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Invesco S&P MidCap Quality ETF

345 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$13.5M +$7.36M +74,272 +130%
SFS
52
Sowell Financial Services
Arkansas
$12.8M -$927K -9,363 -7%
MTWM
53
Masso Torrence Wealth Management
New Jersey
$12.2M +$151K +1,523 +1%
NRI
54
NFP Retirement Inc
California
$12.1M +$488K +4,931 +4%
AWA
55
Alaska Wealth Advisors
Alaska
$11.9M -$139K -1,405 -1%
SWM
56
Schwallier Wealth Management
Michigan
$11.5M +$645K +6,512 +6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$11M +$271K +2,735 +3%
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
California
$10.7M +$253K +2,559 +3%
SWAG
59
Spectrum Wealth Advisory Group
California
$10.5M +$10.2M +102,778 New
MOS
60
MGO One Seven
Ohio
$10.3M +$170K +1,719 +2%
SWA
61
Sax Wealth Advisors
New Jersey
$10.2M +$9.2M +92,888 +1,436%
NA
62
NewEdge Advisors
Louisiana
$10.2M +$222K +2,245 +2%
LWMI
63
Landmark Wealth Management (Illinois)
Illinois
$10.1M +$871K +8,793 +10%
EW
64
Enzi Wealth
Texas
$9.95M +$819K +8,265 +9%
SMC
65
Smith, Moore & Co
Missouri
$9.87M +$5.89M +59,429 +162%
FA
66
Fermata Advisors
California
$9.78M +$1.15M +11,564 +14%
SWP
67
Stratos Wealth Partners
Ohio
$9.59M +$749K +7,565 +9%
ACP
68
Aveo Capital Partners
Colorado
$9.35M +$280K +2,827 +3%
JAG
69
Journey Advisory Group
Kentucky
$8.8M
FTS
70
Fifth Third Securities
Ohio
$8.47M -$405K -4,090 -5%
SAM
71
Secure Asset Management
Michigan
$8.42M +$17.6K +178 +0.2%
CCG
72
Cypress Capital Group
Florida
$8.3M -$490K -4,952 -6%
AWS
73
Aspen Wealth Strategies
Colorado
$8.26M +$485K +4,900 +6%
TFS
74
Thoroughbred Financial Services
Tennessee
$8.25M +$1.39M +13,999 +21%
LFAS
75
Level Four Advisory Services
Texas
$8.2M +$936K +9,448 +13%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.