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Invesco S&P MidCap Quality ETF

125 hedge funds and large institutions have $683M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

183% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 18

119% more capital invested

Capital invested by funds: $312M → $683M (+$370M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more funds holding

Funds holding: 86125 (+39)

6.03% more ownership

Funds ownership: 63.07%69.11% (+6%)

Holders
125
Holders Change
+39
Holders Change %
+45.35%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
44
Increased
51
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$276K -$59.6K -797 -19%
PWM
102
Perigon Wealth Management
California
$275K +$255K +3,404 New
GAA
103
Global Assets Advisory
Florida
$266K +$246K +3,294 New
HIA
104
Harbor Investment Advisory
Maryland
$265K -$2.24K -30 -0.9%
MA
105
MONECO Advisors
Connecticut
$254K +$235K +3,144 New
FAIM
106
Financial Advocates Investment Management
Washington
$225K -$10.9K -146 -5%
MFWP
107
Mosaic Family Wealth Partners
Missouri
$220K +$204K +2,725 New
BFG
108
Berger Financial Group
Minnesota
$211K +$196K +2,615 New
WA
109
Wambolt & Associates
Colorado
$205K +$190K +2,537 New
AWM
110
Aspire Wealth Management
Massachusetts
$193K +$88.3K +1,181 +98%
CAL
111
Capital Advisors Ltd
Ohio
$120K
GWM
112
Geneos Wealth Management
Colorado
$100K
TFGT
113
TS Financial Group (TSFG)
Illinois
$78K
CT
114
Cambridge Trust
Massachusetts
$28.8K
PTC
115
Private Trust Company
Ohio
$27.3K +$25.3K +338 New
FFA
116
Farther Finance Advisors
California
$21.6K +$8.97K +120 +81%
TLA
117
Tanglewood Legacy Advisors
Texas
$16.1K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$15.4K
GRP
119
Global Retirement Partners
California
$9.71K
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.6K +$8.9K +119 New
RIA
121
Realta Investment Advisors
Delaware
$6.54K +$6.06K +81 New
CFD
122
Creative Financial Designs
Indiana
$4.17K
VWM
123
Venturi Wealth Management
Texas
$1.78K +$1.65K +22 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.7K +$1.57K +21 New
BWL
125
Bogart Wealth LLC
Virginia
$404

XMHQ Hedge Fund Activity: Q2 2023 in Review

125 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2023, worth a combined $683M — up 119% from $312M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 5 closed out — a net gain of 39 holders — while 51 added to existing stakes and 18 trimmed.

The largest buyer was Stifel Financial, adding an estimated $67.6M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $2.12M sold.

  • 125 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2023, up from 86 in Q1 2023.
  • Funds reported $683M of Invesco S&P MidCap Quality ETF stock for Q2 2023, up 119% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2023 and 5 closed out, a net change of +39 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2023 was Stifel Financial, an estimated $67.6M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2023.