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Invesco S&P MidCap Quality ETF
XMHQ

287 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 15

181% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 47

87% more funds holding in top 10

Funds holding in top 10: 15 → 28 (+13)

70% more capital invested

Capital invested by funds: $1.88B → $3.21B (+$1.32B)

35% more funds holding

Funds holding: 212 → 287 (+75)

0.49% less ownership

Funds ownership: 73.31% → 72.82% (-0.49%)

Holders
287
Holders Change
+75
Holders Change %
+35.38%
% of All Funds
4.13%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.4%
New
92
Increased
132
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$74.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$64.3M
4
LPL Financial
LPL Financial
California
+$63.5M
5
TC
Trilogy Capital
California
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$78M
2
AssetMark Inc
AssetMark Inc
California
-$46.8M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.9M
4
AWA
Alaska Wealth Advisors
Alaska
-$4.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$12.9M +$3.45M +35,233 +43%
AWS
52
Atria Wealth Solutions
New York
$12.7M +$4.4M +44,952 +64%
MTWM
53
Masso Torrence Wealth Management
New Jersey
$12.4M +$319K +3,255 +3%
IGWM
54
ICA Group Wealth Management
Colorado
$12.4M +$561K +5,731 +5%
EH
55
Equitable Holdings
New York
$12.1M +$2.36M +24,084 +28%
NRI
56
NFP Retirement Inc
California
$11.8M -$1.05M -10,718 -9%
SWP
57
Stratos Wealth Partners
Ohio
$11.8M +$4.18M +42,713 +66%
SWM
58
Schwallier Wealth Management
Michigan
$11.3M -$963K -9,834 -9%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$11.1M +$6.65M +67,918 +204%
CW
60
Connectus Wealth
Ohio
$11.1M +$1.93M +19,662 +24%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$10.3M +$4.12M +42,049 +81%
PS
62
Principal Securities
Iowa
$10.3M +$3.15M +32,188 +53%
NA
63
NewEdge Advisors
Louisiana
$10.1M +$891K +9,104 +11%
ZIMP
64
Zimmermann Investment Management & Planning
Pennsylvania
$9.78M +$354K +3,618 +4%
MOS
65
MGO One Seven
Ohio
$9.05M +$562K +5,743 +8%
CCG
66
Cypress Capital Group
Florida
$8.93M +$7.94M +81,129 New
EW
67
Enzi Wealth
Texas
$8.93M +$353K +3,606 +4%
GKWIM
68
Gerber Kawasaki Wealth & Investment Management
California
$8.76M +$175K +1,783 +2%
ACP
69
Aveo Capital Partners
Colorado
$8.65M -$3.21M -32,784 -28%
SAM
70
Secure Asset Management
Michigan
$8.24M +$7.33M +74,902 New
IWM
71
IHT Wealth Management
Illinois
$8.05M +$109K +1,117 +2%
AWS
72
Aspen Wealth Strategies
Colorado
$7.67M -$382K -3,904 -5%
BWA
73
Boulder Wealth Advisors
Colorado
$7.5M +$6.67M +68,174 New
PWP
74
Principle Wealth Partners
Connecticut
$7.48M +$343K +3,506 +5%
HAIM
75
Hunter Associates Investment Management
Pennsylvania
$7.47M +$154K +1,569 +2%
1 2
3
4 5

XMHQ Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.21B — up 70% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 132 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $78M.

  • 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $3.21B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 70% quarter-over-quarter.
  • 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2024.