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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+55
Holders Change %
+35.26%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Aspen Wealth Strategies
Colorado
$6.53M +$6.53M +73,616 New
IWM
52
IHT Wealth Management
Illinois
$6.39M +$678K +7,640 +12%
AWS
53
Atria Wealth Solutions
New York
$6.24M +$1.64M +18,520 +36%
CWP
54
Concord Wealth Partners
Virginia
$5.91M -$755K -8,511 -11%
HAIM
55
Hunter Associates Investment Management
Pennsylvania
$5.87M +$5.87M +66,174 New
SWP
56
Stratos Wealth Partners
Ohio
$5.72M +$1.77M +19,921 +45%
PWP
57
Principle Wealth Partners
Connecticut
$5.72M +$631K +7,109 +12%
CAMV
58
Concord Asset Management (Virginia)
Virginia
$5.46M -$92.2K -1,039 -2%
PS
59
Principal Securities
Iowa
$5.44M +$5.44M +61,271 New
VWA
60
Visionary Wealth Advisors
Illinois
$5.27M +$2.22M +25,039 +73%
APWM
61
Atlas Private Wealth Management
New York
$5.01M +$5.01M +56,433 New
KPWS
62
Kestra Private Wealth Services
Texas
$4.92M +$4.92M +55,508 New
GVAG
63
Great Valley Advisor Group
Delaware
$4.92M +$4.92M +55,450 New
RWA
64
Redhawk Wealth Advisors
Minnesota
$4.61M +$3.69M +41,603 +403%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.6M +$324K +3,654 +8%
UWM
66
USAdvisors Wealth Management
Minnesota
$4.56M +$655K +7,381 +17%
FPGK
67
Financial Partners Group (Kansas)
Kansas
$4.4M +$682K +7,693 +18%
TFS
68
Thoroughbred Financial Services
Tennessee
$4.39M +$1.36M +15,333 +45%
BEI
69
Benjamin Edwards Inc
Missouri
$4.26M +$1.72M +19,415 +68%
CTC
70
Central Trust Company
Missouri
$3.74M -$267K -3,009 -7%
PA
71
PSI Advisors
Florida
$3.67M +$2.84K +32 +0.1%
PIA
72
Perennial Investment Advisors
California
$3.6M -$385K -4,339 -10%
LOIP
73
Live Oak Investment Partners
Texas
$3.5M – – –
AI
74
Atria Investments
North Carolina
$3.39M +$854K +9,622 +34%
KA
75
Kovack Advisors
Florida
$3.33M +$242K +2,723 +8%
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3
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