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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$526M
2
Morgan Stanley
2
Morgan Stanley
New York
$215M
3
IAA
3
Independent Advisor Alliance
North Carolina
$23.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$82.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$38.1M

Top Sellers

1
GLA
1
Good Life Advisors
Pennsylvania
$15.7M
2
GF
2
GGM Financials
Ohio
$2.2M
3
AWM
3
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$382K
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$14.1M +$3.86M +39,159 +38%
NA
52
NewEdge Advisors
Louisiana
$13.5M +$3.73M +37,842 +38%
SWAG
53
Spectrum Wealth Advisory Group
California
$12.2M +$2.05M +20,867 +20%
SFS
54
Sowell Financial Services
Arkansas
$12.1M -$129K -1,313 -1%
MTWM
55
Masso Torrence Wealth Management
New Jersey
$12.1M +$363K +3,684 +3%
NRI
56
NFP Retirement Inc
California
$11.5M -$65.1K -661 -0.6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$11.4M +$880K +8,934 +8%
SWM
58
Schwallier Wealth Management
Michigan
$11.4M +$316K +3,210 +3%
GM
59
GeoWealth Management
Illinois
$11.2M -$2.69M -27,300 -19%
UB
60
UMB Bank
Missouri
$11.1M +$11.1M +112,925 New
FTS
61
Fifth Third Securities
Ohio
$10.6M +$2.43M +24,701 +30%
EW
62
Enzi Wealth
Texas
$10.3M +$405K +3,900 +4%
FA
63
Fermata Advisors
California
$10M +$610K +6,192 +6%
SMC
64
Smith, Moore & Co
Missouri
$9.83M +$358K +3,632 +4%
SWP
65
Stratos Wealth Partners
Ohio
$9.82M +$615K +6,244 +7%
SWA
66
Sax Wealth Advisors
New Jersey
$9.71M -$73.2K -743 -0.7%
MOS
67
MGO One Seven
Ohio
$9.63M -$240K -2,433 -2%
OPS
68
Orion Portfolio Solutions
Nebraska
$9.57M +$2.28M +23,174 +31%
BCI
69
Brinker Capital Investments
Pennsylvania
$9.57M +$2.28M +23,174 +31%
HAIM
70
Hunter Associates Investment Management
Pennsylvania
$9.37M +$1.57M +15,987 +20%
WWA
71
WCG Wealth Advisors
Nevada
$9.34M +$2.37M +24,084 +34%
ACP
72
Aveo Capital Partners
Colorado
$9.16M +$180K +1,833 +2%
TFS
73
Thoroughbred Financial Services
Tennessee
$9.12M +$1.19M +12,102 +15%
LWMI
74
Landmark Wealth Management (Illinois)
Illinois
$9.05M -$624K -6,338 -6%
SAM
75
Secure Asset Management
Michigan
$8.97M +$886K +8,994 +11%
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