We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

85 hedge funds and large institutions have $567M invested in Invesco S&P MidCap Quality ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $168M → $567M (+$399M)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

10% more funds holding

Funds holding: 7785 (+8)

0.78% less ownership

Funds ownership: 60.49%59.71% (-0.78%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$451K +$89.6K +1,285 +25%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$443K +$447K +6,410 New
Wells Fargo
53
Wells Fargo
California
$442K
Goldman Sachs
54
Goldman Sachs
New York
$383K
EH
55
Equitable Holdings
New York
$382K +$385K +5,530 New
MCC
56
Money Concepts Capital
Florida
$375K +$110K +1,572 +41%
UWPG
57
Ullmann Wealth Partners Group
Florida
$360K +$767 +11 +0.2%
WMWM
58
Whitaker-Myers Wealth Managers
Ohio
$326K +$329K +4,714 New
RJA
59
Raymond James & Associates
Florida
$325K +$38.8K +557 +13%
RG
60
Retirement Group
California
$287K +$116K +1,671 +67%
3F
61
360 Financial
Minnesota
$285K +$288K +4,126 New
KDA
62
Kraft Davis & Associates
Missouri
$282K +$260K +3,733 New
AA
63
Advisory Alpha
Michigan
$279K -$131K -1,885 -32%
AWA
64
Arkadios Wealth Advisors
Georgia
$274K +$277K +3,970 New
MF
65
Meridian Financial
Massachusetts
$266K
HIA
66
Harbor Investment Advisory
Maryland
$242K -$44.3K -635 -15%
SPIA
67
Steward Partners Investment Advisory
New York
$222K +$178K +2,560 +394%
CFGS
68
Concourse Financial Group Securities
Alabama
$148K +$69.9K +1,003 +88%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$120K
CAL
70
Capital Advisors Ltd
Ohio
$102K
UBS Group
71
UBS Group
Switzerland
$71.8K +$31.4K +451 +77%
TFGT
72
TS Financial Group (TSFG)
Illinois
$67K -$1.74K -25 -3%
GWM
73
Geneos Wealth Management
Colorado
$45.6K
AWM
74
Aspire Wealth Management
Massachusetts
$25.8K +$26.1K +374 New
IA
75
IFP Advisors
Florida
$14K

XMHQ Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2022, worth a combined $567M — up 238% from $168M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMHQ positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 85 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $567M of Invesco S&P MidCap Quality ETF stock for Q4 2022, up 238% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2022 was LPL Financial, an estimated $20.4M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2022 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2022.