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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+32
Holders Change %
+25.81%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$143M
2
APCM
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$0
5
USCWA
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
126
MGO One Seven
Ohio
$282K +$282K +3,498 New
GAA
127
Global Assets Advisory
Florida
$281K +$15.3K +190 +6%
PWM
128
Perigon Wealth Management
California
$274K – – –
IA
129
IFP Advisors
Florida
$268K +$268K +3,323 New
HIA
130
Harbor Investment Advisory
Maryland
$263K -$1.21K -15 -0.5%
BFG
131
Berger Financial Group
Minnesota
$256K +$45.5K +565 +22%
AWM
132
Aspire Wealth Management
Massachusetts
$232K +$39.5K +490 +21%
FAIM
133
Financial Advocates Investment Management
Washington
$224K -$403 -5 -0.2%
FFL
134
Financial Freedom LLC
Ohio
$199K +$199K +2,469 New
CF
135
Centaurus Financial
California
$195K +$195K +2,418 New
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K +$167K +2,078 New
CAL
137
Capital Advisors Ltd
Ohio
$119K – – –
GWM
138
Geneos Wealth Management
Colorado
$100K – – –
GM
139
GeoWealth Management
Illinois
$88K +$88K +1,097 New
PTC
140
Private Trust Company
Ohio
$87.6K +$60.4K +750 +222%
TFGT
141
TS Financial Group (TSFG)
Illinois
$78K – – –
AA
142
Ancora Advisors
Ohio
$67.7K +$67.7K +840 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$57.5K +$55.8K +693 +3,300%
AWM
144
Angeles Wealth Management
California
$43.5K +$43.5K +540 New
CT
145
Cambridge Trust
Massachusetts
$28.8K – – –
GRP
146
Global Retirement Partners
California
$19.3K +$9.79K +124 +103%
TLA
147
Tanglewood Legacy Advisors
Texas
$16.1K – – –
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$15.4K – – –
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$13K +$13K +161 New
FFA
150
Farther Finance Advisors
California
$11.9K -$9.67K -120 -45%
3 4 5
6
7