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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.5%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$447M
2
AAS
2
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
4
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$59K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$364K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$11.8M +$605K +6,232 +5%
RWA
52
Redhawk Wealth Advisors
Minnesota
$11.6M -$3.23M -33,340 -22%
AWA
53
Alaska Wealth Advisors
Alaska
$11.4M -$84.6K -872 -0.7%
MTWM
54
Masso Torrence Wealth Management
New Jersey
$11.4M +$406K +4,184 +4%
KAS
55
Kestra Advisory Services
Texas
$11.2M +$6.51M +67,104 +139%
NRI
56
NFP Retirement Inc
California
$11M +$548K +5,643 +5%
SWM
57
Schwallier Wealth Management
Michigan
$10.3M +$282K +2,911 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$10.1M +$283K +2,921 +3%
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$9.87M +$2.14M +22,091 +28%
MOS
60
MGO One Seven
Ohio
$9.56M +$1.58M +16,270 +20%
NA
61
NewEdge Advisors
Louisiana
$9.39M +$486K +5,013 +5%
ZIMP
62
Zimmermann Investment Management & Planning
Pennsylvania
$9.07M +$447K +4,603 +5%
JAG
63
Journey Advisory Group
Kentucky
$8.8M +$8.8M +90,738 New
LWMI
64
Landmark Wealth Management (Illinois)
Illinois
$8.68M +$8.68M +89,423 New
ACP
65
Aveo Capital Partners
Colorado
$8.57M +$562K +5,791 +7%
FTS
66
Fifth Third Securities
Ohio
$8.41M +$8.41M +86,684 New
SWP
67
Stratos Wealth Partners
Ohio
$8.34M -$2.07M -21,306 -20%
CCG
68
Cypress Capital Group
Florida
$8.33M +$462K +4,765 +6%
EW
69
Enzi Wealth
Texas
$8.33M +$149K +1,559 +2%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$8.23M +$3.49M +33,395 +74%
FA
71
Fermata Advisors
California
$8.13M +$8.13M +83,749 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$7.95M +$7.49M +77,221 +1,636%
SAM
73
Secure Asset Management
Michigan
$7.95M +$681K +7,018 +9%
AWS
74
Aspen Wealth Strategies
Colorado
$7.6M +$594K +5,911 +8%
PWP
75
Principle Wealth Partners
Connecticut
$7.24M +$643K +6,624 +10%
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3
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