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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

Holders
211
Holders Change
+55
Holders Change %
+35.26%
% 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
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
101
Wiser Advisor Group
Arizona
$1.57M +$1.57M +17,716 New
LAS
102
LWM Advisory Services
Florida
$1.57M -$3.37K -38 -0.2%
WIP
103
WealthCare Investment Partners
Rhode Island
$1.57M +$683K +7,756 +77%
JWCA
104
J.W. Cole Advisors
Florida
$1.54M +$1.54M +17,382 New
SPC
105
Sigma Planning Corp
Michigan
$1.43M -$925K -10,423 -39%
Creative Planning
106
Creative Planning
Kansas
$1.43M +$170K +1,916 +14%
GM
107
GeoWealth Management
Illinois
$1.36M +$1.26M +14,260 +1,300%
FCM
108
Family Capital Management
Michigan
$1.36M +$850K +9,582 +168%
NMG
109
New Millennium Group
Utah
$1.35M +$1.35M +15,248 New
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.35M +$812K +9,152 +151%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.34M +$51.2K +577 +4%
EP
112
Eudaimonia Partners
Tennessee
$1.34M +$153K +1,728 +13%
CRI
113
Colonial River Investments
Virginia
$1.3M +$186K +2,102 +17%
Comerica Bank
114
Comerica Bank
Texas
$1.29M +$395K +4,451 +44%
MFG
115
Merit Financial Group
Georgia
$1.22M +$1.22M +13,733 New
NSG
116
Nalls Sherbakoff Group
Tennessee
$1.09M -$31.1K -351 -3%
CAG
117
Csenge Advisory Group
Florida
$1.03M +$1.03M +11,596 New
SPIA
118
Steward Partners Investment Advisory
New York
$934K -$22.7K -256 -2%
DIA
119
Dana Investment Advisors
Wisconsin
$920K +$920K +10,376 New
TFP
120
Traction Financial Partners
Wyoming
$911K +$911K +10,270 New
LWM
121
Lionsbridge Wealth Management
Florida
$844K +$8.52K +96 +1%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$830K +$816K +9,200 +5,714%
DAS
123
Dynamic Advisor Solutions
Arizona
$783K +$308K +3,550 +65%
CW
124
CreativeOne Wealth
Kansas
$748K +$406K +4,570 +119%
AA
125
Advisory Alpha
Michigan
$733K +$26.6K +300 +4%
3 4
5
6 7