Invesco S&P MidCap Quality ETF
XMHQ
75 hedge funds and large institutions have $223M invested in Invesco S&P MidCap Quality ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
14% more capital invested
Capital invested by funds: $196M → $223M (+$27.1M)
7% more funds holding
Funds holding: 70 → 75 (+5)
3.63% more ownership
Funds ownership: 62.32% → 65.95% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$7.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.92M |
| 5 |
Morgan Stanley
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.66M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.43M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.29M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$2.8M |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$982K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citadel Advisors
Miami,
Florida
| – | -$517K | -6,448 | Closed |
|
|
FAIM
77
Financial Advocates Investment Management
Olympia,
Washington
| – | -$230K | -2,864 | Closed |
|
|
WA
78
Wambolt & Associates
Littleton,
Colorado
| – | -$207K | -2,586 | Closed |
|
|
SCA
79
Snowden Capital Advisors
New York
| – | -$51K | -643 | Closed |
|
XMHQ Hedge Fund Activity: Q1 2022 in Review
75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2022, worth a combined $223M — up 14% from $196M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XMHQ positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.7M. The largest seller was Ameriprise, cutting an estimated $5.66M.
- 75 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2022, up from 70 in Q4 2021.
- Funds reported $223M of Invesco S&P MidCap Quality ETF stock for Q1 2022, up 14% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2022 and 5 closed out, a net change of +9 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2022 was LPL Financial, an estimated $13.7M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2022 was Ameriprise, an estimated $5.66M sold.
Based on aggregated 13F filings for Q1 2022.