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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$12.9M +$3.88M +35,233 +43%
AWS
52
Atria Wealth Solutions
New York
$12.7M +$4.95M +44,952 +64%
MTWM
53
Masso Torrence Wealth Management
New Jersey
$12.4M +$358K +3,255 +3%
IGWM
54
ICA Group Wealth Management
Colorado
$12.4M +$631K +5,731 +5%
EH
55
Equitable Holdings
New York
$12.1M +$2.65M +24,084 +28%
NRI
56
NFP Retirement Inc
California
$11.8M -$1.18M -10,718 -9%
SWP
57
Stratos Wealth Partners
Ohio
$11.8M +$4.7M +42,713 +66%
SWM
58
Schwallier Wealth Management
Michigan
$11.3M -$1.08M -9,834 -9%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$11.1M +$7.47M +67,918 +204%
CW
60
Connectus Wealth
Ohio
$11.1M +$2.16M +19,662 +24%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$10.3M +$4.63M +42,049 +81%
PS
62
Principal Securities
Iowa
$10.3M +$3.54M +32,188 +53%
NA
63
NewEdge Advisors
Louisiana
$10.1M +$1M +9,104 +11%
ZIMP
64
Zimmermann Investment Management & Planning
Pennsylvania
$9.78M +$398K +3,618 +4%
MOS
65
MGO One Seven
Ohio
$9.05M +$632K +5,743 +8%
CCG
66
Cypress Capital Group
Florida
$8.93M +$8.93M +81,129 New
EW
67
Enzi Wealth
Texas
$8.93M +$377K +3,606 +4%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$8.76M +$196K +1,783 +2%
ACP
69
Aveo Capital Partners
Colorado
$8.65M -$3.44M -32,784 -28%
SAM
70
Secure Asset Management
Michigan
$8.24M +$8.24M +74,902 New
IWM
71
IHT Wealth Management
Illinois
$8.05M +$123K +1,117 +2%
AWS
72
Aspen Wealth Strategies
Colorado
$7.67M -$430K -3,904 -5%
BWA
73
Boulder Wealth Advisors
Colorado
$7.5M +$7.5M +68,174 New
PWP
74
Principle Wealth Partners
Connecticut
$7.48M +$386K +3,506 +5%
HAIM
75
Hunter Associates Investment Management
Pennsylvania
$7.47M +$173K +1,569 +2%
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