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Invesco S&P MidCap Quality ETF
XMHQ

157 hedge funds and large institutions have $942M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

38% more capital invested

Capital invested by funds: $683M → $942M (+$259M)

26% more funds holding

Funds holding: 125 → 157 (+32)

0.34% less ownership

Funds ownership: 69.11% → 68.77% (-0.34%)

Holders
157
Holders Change
+32
Holders Change %
+25.6%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
69
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$40.4M
2
APCM
Alaska Permanent Capital Management
Alaska
+$24.1M
3
Morgan Stanley
Morgan Stanley
New York
+$24M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$17.3M
5
UBS Group
UBS Group
Switzerland
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.64M
2
CIM
Confluence Investment Management
Missouri
-$1.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$866K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$685K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
51
Enzi Wealth
Texas
$2.71M +$2.8M +34,085 New
CBFP
52
Cedar Brook Financial Partners
Ohio
$2.67M -$58.5K -712 -2%
AAS
53
Ameritas Advisory Services
Nebraska
$2.57M +$2.62M +31,912 New
PWM
54
Penobscot Wealth Management
Maine
$2.55M +$334K +4,070 +15%
MTWM
55
Masso Torrence Wealth Management
New Jersey
$2.55M +$248K +3,018 +11%
Jane Street
56
Jane Street
New York
$2.45M +$2.5M +30,363 New
ASN
57
Advisory Services Network
Georgia
$2.42M +$237K +2,879 +11%
PA
58
PFG Advisors
Arizona
$2.39M +$17.8K +216 +0.7%
PWA
59
PCG Wealth Advisors
Kansas
$2.33M +$160K +1,952 +7%
AI
60
Atria Investments
North Carolina
$2.3M +$984K +11,968 +72%
BEI
61
Benjamin Edwards Inc
Missouri
$2.3M -$270K -3,280 -10%
TC
62
Trilogy Capital
California
$2.28M -$330K -4,012 -12%
US Bancorp
63
US Bancorp
Minnesota
$2.15M +$693K +8,436 +46%
SPC
64
Sigma Planning Corp
Michigan
$2.14M +$368K +4,484 +20%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$1.1M +13,398 +131%
HI
66
Harbour Investments
Wisconsin
$1.69M +$462K +5,620 +37%
EF
67
Empowered Funds
Pennsylvania
$1.66M +$1.69M +20,567 New
FCM
68
Firestone Capital Management
Florida
$1.6M – – –
Mariner
69
Mariner
Kansas
$1.57M +$73.1K +889 +5%
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$1.56M +$1.6M +19,419 New
KAS
71
Kestra Advisory Services
Texas
$1.44M +$973K +11,839 +196%
LAS
72
LWM Advisory Services
Florida
$1.43M +$1.46M +17,751 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.42M +$142K +1,728 +11%
CA
74
Cetera Advisors
Colorado
$1.41M +$21.6K +263 +2%
SL
75
SWMG LLC
Texas
$1.32M +$137K +1,670 +11%
1 2
3
4 5

XMHQ Hedge Fund Activity: Q3 2023 in Review

157 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2023, worth a combined $942M — up 38% from $683M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XMHQ positions and 9 closed out — a net gain of 33 holders — while 69 added to existing stakes and 29 trimmed.

The largest buyer was LPL Financial, adding an estimated $40.4M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $1.64M.

  • 157 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2023, up from 125 in Q2 2023.
  • Funds reported $942M of Invesco S&P MidCap Quality ETF stock for Q3 2023, up 38% quarter-over-quarter.
  • 42 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2023 and 9 closed out, a net change of +33 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2023 was LPL Financial, an estimated $40.4M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2023 was Benjamin F. Edwards & Company, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2023.