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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.5%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$447M
2
AAS
2
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
4
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$59K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$364K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$4.79M +$4.73M +48,778 +8,439%
HI
102
Harbour Investments
Wisconsin
$4.61M +$445K +4,588 +11%
ACA
103
Aspire Capital Advisors
Washington
$4.58M +$262K +2,697 +6%
BEI
104
Benjamin Edwards Inc
Missouri
$4.53M -$327K -3,365 -7%
CTC
105
Central Trust Company
Missouri
$4.43M +$389K +4,009 +10%
ASN
106
Advisory Services Network
Georgia
$4.36M +$437K +4,505 +11%
OCM
107
One Capital Management
California
$4.31M +$2.92M +30,102 +210%
PA
108
PSI Advisors
Florida
$4.3M +$275K +2,832 +7%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$4.28M +$1.26M +12,940 +41%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$4.27M +$4.27M +43,999 New
WIP
111
WealthCare Investment Partners
Rhode Island
$4.19M +$738K +7,604 +21%
Mariner
112
Mariner
Kansas
$4.17M +$835K +8,608 +25%
PWA
113
PCG Wealth Advisors
Kansas
$4.06M +$841K +8,670 +26%
US Bancorp
114
US Bancorp
Minnesota
$4.04M +$332K +3,423 +9%
IGWM
115
ICA Group Wealth Management
Colorado
$3.96M -$7.01M -72,195 -64%
AWG
116
Altus Wealth Group
Colorado
$3.96M +$1.89M +19,462 +91%
LOIP
117
Live Oak Investment Partners
Texas
$3.96M – – –
AAS
118
Ameritas Advisory Services
Nebraska
$3.81M -$71.4K -736 -2%
SFG
119
Snider Financial Group
Washington
$3.73M +$54.7K +564 +1%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73M +$3.12M +32,108 +511%
MFG
121
Merit Financial Group
Georgia
$3.67M +$675K +6,956 +23%
PIA
122
Perennial Investment Advisors
California
$3.62M +$136K +1,403 +4%
WWM
123
Western Wealth Management
Colorado
$3.6M +$66.9K +689 +2%
PA
124
PFG Advisors
Arizona
$3.58M +$364K +3,753 +11%
SMC
125
Smith, Moore & Co
Missouri
$3.57M +$3.01K +31 +0.1%
3 4
5
6 7