XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+32
Holders Change %
+25.81%
% 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
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
2
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
51
Enzi Wealth
Texas
$2.71M +$2.71M +34,085 New
CBFP
52
Cedar Brook Financial Partners
Ohio
$2.67M -$57.3K -712 -2%
AAS
53
Ameritas Advisory Services
Nebraska
$2.57M +$2.57M +31,912 New
PWM
54
Penobscot Wealth Management
Maine
$2.55M +$328K +4,070 +15%
MTWM
55
Masso Torrence Wealth Management
New Jersey
$2.55M +$243K +3,018 +11%
Jane Street
56
Jane Street
New York
$2.45M +$2.45M +30,363 New
ASN
57
Advisory Services Network
Georgia
$2.42M +$232K +2,879 +11%
PA
58
PFG Advisors
Arizona
$2.39M +$17.4K +216 +0.7%
PWA
59
PCG Wealth Advisors
Kansas
$2.33M +$157K +1,952 +7%
AI
60
Atria Investments
North Carolina
$2.3M +$964K +11,968 +72%
BEI
61
Benjamin Edwards Inc
Missouri
$2.3M -$264K -3,280 -10%
TC
62
Trilogy Capital
California
$2.28M -$323K -4,012 -12%
US Bancorp
63
US Bancorp
Minnesota
$2.15M +$679K +8,436 +46%
SPC
64
Sigma Planning Corp
Michigan
$2.14M +$361K +4,484 +20%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$1.91M +$1.08M +13,398 +131%
HI
66
Harbour Investments
Wisconsin
$1.69M +$453K +5,620 +37%
EF
67
Empowered Funds
Pennsylvania
$1.66M +$1.66M +20,567 New
FCM
68
Firestone Capital Management
Florida
$1.6M – – –
Mariner
69
Mariner
Kansas
$1.58M +$71.6K +889 +5%
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$1.56M +$1.56M +19,419 New
KAS
71
Kestra Advisory Services
Texas
$1.44M +$954K +11,839 +196%
LAS
72
LWM Advisory Services
Florida
$1.43M +$1.43M +17,751 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$1.42M +$139K +1,728 +11%
CA
74
Cetera Advisors
Colorado
$1.41M +$21.2K +263 +2%
SL
75
SWMG LLC
Texas
$1.32M +$135K +1,670 +11%
1 2
3
4 5