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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

62 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Quality ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17M
2
PAG
2
Private Advisor Group
New Jersey
$3.77M
3
Ameriprise
3
Ameriprise
Minnesota
$23.7M
4
NA
4
NewEdge Advisors
Louisiana
$5.09M
5
CA
5
Cetera Advisors
Colorado
$11.8M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
CCP
3
Cardan Capital Partners
Colorado
$562K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
51
Atlas Private Wealth Advisors
New Jersey
$37K +$2.22K +29 +6%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$27K -$8.54K -111 -24%
UBS Group
53
UBS Group
Switzerland
$25K +$25K +328 New
CFGS
54
Concourse Financial Group Securities
Alabama
$24K +$24K +322 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$15K -$10.4K -132 -41%
TFGT
56
TS Financial Group (TSFG)
Illinois
$15K – – –
KTC
57
Kistler-Tiffany Companies
Pennsylvania
$6K -$3.75K -50 -38%
CFD
58
Creative Financial Designs
Indiana
$4K – – –
GRP
59
Global Retirement Partners
California
$4K +$4K +50 New
VA
60
Valmark Advisers
Ohio
– -$3.92M -50,681 Closed
RJA
61
Raymond James & Associates
Florida
– -$3.83M -49,568 Closed
LFAS
62
Level Four Advisory Services
Texas
– -$2M -25,895 Closed
KM
63
Kalos Management
Georgia
– -$719K -9,253 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$551K -7,123 Closed
CWM
65
Cornerstone Wealth Management
Missouri
– -$289K -3,733 Closed
WA
66
Wambolt & Associates
Colorado
– -$202K -2,586 Closed
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