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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

124 hedge funds and large institutions have $682M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+38
Holders Change %
+44.19%
% 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
43
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$84M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.4M
4
CIM
4
Confluence Investment Management
Missouri
$27.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$35.6M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
MCC
2
Money Concepts Capital
Florida
$386K
3
CAN
3
Cetera Advisor Networks
California
$5.65M
4
WS
4
Wedbush Securities
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$1.48M +$1.48M +18,286 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.46M +$211K +2,611 +17%
CA
53
Cetera Advisors
Colorado
$1.39M -$282K -3,491 -17%
SWP
54
Stratos Wealth Partners
Ohio
$1.38M +$1.38M +17,062 New
AI
55
Atria Investments
North Carolina
$1.34M +$1.34M +16,636 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.29M +$46.5K +576 +4%
HI
57
Harbour Investments
Wisconsin
$1.24M +$173K +2,139 +16%
SL
58
SWMG LLC
Texas
$1.18M +$1.18M +14,660 New
KTC
59
Kistler-Tiffany Companies
Pennsylvania
$1.14M -$57.5K -712 -5%
EP
60
Eudaimonia Partners
Tennessee
$1.11M +$1.11M +13,779 New
FPGK
61
Financial Partners Group (Kansas)
Kansas
$1.08M +$1.08M +13,031 New
KA
62
Kovack Advisors
Florida
$1.08M +$1.08M +13,352 New
CRI
63
Colonial River Investments
Virginia
$1.05M -$500K -6,189 -32%
VA
64
Valmark Advisers
Ohio
$1.04M +$1.04M +12,883 New
NSG
65
Nalls Sherbakoff Group
Tennessee
$933K +$1.09K +15 +0.1%
SPIA
66
Steward Partners Investment Advisory
New York
$893K +$172K +2,133 +24%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$828K -$29K -359 -3%
LWM
68
Lionsbridge Wealth Management
Florida
$763K +$763K +9,455 New
RFN
69
Redwood Financial Network
Ohio
$721K -$5.41K -67 -0.7%
ZIMP
70
Zimmermann Investment Management & Planning
Pennsylvania
$696K +$696K +8,619 New
Wells Fargo
71
Wells Fargo
California
$692K +$176K +2,177 +34%
AA
72
Advisory Alpha
Michigan
$687K -$81.4K -1,008 -11%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$685K +$10.5K +130 +2%
CFGS
74
Concourse Financial Group Securities
Alabama
$681K +$131K +1,622 +24%
NFSG
75
Newbridge Financial Services Group
Florida
$674K -$11.3K -140 -2%
1 2
3
4 5