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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
101
DHJJ Financial Advisors
Illinois
$5.64M +$334K +3,374 +7%
MWM
102
Meridian Wealth Management
Kentucky
$5.6M +$1.81M +18,241 +50%
KA
103
Kovack Advisors
Florida
$5.58M -$1.79M -18,114 -25%
CTC
104
Central Trust Company
Missouri
$5.27M +$576K +5,812 +13%
WIP
105
WealthCare Investment Partners
Rhode Island
$5.2M +$801K +8,085 +19%
AWG
106
Altus Wealth Group
Colorado
$5.17M +$948K +9,568 +23%
WIA
107
World Investment Advisors
California
$5.13M +$2.65M +26,708 +115%
SPC
108
Sigma Planning Corp
Michigan
$5.12M -$1.16M -11,697 -19%
ACA
109
Aspire Capital Advisors
Washington
$4.97M +$130K +1,316 +3%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.93M +$957K +9,661 +25%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$4.85M -$3.1M -31,304 -40%
PWA
112
PCG Wealth Advisors
Kansas
$4.83M +$515K +5,199 +12%
US Bancorp
113
US Bancorp
Minnesota
$4.81M +$517K +5,224 +13%
TA
114
TrueWealth Advisors
Alabama
$4.79M +$4.62M +46,651 New
MAC
115
Mason & Associates (California)
California
$4.78M -$339K -3,428 -7%
PA
116
PSI Advisors
Florida
$4.64M +$95.4K +963 +2%
HI
117
Harbour Investments
Wisconsin
$4.61M -$256K -2,590 -5%
Mariner
118
Mariner
Kansas
$4.47M +$52.8K +533 +1%
TPA
119
Trivium Point Advisory
Connecticut
$4.45M +$2.49M +25,165 +145%
WWM
120
Western Wealth Management
Colorado
$4.42M +$595K +6,009 +16%
ASN
121
Advisory Services Network
Georgia
$4.36M
GVAG
122
Great Valley Advisor Group
Delaware
$4.33M -$1.14M -11,479 -21%
LOIP
123
Live Oak Investment Partners
Texas
$4.32M
PIWA
124
Prevail Innovative Wealth Advisors
Kansas
$4.23M +$1.61M +16,291 +65%
AAS
125
Ameritas Advisory Services
Nebraska
$4.21M +$182K +1,842 +5%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.