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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Ameritas Advisory Services
Nebraska
$4.38M +$932K +8,498 +27%
DIA
102
Dana Investment Advisors
Wisconsin
$4.26M +$3.12M +28,369 +273%
BMCM
103
Burns Matteson Capital Management
New York
$4.25M +$3.67M +33,312 +631%
US Bancorp
104
US Bancorp
Minnesota
$4.21M +$620K +5,633 +17%
SFG
105
Snider Financial Group
Washington
$4.17M +$4.17M +37,851 New
FHC
106
First Heartland Consultants
Missouri
$4.08M +$4.08M +37,111 New
SMC
107
Smith, Moore & Co
Missouri
$4.04M +$69.2K +629 +2%
WWM
108
Western Wealth Management
Colorado
$4.01M +$3.19M +28,963 +388%
PIA
109
Perennial Investment Advisors
California
$3.96M -$503K -4,568 -11%
WIP
110
WealthCare Investment Partners
Rhode Island
$3.91M +$1.95M +17,754 +100%
AI
111
Atria Investments
North Carolina
$3.84M -$362K -3,290 -9%
CBFP
112
Cedar Brook Financial Partners
Ohio
$3.83M +$48.6K +442 +1%
Mariner
113
Mariner
Kansas
$3.79M +$1.58M +14,330 +71%
PWA
114
PCG Wealth Advisors
Kansas
$3.65M +$310K +2,813 +9%
PA
115
PFG Advisors
Arizona
$3.64M +$15.4K +140 +0.4%
PWM
116
Penobscot Wealth Management
Maine
$3.64M -$2.31K -21 -0.1%
GAA
117
Global Assets Advisory
Florida
$3.47M +$3.47M +380,575 New
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$3.43M +$316K +2,869 +10%
TAM
119
Titleist Asset Management
Texas
$3.31M +$3.31M +30,055 New
MFG
120
Merit Financial Group
Georgia
$3.23M +$1.79M +17,094 +124%
WAM
121
WFA Asset Management
Wisconsin
$2.96M +$2.96M +26,934 New
CRI
122
Colonial River Investments
Virginia
$2.69M +$1.09M +9,868 +68%
KPWS
123
Kestra Private Wealth Services
Texas
$2.69M -$3.42M -31,108 -56%
SL
124
SWMG LLC
Texas
$2.61M -$24.9K -226 -0.9%
PIWA
125
Prevail Innovative Wealth Advisors
Kansas
$2.51M +$321K +2,919 +15%
3 4
5
6 7