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Invesco S&P MidCap Quality ETF
XMHQ

212 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, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% 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
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$730K -$4.6K -56 -0.7%
VWM
127
Venturi Wealth Management
Texas
$723K +$668K +8,130 +36,955%
CAL
128
Capital Analysts LLC
Pennsylvania
$691K -$4.76K -58 -0.7%
SOS
129
Silver Oak Securities
Tennessee
$670K +$621K +7,557 New
PSF
130
Pacific Sun Financial
California
$670K +$4.11K +50 +0.7%
RFN
131
Redwood Financial Network
Ohio
$668K -$9.53K -116 -2%
WWM
132
Western Wealth Management
Colorado
$663K +$37.4K +455 +6%
RL
133
Retireful LLC
Michigan
$656K +$607K +7,395 New
SAW
134
Signal Advisors Wealth
Michigan
$646K +$598K +7,278 New
TPWA
135
Twin Peaks Wealth Advisors
California
$621K +$575K +7,005 New
RBFC
136
Roman Butler Fullerton & Co
Missouri
$614K +$555K +6,753 New
ACM
137
Absolute Capital Management
Pennsylvania
$611K +$566K +6,887 New
BOM
138
Bank of Marin
California
$602K -$7.31K -89 -1%
BCG
139
Breakwater Capital Group
New Jersey
$601K -$7.15K -87 -1%
RG
140
Retirement Group
California
$576K +$12K +146 +2%
IFG
141
Independent Financial Group
California
$558K -$23.3K -284 -4%
AG
142
Ascent Group
Virginia
$558K +$469K +5,706 New
WMWM
143
Whitaker-Myers Wealth Managers
Ohio
$557K +$13.6K +166 +3%
AWA
144
Arete Wealth Advisors
Illinois
$552K +$511K +6,217 New
VA
145
Valmark Advisers
Ohio
$548K -$559K -6,810 -52%
FIC
146
Family Investment Center
Missouri
$547K +$507K +6,171 New
PWH
147
Priebe Wealth Holdings
Minnesota
$521K +$483K +5,875 New
AWA
148
Arkadios Wealth Advisors
Georgia
$519K +$83.2K +1,013 +21%
Goldman Sachs
149
Goldman Sachs
New York
$492K – – –
IAG
150
Investmark Advisory Group
Connecticut
$486K – – –
4 5
6
7 8

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.