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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

124 hedge funds and large institutions have $682M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+38
Holders Change %
+44.19%
% 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
43
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$84M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.4M
4
CIM
4
Confluence Investment Management
Missouri
$27.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$35.6M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
MCC
2
Money Concepts Capital
Florida
$386K
3
CAN
3
Cetera Advisor Networks
California
$5.65M
4
WS
4
Wedbush Securities
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
101
Perigon Wealth Management
California
$275K +$275K +3,404 New
GAA
102
Global Assets Advisory
Florida
$266K +$266K +3,294 New
HIA
103
Harbor Investment Advisory
Maryland
$265K -$2.42K -30 -0.9%
MA
104
MONECO Advisors
Connecticut
$254K +$254K +3,144 New
FAIM
105
Financial Advocates Investment Management
Washington
$225K -$11.8K -146 -5%
MFWP
106
Mosaic Family Wealth Partners
Missouri
$220K +$220K +2,725 New
BFG
107
Berger Financial Group
Minnesota
$211K +$211K +2,615 New
WA
108
Wambolt & Associates
Colorado
$205K +$205K +2,537 New
AWM
109
Aspire Wealth Management
Massachusetts
$193K +$95.3K +1,181 +98%
CAL
110
Capital Advisors Ltd
Ohio
$120K – – –
GWM
111
Geneos Wealth Management
Colorado
$100K – – –
TFGT
112
TS Financial Group (TSFG)
Illinois
$78K – – –
CT
113
Cambridge Trust
Massachusetts
$28.8K – – –
PTC
114
Private Trust Company
Ohio
$27.3K +$27.3K +338 New
FFA
115
Farther Finance Advisors
California
$21.6K +$9.69K +120 +81%
TLA
116
Tanglewood Legacy Advisors
Texas
$16.1K – – –
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$15.4K – – –
GRP
118
Global Retirement Partners
California
$9.71K – – –
BCMLT
119
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.6K +$9.6K +119 New
RIA
120
Realta Investment Advisors
Delaware
$6.54K +$6.54K +81 New
CFD
121
Creative Financial Designs
Indiana
$4.17K – – –
VWM
122
Venturi Wealth Management
Texas
$1.78K +$1.78K +22 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.7K +$1.7K +21 New
BWL
124
Bogart Wealth LLC
Virginia
$404 – – –
AAS
125
Ameritas Advisory Services
Nebraska
– -$2.12M -28,531 Closed
2 3 4
5
6