We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Secure Asset Management
Michigan
$8.97M +$931K +8,994 +11%
JAG
77
Journey Advisory Group
Kentucky
$8.8M – – –
NW
78
NewEdge Wealth
Pennsylvania
$8.8M +$8.62M +83,218 +1,345%
LFAS
79
Level Four Advisory Services
Texas
$8.72M +$577K +5,574 +7%
MFG
80
Merit Financial Group
Georgia
$8.53M +$5.07M +48,985 +130%
AWS
81
Aspen Wealth Strategies
Colorado
$8.48M +$582K +5,621 +7%
SO
82
Sierra Ocean
California
$8.45M +$8.88M +85,796 New
PPW
83
Pasadena Private Wealth
California
$8.01M +$8.42M +81,301 New
CFGS
84
Concourse Financial Group Securities
Alabama
$8M +$1.36M +13,128 +21%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.77M +$3.2M +30,873 +64%
LWM
86
Lighthouse Wealth Management
Ohio
$7.61M +$8M +77,269 New
NIA
87
NBZ Investment Advisors
Tennessee
$7.52M +$7.91M +76,374 New
BWA
88
Boulder Wealth Advisors
Colorado
$7.47M +$97.5K +942 +1%
CWM
89
Cornerstone Wealth Management
Missouri
$7.45M +$478K +4,614 +6%
DC
90
Dahring Cusmano
Michigan
$7.38M +$7.76M +74,960 New
TWC
91
TD Waterhouse Canada
Ontario, Canada
$7.33M +$7.72M +74,557 New
PWP
92
Principle Wealth Partners
Connecticut
$7.31M -$8.59K -83 -0.1%
IWM
93
IHT Wealth Management
Illinois
$7.25M -$392K -3,789 -5%
CPL
94
Corecam Pte Ltd
$7.2M +$7.57M +73,150 New
PIWA
95
Prevail Innovative Wealth Advisors
Kansas
$6.95M +$3.04M +29,338 +71%
SSB
96
Sandy Spring Bank
Maryland
$6.92M +$7.28M +70,271 New
T
97
Tableaux
Massachusetts
$6.74M +$7.08M +68,403 New
MWM
98
Modern Wealth Management
Kansas
$6.73M +$7.07M +68,314 New
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$6.64M +$1.27M +12,254 +22%
MWA
100
MFA Wealth Advisors
Pennsylvania
$6.47M +$359K +3,466 +6%
2 3
4
5 6

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.