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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
211
Holders Change
+55
Holders Change %
+35.26%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$3.29M +$1.43M +16,152 +77%
KAS
77
Kestra Advisory Services
Texas
$3.24M +$1.65M +18,655 +104%
SMC
78
Smith, Moore & Co
Missouri
$3.2M +$3.2M +36,123 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$3.05M +$955K +10,768 +46%
CBFP
80
Cedar Brook Financial Partners
Ohio
$3.04M +$110K +1,238 +4%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.95M +$2.95M +33,237 New
PWM
82
Penobscot Wealth Management
Maine
$2.94M +$126K +1,420 +4%
PA
83
PFG Advisors
Arizona
$2.92M +$287K +3,233 +11%
US Bancorp
84
US Bancorp
Minnesota
$2.89M +$521K +5,876 +22%
ASN
85
Advisory Services Network
Georgia
$2.81M +$148K +1,668 +6%
AAS
86
Ameritas Advisory Services
Nebraska
$2.8M -$40.4K -454 -1%
PWA
87
PCG Wealth Advisors
Kansas
$2.69M +$127K +1,436 +5%
CA
88
Cetera Advisors
Colorado
$2.65M +$1.1M +12,381 +71%
Renaissance Technologies
89
Renaissance Technologies
New York
$2.52M +$2.52M +28,400 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$1.15M +12,984 +85%
TC
91
Trilogy Capital
California
$2.34M -$174K -1,962 -7%
Jane Street
92
Jane Street
New York
$2.23M -$460K -5,185 -17%
SL
93
SWMG LLC
Texas
$2.12M +$676K +7,618 +47%
AWM
94
AE Wealth Management
Kansas
$2.05M +$2.05M +22,510 New
MWM
95
Meridian Wealth Management
Kentucky
$1.88M +$1.88M +21,237 New
LFAS
96
Level Four Advisory Services
Texas
$1.8M +$1.8M +20,285 New
Mariner
97
Mariner
Kansas
$1.78M +$45K +507 +3%
PIWA
98
Prevail Innovative Wealth Advisors
Kansas
$1.77M +$42.9K +484 +2%
CWM
99
Concentrum Wealth Management
California
$1.76M +$957K +10,786 +119%
CFGS
100
Concourse Financial Group Securities
Alabama
$1.59M +$812K +9,148 +104%
2 3
4
5 6