Invesco S&P MidCap Quality ETF
XMHQ
86 hedge funds and large institutions have $312M invested in Invesco S&P MidCap Quality ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 17
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
3.36% more ownership
Funds ownership: 59.71% → 63.07% (+3.4%)
1% more funds holding
Funds holding: 85 → 86 (+1)
45% less capital invested
Capital invested by funds: $567M → $312M (-$255M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPA
Capital Planning Advisors
Roseville,
California
|
+$20.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$19.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.09M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$8.07M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.77M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.06M |
| 3 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$760K |
| 4 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$613K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$443K |
XMHQ Hedge Fund Activity: Q1 2023 in Review
86 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2023, worth a combined $312M — down 45% from $567M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XMHQ positions and 6 closed out — a net gain of 4 holders — while 49 added to existing stakes and 17 trimmed.
The largest buyer was Capital Planning Advisors, opening a new position worth an estimated $20.8M. The largest seller was Osaic Holdings, cutting an estimated $6.77M.
- 86 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2023, up from 85 in Q4 2022.
- Funds reported $312M of Invesco S&P MidCap Quality ETF stock for Q1 2023, down 45% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2023 and 6 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2023 was Capital Planning Advisors, an estimated $20.8M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2023 was Osaic Holdings, an estimated $6.77M sold.
Based on aggregated 13F filings for Q1 2023.