Invesco S&P MidCap Quality ETF
XMHQ
55 hedge funds and large institutions have $126M invested in Invesco S&P MidCap Quality ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
93% more capital invested
Capital invested by funds: $65.3M → $126M (+$60.8M)
53% more funds holding
Funds holding: 36 → 55 (+19)
0.42% less ownership
Funds ownership: 64.77% → 64.35% (-0.42%)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
Morgan Stanley
New York
|
+$6.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.36M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.9M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.58M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $9K | +$8.91K | +122 | New |
|
|
SFS
52
Sowell Financial Services
North Little Rock,
Arkansas
| $8K | +$7.3K | +100 | New |
|
|
CFD
53
Creative Financial Designs
Kokomo,
Indiana
| $4K | +$3.65K | +50 | New |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1K | +$730 | +10 | New |
|
55
Citigroup
New York
| $1K | +$1.09K | +15 | New |
|
|
FFN
56
Focus Financial Network
Minneapolis,
Minnesota
| – | -$2.25M | -33,515 | Closed |
|
XMHQ Hedge Fund Activity: Q1 2021 in Review
55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2021, worth a combined $126M — up 93% from $65.3M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XMHQ positions and 1 closed out — a net gain of 19 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.25M sold.
- 55 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $126M of Invesco S&P MidCap Quality ETF stock for Q1 2021, up 93% quarter-over-quarter.
- 20 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2021 and 1 closed out, a net change of +19 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2021 was Ameriprise, an estimated $10.9M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.25M sold.
Based on aggregated 13F filings for Q1 2021.