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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

124 hedge funds and large institutions have $682M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+38
Holders Change %
+44.19%
% 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
43
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$84M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.4M
4
CIM
4
Confluence Investment Management
Missouri
$27.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$35.6M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
MCC
2
Money Concepts Capital
Florida
$386K
3
CAN
3
Cetera Advisor Networks
California
$5.65M
4
WS
4
Wedbush Securities
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
76
U.S. Capital Wealth Advisors
Texas
$623K -$40K -496 -6%
BWM
77
BlackDiamond Wealth Management
New York
$604K +$604K +7,239 New
VAS
78
Vestmark Advisory Solutions
Massachusetts
$577K +$25.3K +314 +5%
PSF
79
Pacific Sun Financial
California
$563K +$563K +7,675 New
BOM
80
Bank of Marin
California
$555K – – –
CW
81
Connectus Wealth
Ohio
$545K +$545K +6,750 New
Citadel Advisors
82
Citadel Advisors
Florida
$497K +$497K +6,156 New
KAS
83
Kestra Advisory Services
Texas
$488K +$247K +3,057 +102%
EH
84
Equitable Holdings
New York
$475K -$2.18K -27 -0.5%
DAS
85
Dynamic Advisor Solutions
Arizona
$473K -$145K -1,799 -23%
Goldman Sachs
86
Goldman Sachs
New York
$447K – – –
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$445K +$40.8K +506 +10%
AWA
88
Arete Wealth Advisors
Illinois
$442K -$6.21K -77 -1%
IAG
89
Investmark Advisory Group
Connecticut
$442K +$442K +5,475 New
UWPG
90
Ullmann Wealth Partners Group
Florida
$422K +$323 +4 +0.1%
CWM
91
Concentrum Wealth Management
California
$405K +$405K +5,021 New
RG
92
Retirement Group
California
$399K +$61.8K +766 +18%
MCC
93
Money Concepts Capital
Florida
$386K -$1.7M -21,108 -82%
WIP
94
WealthCare Investment Partners
Rhode Island
$350K +$350K +4,368 New
AWA
95
Arkadios Wealth Advisors
Georgia
$322K +$484 +6 +0.2%
KDA
96
Kraft Davis & Associates
Missouri
$314K +$314K +3,733 New
MF
97
Meridian Financial
Massachusetts
$310K – – –
3F
98
360 Financial
Minnesota
$295K +$81 +1 +0%
PCIA
99
Prime Capital Investment Advisors
Kansas
$279K +$279K +3,458 New
Truist Financial
100
Truist Financial
North Carolina
$276K -$64.3K -797 -19%
2 3
4
5 6