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Invesco S&P MidCap Quality ETF
XMHQ

212 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
101
Wiser Advisor Group
Arizona
$1.57M +$1.46M +17,716 New
LAS
102
LWM Advisory Services
Florida
$1.57M -$3.12K -38 -0.2%
WIP
103
WealthCare Investment Partners
Rhode Island
$1.57M +$637K +7,756 +77%
JWCA
104
J.W. Cole Advisors
Florida
$1.54M +$1.43M +17,382 New
SPC
105
Sigma Planning Corp
Michigan
$1.43M -$856K -10,423 -39%
Creative Planning
106
Creative Planning
Kansas
$1.43M +$157K +1,916 +14%
GM
107
GeoWealth Management
Illinois
$1.36M +$1.17M +14,260 +1,300%
FCM
108
Family Capital Management
Michigan
$1.36M +$787K +9,582 +168%
NMG
109
New Millennium Group
Utah
$1.35M +$1.25M +15,248 New
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.35M +$752K +9,152 +151%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.34M +$47.4K +577 +4%
EP
112
Eudaimonia Partners
Tennessee
$1.34M +$142K +1,728 +13%
CRI
113
Colonial River Investments
Virginia
$1.3M +$173K +2,102 +17%
Comerica Bank
114
Comerica Bank
Texas
$1.29M +$366K +4,451 +44%
MFG
115
Merit Financial Group
Georgia
$1.22M +$1.13M +13,733 New
NSG
116
Nalls Sherbakoff Group
Tennessee
$1.09M -$28.8K -351 -3%
CAG
117
Csenge Advisory Group
Florida
$1.03M +$953K +11,596 New
SPIA
118
Steward Partners Investment Advisory
New York
$934K -$21K -256 -2%
DIA
119
Dana Investment Advisors
Wisconsin
$920K +$852K +10,376 New
TFP
120
Traction Financial Partners
Wyoming
$911K +$844K +10,270 New
LWM
121
Lionsbridge Wealth Management
Florida
$844K +$7.89K +96 +1%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$830K +$756K +9,200 +5,714%
DAS
123
Dynamic Advisor Solutions
Arizona
$783K +$292K +3,550 +65%
CW
124
CreativeOne Wealth
Kansas
$748K +$375K +4,570 +119%
AA
125
Advisory Alpha
Michigan
$733K +$24.6K +300 +4%
3 4
5
6 7

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.