kestra Private Wealth Services
Texas
$20.8M +$8.24M +79,586 +61%
TA
41
TruWealth Advisors
Louisiana
$19.7M +$13.6M +131,713 +194%
KAS
42
Kestra Advisory Services
Texas
$18.7M +$5.58M +53,929 +40%
KAS
43
KPP Advisory Services
Kentucky
$17.9M +$1.85M +17,899 +11%
HCM
44
Hengehold Capital Management
Ohio
$17.2M +$6K +58 +0%
WAM
45
WFA Asset Management
Wisconsin
$17M +$184K +1,775 +1%
B
46
Bensler
Washington
$16.6M +$1.37M +13,240 +9%
MIA
47
Milestone Investment Advisors
Wisconsin
$16.3M +$381K +3,683 +2%
GLA
48
Good Life Advisors
Pennsylvania
$15.7M -$20M -193,171 -55%
AWS
49
Atria Wealth Solutions
New York
$15.6M +$2.78M +26,863 +20%
AWC
50
Adamsbrown Wealth Consultants
Kansas
$15.5M +$868K +8,386 +6%
1
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XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.