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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
156
Holders Change
+32
Holders Change %
+25.81%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
2
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$1.24M +15,338 New
IWC
77
Integrated Wealth Concepts
Massachusetts
$1.17M +$1.17M +14,581 New
Creative Planning
78
Creative Planning
Kansas
$1.14M +$1.14M +14,153 New
EP
79
Eudaimonia Partners
Tennessee
$1.08M -$33K -410 -3%
VA
80
Valmark Advisers
Ohio
$1.05M +$8.22K +102 +0.8%
NSG
81
Nalls Sherbakoff Group
Tennessee
$1.02M -$16.6K -206 -2%
CRI
82
Colonial River Investments
Virginia
$1.01M -$36.2K -449 -3%
SPIA
83
Steward Partners Investment Advisory
New York
$868K -$22.3K -277 -3%
FEM
84
Fulcrum Equity Management
Texas
$863K +$863K +10,719 New
RWA
85
Redhawk Wealth Advisors
Minnesota
$832K +$832K +10,329 New
Comerica Bank
86
Comerica Bank
Texas
$816K +$816K +10,130 New
WEG
87
World Equity Group
Illinois
$815K +$815K +10,117 New
WIP
88
WealthCare Investment Partners
Rhode Island
$799K +$451K +5,655 +129%
LWM
89
Lionsbridge Wealth Management
Florida
$759K -$2.66K -33 -0.3%
CWM
90
Concentrum Wealth Management
California
$728K +$324K +4,024 +80%
CFGS
91
Concourse Financial Group Securities
Alabama
$708K +$28.8K +357 +4%
NFSG
92
Newbridge Financial Services Group
Florida
$667K -$5.24K -65 -0.8%
CW
93
Connectus Wealth
Ohio
$642K +$98.5K +1,223 +18%
AA
94
Advisory Alpha
Michigan
$642K -$44.1K -547 -6%
CAL
95
Capital Analysts LLC
Pennsylvania
$632K +$632K +7,848 New
SWM
96
SFG Wealth Management
Maryland
$630K +$630K +7,828 New
JCM
97
J2 Capital Management
Michigan
$626K +$626K +7,778 New
RFN
98
Redwood Financial Network
Ohio
$615K -$104K -1,294 -14%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$612K -$848K -10,533 -58%
PSF
100
Pacific Sun Financial
California
$604K -$13.7K -170 -2%
2 3
4
5 6