We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

78 hedge funds and large institutions have $174M invested in Invesco S&P MidCap Quality ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 7578 (+3)

3% less ownership

Funds ownership: 65.95%62.95% (-3%)

22% less capital invested

Capital invested by funds: $223M → $174M (-$48.2M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
36
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$380K +$416K +5,983 New
Citadel Advisors
52
Citadel Advisors
Florida
$366K +$399K +5,751 New
Goldman Sachs
53
Goldman Sachs
New York
$352K
UWPG
54
Ullmann Wealth Partners Group
Florida
$349K +$69 +1 +0%
ACM
55
AlphaStar Capital Management
North Carolina
$337K -$211K -3,040 -36%
PAG
56
Private Advisor Group
New Jersey
$335K -$4.91M -70,700 -93%
AWA
57
Arete Wealth Advisors
Illinois
$330K +$102K +1,470 +40%
AA
58
Advisory Alpha
Michigan
$316K +$27.6K +398 +9%
HIA
59
Harbor Investment Advisory
Maryland
$304K +$66.4K +956 +25%
MCC
60
Money Concepts Capital
Florida
$268K -$116K -1,671 -29%
RJA
61
Raymond James & Associates
Florida
$263K +$287K +4,137 New
RG
62
Retirement Group
California
$251K -$31.2K -449 -10%
MF
63
Meridian Financial
Massachusetts
$236K
HI
64
Harbour Investments
Wisconsin
$159K +$174K +2,508 New
SWM
65
Spire Wealth Management
Virginia
$146K -$151K -2,167 -49%
JP Morgan Chase
66
JP Morgan Chase
New York
$122K +$133K +1,921 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$110K
CAL
68
Capital Advisors Ltd
Ohio
$94K
TFGT
69
TS Financial Group (TSFG)
Illinois
$63K
CFGS
70
Concourse Financial Group Securities
Alabama
$57K
GWM
71
Geneos Wealth Management
Colorado
$42K
SPIA
72
Steward Partners Investment Advisory
New York
$41K
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$40K +$30.4K +438 +229%
UBS Group
74
UBS Group
Switzerland
$34K -$18.8K -271 -33%
IA
75
IFP Advisors
Florida
$9K

XMHQ Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2022, worth a combined $174M — down 22% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMHQ positions and 5 closed out — a net gain of 3 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.72M. The largest seller was Ameriprise, cutting an estimated $11.8M.

  • 78 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $174M of Invesco S&P MidCap Quality ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2022 was LPL Financial, an estimated $7.72M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2022 was Ameriprise, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2022.