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Invesco S&P MidCap Quality ETF

125 hedge funds and large institutions have $683M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

183% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 18

119% more capital invested

Capital invested by funds: $312M → $683M (+$370M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more funds holding

Funds holding: 86125 (+39)

6.03% more ownership

Funds ownership: 63.07%69.11% (+6%)

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
51
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$1.48M +$1.37M +18,286 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.46M +$195K +2,611 +17%
CA
53
Cetera Advisors
Colorado
$1.39M -$261K -3,491 -17%
SWP
54
Stratos Wealth Partners
Ohio
$1.38M +$1.28M +17,062 New
AI
55
Atria Investments
North Carolina
$1.34M +$1.24M +16,636 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.29M +$43.1K +576 +4%
HI
57
Harbour Investments
Wisconsin
$1.24M +$160K +2,139 +16%
SL
58
SWMG LLC
Texas
$1.18M +$1.1M +14,660 New
KTC
59
Kistler-Tiffany Companies
Pennsylvania
$1.14M -$53.2K -712 -5%
EP
60
Eudaimonia Partners
Tennessee
$1.11M +$1.03M +13,779 New
FPGK
61
Financial Partners Group (Kansas)
Kansas
$1.08M +$974K +13,031 New
KA
62
Kovack Advisors
Florida
$1.08M +$998K +13,352 New
CRI
63
Colonial River Investments
Virginia
$1.05M -$463K -6,189 -32%
VA
64
Valmark Advisers
Ohio
$1.04M +$963K +12,883 New
NSG
65
Nalls Sherbakoff Group
Tennessee
$933K +$1.12K +15 +0.1%
SPIA
66
Steward Partners Investment Advisory
New York
$893K +$159K +2,133 +24%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$828K -$26.8K -359 -3%
LWM
68
Lionsbridge Wealth Management
Florida
$763K +$707K +9,455 New
RFN
69
Redwood Financial Network
Ohio
$721K -$5.01K -67 -0.7%
ZIMP
70
Zimmermann Investment Management & Planning
Pennsylvania
$696K +$644K +8,619 New
Wells Fargo
71
Wells Fargo
California
$692K +$163K +2,177 +34%
AA
72
Advisory Alpha
Michigan
$687K -$75.4K -1,008 -11%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$685K +$9.72K +130 +2%
CFGS
74
Concourse Financial Group Securities
Alabama
$681K +$121K +1,622 +24%
NFSG
75
Newbridge Financial Services Group
Florida
$674K -$10.5K -140 -2%

XMHQ Hedge Fund Activity: Q2 2023 in Review

125 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2023, worth a combined $683M — up 119% from $312M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 5 closed out — a net gain of 39 holders — while 51 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $67.6M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $2.12M sold.

  • 125 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $683M of Invesco S&P MidCap Quality ETF stock for Q2 2023, up 119% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2023 and 5 closed out, a net change of +39 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2023 was Stifel Financial, an estimated $67.6M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.