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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
76
Great Valley Advisor Group
Delaware
$6.98M +$876K +7,962 +14%
MWA
77
MFA Wealth Advisors
Pennsylvania
$6.97M +$6.97M +63,329 New
LOIM
78
Liberty One Investment Management
Illinois
$6.95M +$6.95M +63,159 New
APWM
79
Atlas Private Wealth Management
New York
$6.68M +$470K +4,272 +8%
VWA
80
Visionary Wealth Advisors
Illinois
$6.63M +$92.2K +838 +1%
CWP
81
Concord Wealth Partners
Virginia
$6.52M -$807K -7,330 -11%
UWM
82
USAdvisors Wealth Management
Minnesota
$6.52M +$881K +8,024 +16%
SPC
83
Sigma Planning Corp
Michigan
$6.06M +$4.28M +38,903 +241%
CAMV
84
Concord Asset Management (Virginia)
Virginia
$6.03M -$737K -6,693 -11%
Jane Street
85
Jane Street
New York
$5.92M +$3.15M +28,586 +114%
TFS
86
Thoroughbred Financial Services
Tennessee
$5.74M +$299K +2,717 +5%
EE
87
EWG Elevate
California
$5.7M +$5.7M +51,782 New
AWP
88
Avid Wealth Partners
Texas
$5.6M -$3.78M -34,333 -40%
BEI
89
Benjamin Edwards Inc
Missouri
$5.51M +$229K +2,085 +4%
Envestnet Portfolio Solutions
90
Envestnet Portfolio Solutions
Illinois
$5.41M +$3.74M +33,957 +223%
KAS
91
Kestra Advisory Services
Texas
$5.32M +$1.3M +11,818 +32%
MAC
92
Mason & Associates (California)
California
$5.25M +$5.25M +47,662 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$5M +$5M +45,310 New
ACA
94
Aspire Capital Advisors
Washington
$4.89M +$4.89M +44,462 New
HI
95
Harbour Investments
Wisconsin
$4.73M +$641K +5,821 +16%
CFGS
96
Concourse Financial Group Securities
Alabama
$4.65M +$2.68M +24,346 +136%
CTC
97
Central Trust Company
Missouri
$4.58M -$66.6K -605 -1%
PA
98
PSI Advisors
Florida
$4.56M +$5.28K +48 +0.1%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$4.52M +$731K +6,639 +19%
ASN
100
Advisory Services Network
Georgia
$4.45M +$962K +8,738 +28%
2 3
4
5 6