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Invesco S&P MidCap Quality ETF

125 hedge funds and large institutions have $683M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

183% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 18

119% more capital invested

Capital invested by funds: $312M → $683M (+$370M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more funds holding

Funds holding: 86125 (+39)

6.03% more ownership

Funds ownership: 63.07%69.11% (+6%)

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
51
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$623K -$37.1K -496 -6%
BWM
77
BlackDiamond Wealth Management
New York
$604K +$541K +7,239 New
VAS
78
Vestmark Advisory Solutions
Massachusetts
$577K +$23.5K +314 +5%
PSF
79
Pacific Sun Financial
California
$563K +$574K +7,675 New
BOM
80
Bank of Marin
California
$555K
CW
81
Connectus Wealth
Ohio
$545K +$505K +6,750 New
IFG
82
Independent Financial Group
California
$517K +$479K +6,406 New
Citadel Advisors
83
Citadel Advisors
Florida
$497K +$460K +6,156 New
KAS
84
Kestra Advisory Services
Texas
$488K +$229K +3,057 +102%
EH
85
Equitable Holdings
New York
$475K -$2.02K -27 -0.5%
DAS
86
Dynamic Advisor Solutions
Arizona
$473K -$135K -1,799 -23%
Goldman Sachs
87
Goldman Sachs
New York
$447K
WMWM
88
Whitaker-Myers Wealth Managers
Ohio
$445K +$37.8K +506 +10%
AWA
89
Arete Wealth Advisors
Illinois
$442K -$5.76K -77 -1%
IAG
90
Investmark Advisory Group
Connecticut
$442K +$409K +5,475 New
UWPG
91
Ullmann Wealth Partners Group
Florida
$422K +$299 +4 +0.1%
CWM
92
Concentrum Wealth Management
California
$405K +$375K +5,021 New
RG
93
Retirement Group
California
$399K +$57.3K +766 +18%
MCC
94
Money Concepts Capital
Florida
$386K -$1.58M -21,108 -82%
WIP
95
WealthCare Investment Partners
Rhode Island
$350K +$327K +4,368 New
AWA
96
Arkadios Wealth Advisors
Georgia
$322K +$449 +6 +0.2%
KDA
97
Kraft Davis & Associates
Missouri
$314K +$279K +3,733 New
MF
98
Meridian Financial
Massachusetts
$310K
3F
99
360 Financial
Minnesota
$295K +$75 +1 +0%
PCIA
100
Prime Capital Investment Advisors
Kansas
$279K +$259K +3,458 New

XMHQ Hedge Fund Activity: Q2 2023 in Review

125 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2023, worth a combined $683M — up 119% from $312M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 5 closed out — a net gain of 39 holders — while 51 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $67.6M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $2.12M sold.

  • 125 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $683M of Invesco S&P MidCap Quality ETF stock for Q2 2023, up 119% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2023 and 5 closed out, a net change of +39 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2023 was Stifel Financial, an estimated $67.6M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.