Invesco S&P MidCap Quality ETF
XMHQ
125 hedge funds and large institutions have $683M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.
780% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 5
183% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 18
119% more capital invested
Capital invested by funds: $312M → $683M (+$370M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more funds holding
Funds holding: 86 → 125 (+39)
6.03% more ownership
Funds ownership: 63.07% → 69.11% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$67.6M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$48.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$29.3M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$25.1M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$2.12M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.58M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.41M |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.18M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
126
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.12M | -28,531 | Closed |
|
|
WS
127
Wedbush Securities
Los Angeles,
California
| – | -$1.18M | -16,050 | Closed |
|
|
FHA
128
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$500K | -6,820 | Closed |
|
|
APA
129
Astoria Portfolio Advisors
New York
| – | -$262K | -3,610 | Closed |
|
130
UBS Group
Zurich,
Switzerland
| – | -$30.4K | -414 | Closed |
|
XMHQ Hedge Fund Activity: Q2 2023 in Review
125 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2023, worth a combined $683M — up 119% from $312M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 5 closed out — a net gain of 39 holders — while 51 added to existing stakes and 18 trimmed.
The largest buyer was Stifel Financial, adding an estimated $67.6M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $2.12M sold.
- 125 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2023, up from 86 in Q1 2023.
- Funds reported $683M of Invesco S&P MidCap Quality ETF stock for Q2 2023, up 119% quarter-over-quarter.
- 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2023 and 5 closed out, a net change of +39 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q2 2023 was Stifel Financial, an estimated $67.6M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $2.12M sold.
Based on aggregated 13F filings for Q2 2023.