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Invesco S&P MidCap Quality ETF

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.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
49
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$562K -$82.3K -1,122 -13%
BOM
52
Bank of Marin
California
$505K +$505K +6,877 New
VAS
53
Vestmark Advisory Solutions
Massachusetts
$502K -$13.2K -180 -3%
FHA
54
Flagship Harbor Advisors
Massachusetts
$500K -$6.83K -93 -1%
CFGS
55
Concourse Financial Group Securities
Alabama
$500K +$343K +4,671 +218%
Wells Fargo
56
Wells Fargo
California
$469K -$73 -1 -0%
EH
57
Equitable Holdings
New York
$434K +$27.7K +378 +7%
AWA
58
Arete Wealth Advisors
Illinois
$408K +$29.2K +398 +8%
Goldman Sachs
59
Goldman Sachs
New York
$407K
UWPG
60
Ullmann Wealth Partners Group
Florida
$383K +$514 +7 +0.1%
WMWM
61
Whitaker-Myers Wealth Managers
Ohio
$367K +$21.4K +292 +6%
Truist Financial
62
Truist Financial
North Carolina
$310K +$310K +4,221 New
RG
63
Retirement Group
California
$307K +$1.54K +21 +0.5%
AWA
64
Arkadios Wealth Advisors
Georgia
$292K +$881 +12 +0.3%
MF
65
Meridian Financial
Massachusetts
$282K
3F
66
360 Financial
Minnesota
$268K -$34.3K -468 -11%
APA
67
Astoria Portfolio Advisors
New York
$262K +$262K +3,610 New
HIA
68
Harbor Investment Advisory
Maryland
$243K -$14.2K -194 -6%
KAS
69
Kestra Advisory Services
Texas
$219K +$219K +2,986 New
FAIM
70
Financial Advocates Investment Management
Washington
$215K +$215K +2,931 New
MCC
71
Money Concepts Capital
Florida
$189K +$149K +20,462 +377%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$127K
CAL
73
Capital Advisors Ltd
Ohio
$109K
GWM
74
Geneos Wealth Management
Colorado
$91.4K +$42.9K +585 +89%
AWM
75
Aspire Wealth Management
Massachusetts
$88.7K +$61.3K +835 +223%