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Invesco S&P MidCap Quality ETF
XMHQ

77 hedge funds and large institutions have $168M invested in Invesco S&P MidCap Quality ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $174M → $168M (-$6.66M)

1% less funds holding

Funds holding: 78 → 77 (-1)

2.46% less ownership

Funds ownership: 62.95% → 60.49% (-2.5%)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
33
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$5.46M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.34M
3
FCM
Firestone Capital Management
Florida
+$1.35M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.34M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.05M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
-$9.27M
2
Ameriprise
Ameriprise
Minnesota
-$2.32M
3
CA
Cetera Advisors
Colorado
-$1.69M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$1.12M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
76
AlphaStar Capital Management
North Carolina
– -$337K -5,300 Closed
SWM
77
Spire Wealth Management
Virginia
– -$146K -2,300 Closed
JP Morgan Chase
78
JP Morgan Chase
New York
– -$122K -1,921 Closed
Fidelity Investments
79
Fidelity Investments
Massachusetts
– +$68 +1 New
1 2 3
4

XMHQ Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2022, worth a combined $168M — down 3.8% from $174M a quarter earlier.

Fund positioning in XMHQ was balanced in Q3 2022: 4 funds opened new positions, 4 closed out, 33 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.46M. The largest seller was Great Valley Advisor Group, cutting an estimated $9.27M.

  • 77 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2022, down from 78 in Q2 2022.
  • Funds reported $168M of Invesco S&P MidCap Quality ETF stock for Q3 2022, down 3.8% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2022 and 4 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2022 was LPL Financial, an estimated $5.46M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2022 was Great Valley Advisor Group, an estimated $9.27M sold.

Based on aggregated 13F filings for Q3 2022.