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Invesco S&P MidCap Quality ETF
XMHQ

287 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 15

181% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 47

87% more funds holding in top 10

Funds holding in top 10: 15 → 28 (+13)

70% more capital invested

Capital invested by funds: $1.88B → $3.21B (+$1.32B)

35% more funds holding

Funds holding: 212 → 287 (+75)

0.49% less ownership

Funds ownership: 73.31% → 72.82% (-0.49%)

Holders
287
Holders Change
+75
Holders Change %
+35.38%
% of All Funds
4.13%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.4%
New
92
Increased
132
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$74.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$64.3M
4
LPL Financial
LPL Financial
California
+$63.5M
5
TC
Trilogy Capital
California
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$78M
2
AssetMark Inc
AssetMark Inc
California
-$46.8M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.9M
4
AWA
Alaska Wealth Advisors
Alaska
-$4.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$4.38M +$832K +8,498 +27%
DIA
102
Dana Investment Advisors
Wisconsin
$4.26M +$2.78M +28,369 +273%
BMCM
103
Burns Matteson Capital Management
New York
$4.25M +$3.26M +33,312 +631%
US Bancorp
104
US Bancorp
Minnesota
$4.21M +$552K +5,633 +17%
SFG
105
Snider Financial Group
Washington
$4.17M +$3.71M +37,851 New
FHC
106
First Heartland Consultants
Missouri
$4.08M +$3.63M +37,111 New
SMC
107
Smith, Moore & Co
Missouri
$4.04M +$61.6K +629 +2%
WWM
108
Western Wealth Management
Colorado
$4.01M +$2.84M +28,963 +388%
PIA
109
Perennial Investment Advisors
California
$3.96M -$447K -4,568 -11%
WIP
110
WealthCare Investment Partners
Rhode Island
$3.91M +$1.74M +17,754 +100%
AI
111
Atria Investments
North Carolina
$3.84M -$322K -3,290 -9%
CBFP
112
Cedar Brook Financial Partners
Ohio
$3.83M +$43.3K +442 +1%
Mariner
113
Mariner
Kansas
$3.79M +$1.4M +14,330 +71%
PWA
114
PCG Wealth Advisors
Kansas
$3.65M +$275K +2,813 +9%
PA
115
PFG Advisors
Arizona
$3.64M +$13.7K +140 +0.4%
PWM
116
Penobscot Wealth Management
Maine
$3.64M -$2.06K -21 -0.1%
GAA
117
Global Assets Advisory
Florida
$3.47M +$37.3M +380,575 New
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$3.43M +$281K +2,869 +10%
TAM
119
Titleist Asset Management
Texas
$3.31M +$2.94M +30,055 New
MFG
120
Merit Financial Group
Georgia
$3.23M +$1.67M +17,094 +124%
WAM
121
WFA Asset Management
Wisconsin
$2.96M +$2.64M +26,934 New
CRI
122
Colonial River Investments
Virginia
$2.69M +$966K +9,868 +68%
KPWS
123
Kestra Private Wealth Services
Texas
$2.69M -$3.05M -31,108 -56%
SL
124
SWMG LLC
Texas
$2.61M -$22.1K -226 -0.9%
PIWA
125
Prevail Innovative Wealth Advisors
Kansas
$2.51M +$286K +2,919 +15%
3 4
5
6 7

XMHQ Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.21B — up 70% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 132 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $78M.

  • 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $3.21B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 70% quarter-over-quarter.
  • 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2024.