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Invesco S&P MidCap Quality ETF
XMHQ

78 hedge funds and large institutions have $174M invested in Invesco S&P MidCap Quality ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 75 → 78 (+3)

3% less ownership

Funds ownership: 65.95% → 62.95% (-3%)

22% less capital invested

Capital invested by funds: $223M → $174M (-$48.2M)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.72M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.66M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.79M
4
PWP
Principle Wealth Partners
Connecticut
+$1.48M
5
GVAG
Great Valley Advisor Group
Delaware
+$1.09M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.77M
3
PAG
Private Advisor Group
New Jersey
-$4.91M
4
AWS
Atria Wealth Solutions
New York
-$3.67M
5
CA
Cetera Advisors
Colorado
-$2.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$3K – – –
CAAS
77
Capital Asset Advisory Services
Michigan
$1K – – –
FCM
78
Firestone Capital Management
Florida
– -$1.51M -19,993 Closed
VWA
79
V Wealth Advisors
Kansas
– -$620K -8,196 Closed
SPC
80
Sigma Planning Corp
Michigan
– -$256K -3,391 Closed
GRP
81
Global Retirement Partners
California
– -$31K -475 Closed
BFC
82
Bedel Financial Consulting
Indiana
– -$28K -370 Closed
1 2 3
4

XMHQ Hedge Fund Activity: Q2 2022 in Review

78 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2022, worth a combined $174M — down 22% from $223M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMHQ positions and 5 closed out — a net gain of 3 holders — while 36 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.72M. The largest seller was Ameriprise, cutting an estimated $11.8M.

  • 78 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2022, up from 75 in Q1 2022.
  • Funds reported $174M of Invesco S&P MidCap Quality ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2022 and 5 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2022 was LPL Financial, an estimated $7.72M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2022 was Ameriprise, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2022.