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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
156
Holders Change
+32
Holders Change %
+25.81%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
2
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
101
Western Wealth Management
Colorado
$565K +$565K +7,014 New
BOM
102
Bank of Marin
California
$554K – – –
BCG
103
Breakwater Capital Group
New Jersey
$518K +$518K +6,683 New
RG
104
Retirement Group
California
$511K +$113K +1,399 +28%
WMWM
105
Whitaker-Myers Wealth Managers
Ohio
$492K +$48.3K +600 +11%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$489K +$489K +6,068 New
Wells Fargo
107
Wells Fargo
California
$474K -$216K -2,686 -31%
FCM
108
Family Capital Management
Michigan
$460K +$460K +5,712 New
Goldman Sachs
109
Goldman Sachs
New York
$446K – – –
IAG
110
Investmark Advisory Group
Connecticut
$441K – – –
DAS
111
Dynamic Advisor Solutions
Arizona
$441K -$31.5K -391 -7%
UWPG
112
Ullmann Wealth Partners Group
Florida
$421K +$322 +4 +0.1%
AWA
113
Arkadios Wealth Advisors
Georgia
$390K +$68.5K +851 +21%
MCC
114
Money Concepts Capital
Florida
$376K -$9.02K -112 -2%
KWM
115
Kingsview Wealth Management
Oregon
$374K +$374K +4,642 New
LCGC
116
Legacy Capital Group California
California
$326K +$326K +4,045 New
WS
117
Wedbush Securities
California
$319K +$319K +3,955 New
Truist Financial
118
Truist Financial
North Carolina
$319K +$43K +534 +16%
CW
119
CreativeOne Wealth
Kansas
$311K +$311K +3,856 New
MF
120
Meridian Financial
Massachusetts
$305K -$4.75K -59 -2%
MA
121
MONECO Advisors
Connecticut
$297K +$44.1K +547 +17%
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$293K +$293K +3,636 New
KDA
123
Kraft Davis & Associates
Missouri
$292K – – –
AWM
124
Avior Wealth Management
Nebraska
$290K +$290K +3,604 New
PCIA
125
Prime Capital Investment Advisors
Kansas
$286K +$7.17K +89 +3%
3 4
5
6 7