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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$526M
2
Morgan Stanley
2
Morgan Stanley
New York
$215M
3
IAA
3
Independent Advisor Alliance
North Carolina
$23.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$82.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$38.1M

Top Sellers

1
GLA
1
Good Life Advisors
Pennsylvania
$15.7M
2
GF
2
GGM Financials
Ohio
$2.2M
3
AWM
3
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$382K
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
101
Alaska Wealth Advisors
Alaska
$6.45M -$5.01M -50,847 -44%
SA
102
Sovran Advisors
California
$6.4M +$6.4M +64,336 New
RWA
103
Redhawk Wealth Advisors
Minnesota
$6.29M +$195K +1,984 +3%
VWA
104
Visionary Wealth Advisors
Illinois
$6.26M +$220K +2,236 +4%
CCG
105
Cypress Capital Group
Florida
$6.07M -$1.9M -19,264 -24%
PS
106
Principal Securities
Iowa
$6.01M +$160K +1,627 +3%
DFA
107
DHJJ Financial Advisors
Illinois
$5.97M +$555K +5,635 +10%
LOIM
108
Liberty One Investment Management
Illinois
$5.78M -$216K -2,196 -4%
CTC
109
Central Trust Company
Missouri
$5.53M +$469K +4,762 +9%
BMCM
110
Burns Matteson Capital Management
New York
$5.53M -$250K -2,538 -4%
KA
111
Kovack Advisors
Florida
$5.53M +$171K +1,739 +3%
WIP
112
WealthCare Investment Partners
Rhode Island
$5.51M +$473K +4,801 +9%
ASN
113
Advisory Services Network
Georgia
$5.48M +$1.05M +10,665 +24%
MAC
114
Mason & Associates (California)
California
$5.34M +$748K +7,592 +16%
CWP
115
Concord Wealth Partners
Virginia
$5.34M -$610K -6,191 -10%
MWM
116
Meridian Wealth Management
Kentucky
$5.29M -$90K -914 -2%
TA
117
TrueWealth Advisors
Alabama
$5.26M +$666K +6,764 +14%
AWG
118
Altus Wealth Group
Colorado
$5.24M +$276K +2,804 +6%
WIA
119
World Investment Advisors
California
$5.19M +$268K +2,720 +5%
Mariner
120
Mariner
Kansas
$5.18M +$890K +9,042 +21%
SPC
121
Sigma Planning Corp
Michigan
$5.1M +$179K +1,817 +4%
CAMV
122
Concord Asset Management (Virginia)
Virginia
$5.09M -$629K -6,391 -11%
PIA
123
Perennial Investment Advisors
California
$5.02M +$1.14M +11,545 +29%
ACA
124
Aspire Capital Advisors
Washington
$5.01M +$240K +2,442 +5%
PWA
125
PCG Wealth Advisors
Kansas
$5.01M +$376K +3,821 +8%
3 4
5
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