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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

75 hedge funds and large institutions have $223M invested in Invesco S&P MidCap Quality ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
37
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$14.3M
3
FFN
3
Focus Financial Network
Minnesota
$7.73M
4
Bank of America
4
Bank of America
North Carolina
$1.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$26.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$25.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.43M
3
CA
3
Cetera Advisors
Colorado
$7.69M
4
ACM
4
AlphaStar Capital Management
North Carolina
$630K
5
LWAC
5
Laurel Wealth Advisors (California)
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
51
Pacific Sun Financial
California
$406K +$406K +5,379 New
TFS
52
Thoroughbred Financial Services
Tennessee
$400K +$400K +5,306 New
AA
53
Advisory Alpha
Michigan
$346K -$66.3K -876 -16%
SWM
54
Spire Wealth Management
Virginia
$337K – – –
RG
55
Retirement Group
California
$333K +$11.4K +151 +4%
VAS
56
Vestmark Advisory Solutions
Massachusetts
$329K +$329K +4,360 New
HIA
57
Harbor Investment Advisory
Maryland
$289K +$47.8K +633 +20%
MF
58
Meridian Financial
Massachusetts
$281K +$22.7K +300 +9%
AWA
59
Arete Wealth Advisors
Illinois
$281K +$85.4K +1,131 +44%
SPC
60
Sigma Planning Corp
Michigan
$256K -$26.3K -349 -9%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$182K +$118K +1,567 +186%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$131K – – –
CAL
63
Capital Advisors Ltd
Ohio
$112K – – –
TFGT
64
TS Financial Group (TSFG)
Illinois
$75K +$1.88K +25 +3%
CFGS
65
Concourse Financial Group Securities
Alabama
$68K +$21.2K +280 +45%
UBS Group
66
UBS Group
Switzerland
$61K -$68.1K -905 -53%
SPIA
67
Steward Partners Investment Advisory
New York
$49K – – –
GWM
68
Geneos Wealth Management
Colorado
$49K +$9.65K +130 +25%
GRP
69
Global Retirement Partners
California
$31K +$31K +475 New
BFC
70
Bedel Financial Consulting
Indiana
$28K +$28K +370 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$14K – – –
IA
72
IFP Advisors
Florida
$9K +$9K +195 New
CFD
73
Creative Financial Designs
Indiana
$4K – – –
CAAS
74
Capital Asset Advisory Services
Michigan
$1K – – –
LWAC
75
Laurel Wealth Advisors (California)
California
– -$982K -12,241 Closed
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