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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.5%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$447M
2
AAS
2
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
4
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$59K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$364K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$7.18M +$85.8K +884 +1%
LFAS
77
Level Four Advisory Services
Texas
$7.14M +$5.17M +53,250 +263%
KA
78
Kovack Advisors
Florida
$7.04M +$7.04M +72,528 New
BWA
79
Boulder Wealth Advisors
Colorado
$6.84M +$221K +2,278 +3%
HAIM
80
Hunter Associates Investment Management
Pennsylvania
$6.84M +$258K +2,659 +4%
TFS
81
Thoroughbred Financial Services
Tennessee
$6.45M +$1.38M +14,273 +27%
VWA
82
Visionary Wealth Advisors
Illinois
$6.12M +$278K +2,869 +5%
TA
83
TruWealth Advisors
Louisiana
$6.06M +$5.87M +60,543 +3,150%
UWM
84
USAdvisors Wealth Management
Minnesota
$6.01M +$248K +2,551 +4%
MWA
85
MFA Wealth Advisors
Pennsylvania
$6M -$149K -1,540 -2%
CWM
86
Cornerstone Wealth Management
Missouri
$5.98M +$5.48M +56,433 +1,082%
SPC
87
Sigma Planning Corp
Michigan
$5.98M +$638K +6,573 +12%
LOIM
88
Liberty One Investment Management
Illinois
$5.92M -$206K -2,124 -3%
CWP
89
Concord Wealth Partners
Virginia
$5.6M -$148K -1,524 -3%
SWM
90
Sagace Wealth Management
Florida
$5.56M +$5.56M +55,408 New
KPWS
91
Kestra Private Wealth Services
Texas
$5.54M +$3.17M +32,706 +134%
CAMV
92
Concord Asset Management (Virginia)
Virginia
$5.29M -$32.2K -332 -0.6%
BMCM
93
Burns Matteson Capital Management
New York
$5.27M +$1.53M +15,766 +41%
GVAG
94
Great Valley Advisor Group
Delaware
$5.21M -$942K -9,708 -15%
AWP
95
Avid Wealth Partners
Texas
$5.21M +$273K +2,810 +6%
DFA
96
DHJJ Financial Advisors
Illinois
$5.01M +$5.01M +51,613 New
CFGS
97
Concourse Financial Group Securities
Alabama
$4.95M +$852K +8,781 +21%
SPIA
98
Steward Partners Investment Advisory
New York
$4.88M +$4.25M +43,791 +670%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$4.87M +$880K +9,072 +22%
MAC
100
Mason & Associates (California)
California
$4.86M +$231K +2,380 +5%
2 3
4
5 6