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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$199M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
MIH
2
Meitav Investment House
Israel
$0
3
APCM
3
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
4
Avior Wealth Management
Nebraska
$16.4M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
76
Hunter Associates Investment Management
Pennsylvania
$8.14M +$914K +8,904 +13%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$8.11M -$5.27M -51,399 -39%
IWM
78
IHT Wealth Management
Illinois
$7.94M +$356K +3,470 +5%
SWM
79
Sagace Wealth Management
Florida
$7.74M +$1.95M +18,651 +34%
BWA
80
Boulder Wealth Advisors
Colorado
$7.69M +$459K +4,479 +6%
PWP
81
Principle Wealth Partners
Connecticut
$7.62M -$31.5K -307 -0.4%
OPS
82
Orion Portfolio Solutions
Nebraska
$7.59M +$7.21M +70,275 +1,876%
BCI
83
Brinker Capital Investments
Pennsylvania
$7.59M +$7.21M +70,275 +1,876%
CWM
84
Cornerstone Wealth Management
Missouri
$7.29M +$963K +9,387 +15%
WWA
85
WCG Wealth Advisors
Nevada
$7.26M +$7.26M +70,754 New
TA
86
TruWealth Advisors
Louisiana
$6.98M +$568K +5,536 +9%
UWM
87
USAdvisors Wealth Management
Minnesota
$6.71M +$361K +3,528 +6%
CFGS
88
Concourse Financial Group Securities
Alabama
$6.55M +$1.32M +12,830 +25%
MWA
89
MFA Wealth Advisors
Pennsylvania
$6.38M +$46K +448 +0.7%
RWA
90
Redhawk Wealth Advisors
Minnesota
$6.35M -$5.94M -57,880 -48%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$6.32M +$1.8M +17,574 +40%
VWA
92
Visionary Wealth Advisors
Illinois
$6.29M -$183K -1,780 -3%
LOIM
93
Liberty One Investment Management
Illinois
$6.25M -$15.5K -151 -0.2%
CWP
94
Concord Wealth Partners
Virginia
$6.19M +$270K +2,628 +5%
PS
95
Principal Securities
Iowa
$6.09M +$2.51M +24,467 +70%
BMCM
96
Burns Matteson Capital Management
New York
$6.02M +$446K +4,346 +8%
ZIMP
97
Zimmermann Investment Management & Planning
Pennsylvania
$5.98M -$3.61M -35,150 -38%
CAMV
98
Concord Asset Management (Virginia)
Virginia
$5.96M +$370K +3,608 +7%
OBWG
99
Onyx Bridge Wealth Group
New York
$5.8M +$5.8M +56,570 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$5.66M +$520K +5,068 +10%
2 3
4
5 6