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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
76
Hunter Associates Investment Management
Pennsylvania
$8.14M +$882K +8,904 +13%
JP Morgan Chase
77
JP Morgan Chase
New York
$8.11M -$5.09M -51,399 -39%
IWM
78
IHT Wealth Management
Illinois
$7.94M +$344K +3,470 +5%
SWM
79
Sagace Wealth Management
Florida
$7.74M +$1.85M +18,651 +34%
BWA
80
Boulder Wealth Advisors
Colorado
$7.69M +$444K +4,479 +6%
PWP
81
Principle Wealth Partners
Connecticut
$7.62M -$30.4K -307 -0.4%
BCI
82
Brinker Capital Investments
Pennsylvania
$7.59M +$6.96M +70,275 +1,876%
OPS
83
Orion Portfolio Solutions
Nebraska
$7.59M +$6.96M +70,275 +1,876%
CWM
84
Cornerstone Wealth Management
Missouri
$7.29M +$930K +9,387 +15%
WWA
85
WCG Wealth Advisors
Nevada
$7.26M +$7.01M +70,754 New
TA
86
TruWealth Advisors
Louisiana
$6.98M +$548K +5,536 +9%
UWM
87
USAdvisors Wealth Management
Minnesota
$6.71M +$349K +3,528 +6%
CFGS
88
Concourse Financial Group Securities
Alabama
$6.55M +$1.27M +12,830 +25%
MWA
89
MFA Wealth Advisors
Pennsylvania
$6.38M +$44.4K +448 +0.7%
RWA
90
Redhawk Wealth Advisors
Minnesota
$6.35M -$5.73M -57,880 -48%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$6.32M +$1.74M +17,574 +40%
VWA
92
Visionary Wealth Advisors
Illinois
$6.29M -$176K -1,780 -3%
LOIM
93
Liberty One Investment Management
Illinois
$6.25M -$15K -151 -0.2%
CWP
94
Concord Wealth Partners
Virginia
$6.19M +$260K +2,628 +5%
PS
95
Principal Securities
Iowa
$6.09M +$2.42M +24,467 +70%
BMCM
96
Burns Matteson Capital Management
New York
$6.02M +$430K +4,346 +8%
ZIMP
97
Zimmermann Investment Management & Planning
Pennsylvania
$5.98M -$3.48M -35,150 -38%
CAMV
98
Concord Asset Management (Virginia)
Virginia
$5.96M +$357K +3,608 +7%
OBWG
99
Onyx Bridge Wealth Group
New York
$5.8M +$5.6M +56,570 New
WAP
100
Wealthcare Advisory Partners
Pennsylvania
$5.66M +$502K +5,068 +10%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.