Invesco S&P MidCap Quality ETF
XMHQ
85 hedge funds and large institutions have $567M invested in Invesco S&P MidCap Quality ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.
238% more capital invested
Capital invested by funds: $168M → $567M (+$399M)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
10% more funds holding
Funds holding: 77 → 85 (+8)
0.78% less ownership
Funds ownership: 60.49% → 59.71% (-0.78%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.32M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$2.56M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.53M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.84M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
76
Advisory Services Network
Atlanta,
Georgia
| $13.8K | +$13.9K | +200 | New |
|
|
TLA
77
Tanglewood Legacy Advisors
Houston,
Texas
| $13.8K | +$13.9K | +200 | New |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.2K | – | – | – |
|
|
GRP
79
Global Retirement Partners
San Rafael,
California
| $8.3K | – | – | – |
|
|
CFD
80
Creative Financial Designs
Kokomo,
Indiana
| $3.55K | – | – | – |
|
81
JP Morgan Chase
New York
| $3K | +$3.14K | +45 | New |
|
|
GJIA
82
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $2.21K | +$2.23K | +32 | New |
|
|
ACA
83
Aptus Capital Advisors
Fairhope,
Alabama
| $2.14K | – | – | – |
|
|
NA
84
NewEdge Advisors
New Orleans,
Louisiana
| $1.06K | -$1.28M | -18,313 | -54% |
|
|
BWL
85
Bogart Wealth LLC
Mclean,
Virginia
| $345 | – | – | – |
|
|
FCM
86
Firestone Capital Management
Coral Gables,
Florida
| – | -$1.25M | -19,993 | Closed |
|
87
Citadel Advisors
Miami,
Florida
| – | -$345K | -5,546 | Closed |
|
|
PAG
88
Private Advisor Group
Morristown,
New Jersey
| – | -$240K | -3,851 | Closed |
|
XMHQ Hedge Fund Activity: Q4 2022 in Review
85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2022, worth a combined $567M — up 238% from $168M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XMHQ positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.
- 85 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $567M of Invesco S&P MidCap Quality ETF stock for Q4 2022, up 238% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q4 2022 was LPL Financial, an estimated $20.4M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q4 2022 was Osaic Holdings, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2022.