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Invesco S&P MidCap Quality ETF

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DFA
101
DHJJ Financial Advisors
Illinois
$5.64M +$346K +3,374 +7%
MWM
102
Meridian Wealth Management
Kentucky
$5.6M +$1.87M +18,241 +50%
KA
103
Kovack Advisors
Florida
$5.58M -$1.86M -18,114 -25%
CTC
104
Central Trust Company
Missouri
$5.27M +$596K +5,812 +13%
WIP
105
WealthCare Investment Partners
Rhode Island
$5.2M +$821K +8,085 +19%
AWG
106
Altus Wealth Group
Colorado
$5.17M +$981K +9,568 +23%
WIA
107
World Investment Advisors
California
$5.13M +$2.74M +26,708 +115%
SPC
108
Sigma Planning Corp
Michigan
$5.12M -$1.2M -11,697 -19%
ACA
109
Aspire Capital Advisors
Washington
$4.97M +$135K +1,316 +3%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M +$991K +9,661 +25%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$4.85M -$3.21M -31,304 -40%
PWA
112
PCG Wealth Advisors
Kansas
$4.83M +$533K +5,199 +12%
US Bancorp
113
US Bancorp
Minnesota
$4.81M +$536K +5,224 +13%
TA
114
TrueWealth Advisors
Alabama
$4.79M +$4.79M +46,651 New
MAC
115
Mason & Associates (California)
California
$4.78M -$352K -3,428 -7%
PA
116
PSI Advisors
Florida
$4.64M +$98.8K +963 +2%
HI
117
Harbour Investments
Wisconsin
$4.61M -$266K -2,590 -5%
Mariner
118
Mariner
Kansas
$4.47M +$54.7K +533 +1%
TPA
119
Trivium Point Advisory
Connecticut
$4.45M +$2.64M +25,165 +145%
WWM
120
Western Wealth Management
Colorado
$4.42M +$616K +6,009 +16%
ASN
121
Advisory Services Network
Georgia
$4.36M
GVAG
122
Great Valley Advisor Group
Delaware
$4.33M -$1.18M -11,479 -21%
LOIP
123
Live Oak Investment Partners
Texas
$4.32M -$3.96M
PIWA
124
Prevail Innovative Wealth Advisors
Kansas
$4.23M +$1.67M +16,291 +65%
AAS
125
Ameritas Advisory Services
Nebraska
$4.21M +$189K +1,842 +5%