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Invesco S&P MidCap Quality ETF
XMHQ

60 hedge funds and large institutions have $163M invested in Invesco S&P MidCap Quality ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

30% more capital invested

Capital invested by funds: $126M → $163M (+$37.4M)

9% more funds holding

Funds holding: 55 → 60 (+5)

4.39% less ownership

Funds ownership: 64.35% → 59.96% (-4.4%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$9.89M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.15M
3
Morgan Stanley
Morgan Stanley
New York
+$3.3M
4
CCP
Cardan Capital Partners
Colorado
+$2.69M
5
LFAS
Level Four Advisory Services
Texas
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$947K
2
FTUS
Flow Traders U.S.
New York
-$760K
3
HI
Harbour Investments
Wisconsin
-$337K
4
RWB
RMR Wealth Builders
New Jersey
-$41K
5
AIC
Ameritas Investment Company
Nebraska
-$40.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$48K – – –
NFG
52
Next Financial Group
Texas
$42K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$36K +$36K +462 New
APWA
54
Atlas Private Wealth Advisors
New Jersey
$35K +$11K +141 +45%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$25K -$5.92K -76 -19%
TFGT
56
TS Financial Group (TSFG)
Illinois
$15K – – –
KTC
57
Kistler-Tiffany Companies
Pennsylvania
$10K +$10.1K +130 New
CFD
58
Creative Financial Designs
Indiana
$4K – – –
FHA
59
Flagship Harbor Advisors
Massachusetts
– -$947K -12,438 Closed
FTUS
60
Flow Traders U.S.
New York
– -$760K -9,762 Closed
RWB
61
RMR Wealth Builders
New Jersey
– -$41K -545 Closed
UBS Group
62
UBS Group
Switzerland
– -$9K -122 Closed
SFS
63
Sowell Financial Services
Arkansas
– -$8K -100 Closed
Citigroup
64
Citigroup
New York
– -$1K -15 Closed
CAAS
65
Capital Asset Advisory Services
Michigan
– +$311 +4 New
BWL
66
Bogart Wealth LLC
Virginia
– +$389 +5 New
1 2
3

XMHQ Hedge Fund Activity: Q2 2021 in Review

60 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2021, worth a combined $163M — up 30% from $126M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XMHQ positions and 6 closed out — a net gain of 6 holders — while 33 added to existing stakes and 5 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.89M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $947K sold.

  • 60 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2021, up from 55 in Q1 2021.
  • Funds reported $163M of Invesco S&P MidCap Quality ETF stock for Q2 2021, up 30% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2021 was Ameriprise, an estimated $9.89M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2021 was Flagship Harbor Advisors, an estimated $947K sold.

Based on aggregated 13F filings for Q2 2021.