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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$526M
2
Morgan Stanley
2
Morgan Stanley
New York
$215M
3
IAA
3
Independent Advisor Alliance
North Carolina
$23.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$82.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$38.1M

Top Sellers

1
GLA
1
Good Life Advisors
Pennsylvania
$15.7M
2
GF
2
GGM Financials
Ohio
$2.2M
3
AWM
3
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$382K
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JAG
76
Journey Advisory Group
Kentucky
$8.8M – – –
NW
77
NewEdge Wealth
Pennsylvania
$8.8M +$8.19M +83,218 +1,345%
LFAS
78
Level Four Advisory Services
Texas
$8.72M +$549K +5,574 +7%
MFG
79
Merit Financial Group
Georgia
$8.53M +$4.82M +48,985 +130%
AWS
80
Aspen Wealth Strategies
Colorado
$8.48M +$553K +5,621 +7%
SO
81
Sierra Ocean
California
$8.45M +$8.45M +85,796 New
PPW
82
Pasadena Private Wealth
California
$8.01M +$8.01M +81,301 New
CFGS
83
Concourse Financial Group Securities
Alabama
$8M +$1.36M +13,128 +21%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.77M +$3.04M +30,873 +64%
LWM
85
Lighthouse Wealth Management
Ohio
$7.61M +$7.61M +77,269 New
NIA
86
NBZ Investment Advisors
Tennessee
$7.52M +$7.52M +76,374 New
BWA
87
Boulder Wealth Advisors
Colorado
$7.47M +$92.8K +942 +1%
CWM
88
Cornerstone Wealth Management
Missouri
$7.45M +$454K +4,614 +6%
DC
89
Dahring Cusmano
Michigan
$7.38M +$7.38M +74,960 New
TWC
90
TD Waterhouse Canada
Ontario, Canada
$7.33M +$7.33M +74,557 New
PWP
91
Principle Wealth Partners
Connecticut
$7.31M -$8.17K -83 -0.1%
IWM
92
IHT Wealth Management
Illinois
$7.25M -$373K -3,789 -5%
PIWA
93
Prevail Innovative Wealth Advisors
Kansas
$6.95M +$2.89M +29,338 +71%
SSB
94
Sandy Spring Bank
Maryland
$6.92M +$6.92M +70,271 New
T
95
Tableaux
Massachusetts
$6.74M +$6.74M +68,403 New
MWM
96
Modern Wealth Management
Kansas
$6.73M +$6.73M +68,314 New
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$6.64M +$1.21M +12,254 +22%
MWA
98
MFA Wealth Advisors
Pennsylvania
$6.47M +$341K +3,466 +6%
UWM
99
USAdvisors Wealth Management
Minnesota
$6.46M +$5.32K +54 +0.1%
IP
100
Integras Partners
Georgia
$6.45M +$6.45M +65,492 New
2 3
4
5 6