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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+55
Holders Change %
+35.26%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$182M
2
LPL Financial
LPL Financial
California
$254M
3
Stifel Financial
Stifel Financial
Missouri
$140M
4
SAF
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
EWG Elevate
California
$0
2
EF
Empowered Funds
Pennsylvania
$0
3
FCM
Firestone Capital Management
Florida
$0
4
SPC
Sigma Planning Corp
Michigan
$1.43M
5
FEM
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
126
Newbridge Financial Services Group
Florida
$730K -$4.97K -56 -0.7%
VWM
127
Venturi Wealth Management
Texas
$723K +$721K +8,130 +36,955%
CAL
128
Capital Analysts LLC
Pennsylvania
$691K -$5.15K -58 -0.7%
SOS
129
Silver Oak Securities
Tennessee
$670K +$670K +7,557 New
PSF
130
Pacific Sun Financial
California
$670K +$4.44K +50 +0.7%
RFN
131
Redwood Financial Network
Ohio
$668K -$10.3K -116 -2%
WWM
132
Western Wealth Management
Colorado
$663K +$40.4K +455 +6%
RL
133
Retireful LLC
Michigan
$656K +$656K +7,395 New
SAW
134
Signal Advisors Wealth
Michigan
$646K +$646K +7,278 New
TPWA
135
Twin Peaks Wealth Advisors
California
$621K +$621K +7,005 New
RBFC
136
Roman Butler Fullerton & Co
Missouri
$614K +$614K +6,753 New
ACM
137
Absolute Capital Management
Pennsylvania
$611K +$611K +6,887 New
BOM
138
Bank of Marin
California
$602K -$7.9K -89 -1%
BCG
139
Breakwater Capital Group
New Jersey
$601K -$7.93K -87 -1%
RG
140
Retirement Group
California
$576K +$13K +146 +2%
AG
141
Ascent Group
Virginia
$558K +$558K +5,706 New
WMWM
142
Whitaker-Myers Wealth Managers
Ohio
$557K +$14.7K +166 +3%
AWA
143
Arete Wealth Advisors
Illinois
$552K +$552K +6,217 New
VA
144
Valmark Advisers
Ohio
$548K -$604K -6,810 -52%
FIC
145
Family Investment Center
Missouri
$547K +$547K +6,171 New
PWH
146
Priebe Wealth Holdings
Minnesota
$521K +$521K +5,875 New
AWA
147
Arkadios Wealth Advisors
Georgia
$519K +$89.9K +1,013 +21%
Goldman Sachs
148
Goldman Sachs
New York
$492K – – –
IAG
149
Investmark Advisory Group
Connecticut
$486K – – –
BRWA
150
B. Riley Wealth Advisors
Florida
$486K +$486K +5,475 New
4 5
6
7 8