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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

69 hedge funds and large institutions have $195M invested in Invesco S&P MidCap Quality ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.7M
2
Ameriprise
2
Ameriprise
Minnesota
$32.8M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.96M
4
CAN
4
Cetera Advisor Networks
California
$4.09M
5
CWP
5
Concord Wealth Partners
Virginia
$3.48M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$76K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
AA
3
Advisory Alpha
Michigan
$437K
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$208K +$208K +2,589 New
WA
52
Wambolt & Associates
Colorado
$207K +$207K +2,586 New
BFEC
53
Benjamin F. Edwards & Company
Missouri
$139K -$4.34K -54 -3%
UBS Group
54
UBS Group
Switzerland
$138K +$112K +1,388 +423%
CAL
55
Capital Advisors Ltd
Ohio
$119K -$192K -2,390 -62%
TFGT
56
TS Financial Group (TSFG)
Illinois
$78K +$61.9K +770 +385%
HI
57
Harbour Investments
Wisconsin
$76K -$2.09M -26,251 -96%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$68K +$39.7K +493 +140%
SPIA
59
Steward Partners Investment Advisory
New York
$52K +$2K +25 +4%
SCA
60
Snowden Capital Advisors
New York
$51K +$51K +643 New
CFGS
61
Concourse Financial Group Securities
Alabama
$50K +$24K +298 +93%
NFG
62
Next Financial Group
Texas
$45K – – –
GWM
63
Geneos Wealth Management
Colorado
$42K +$42K +530 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$15K – – –
KTC
65
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
CFD
66
Creative Financial Designs
Indiana
$4K +$78 +1 +2%
CAAS
67
Capital Asset Advisory Services
Michigan
$1K +$500 +4 +100%
FTUS
68
Flow Traders U.S.
New York
– -$698K -9,192 Closed
FEM
69
Fulcrum Equity Management
Texas
– -$283K -3,730 Closed
APWA
70
Atlas Private Wealth Advisors
New Jersey
– -$37K -484 Closed
GRP
71
Global Retirement Partners
California
– -$4K -50 Closed
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