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Invesco S&P MidCap Quality ETF
XMHQ

212 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, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% 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
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$3.29M +$1.33M +16,152 +77%
KAS
77
Kestra Advisory Services
Texas
$3.24M +$1.53M +18,655 +104%
SMC
78
Smith, Moore & Co
Missouri
$3.2M +$2.97M +36,123 New
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$3.05M +$885K +10,768 +46%
CBFP
80
Cedar Brook Financial Partners
Ohio
$3.04M +$102K +1,238 +4%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.95M +$2.73M +33,237 New
PWM
82
Penobscot Wealth Management
Maine
$2.94M +$117K +1,420 +4%
PA
83
PFG Advisors
Arizona
$2.92M +$266K +3,233 +11%
US Bancorp
84
US Bancorp
Minnesota
$2.89M +$483K +5,876 +22%
ASN
85
Advisory Services Network
Georgia
$2.81M +$137K +1,668 +6%
AAS
86
Ameritas Advisory Services
Nebraska
$2.8M -$37.3K -454 -1%
PWA
87
PCG Wealth Advisors
Kansas
$2.69M +$118K +1,436 +5%
CA
88
Cetera Advisors
Colorado
$2.65M +$1.02M +12,381 +71%
Renaissance Technologies
89
Renaissance Technologies
New York
$2.52M +$2.33M +28,400 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$1.07M +12,984 +85%
TC
91
Trilogy Capital
California
$2.34M -$161K -1,962 -7%
Jane Street
92
Jane Street
New York
$2.23M -$426K -5,185 -17%
SL
93
SWMG LLC
Texas
$2.12M +$626K +7,618 +47%
AWM
94
AE Wealth Management
Kansas
$2.05M +$1.85M +22,510 New
MWM
95
Meridian Wealth Management
Kentucky
$1.88M +$1.74M +21,237 New
LFAS
96
Level Four Advisory Services
Texas
$1.8M +$1.67M +20,285 New
Mariner
97
Mariner
Kansas
$1.78M +$41.6K +507 +3%
PIWA
98
Prevail Innovative Wealth Advisors
Kansas
$1.77M +$39.8K +484 +2%
CWM
99
Concentrum Wealth Management
California
$1.76M +$886K +10,786 +119%
CFGS
100
Concourse Financial Group Securities
Alabama
$1.59M +$751K +9,148 +104%
2 3
4
5 6

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.