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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
126
Silver Oak Securities
Tennessee
$2.49M +$1.66M +15,075 +199%
LAS
127
LWM Advisory Services
Florida
$2.39M +$442K +4,017 +23%
CWM
128
Concentrum Wealth Management
California
$2.39M +$205K +1,861 +9%
AWG
129
Altus Wealth Group
Colorado
$2.35M +$2.35M +21,338 New
JWCA
130
J.W. Cole Advisors
Florida
$2.25M +$340K +3,103 +18%
Creative Planning
131
Creative Planning
Kansas
$2.23M +$463K +4,208 +26%
FCM
132
Firestone Capital Management
Florida
$2.17M +$2.17M +19,738 New
FCM
133
Family Capital Management
Michigan
$2.04M +$353K +3,208 +21%
AWA
134
Arete Wealth Advisors
Illinois
$2.02M +$1.33M +12,125 +195%
LWM
135
Lionsbridge Wealth Management
Florida
$1.96M +$911K +8,274 +87%
WAG
136
Wiser Advisor Group
Arizona
$1.94M -$15.5K -141 -0.8%
SWM
137
SFG Wealth Management
Maryland
$1.9M +$1.9M +17,297 New
WIA
138
World Investment Advisors
California
$1.9M +$1.9M +17,261 New
EP
139
Eudaimonia Partners
Tennessee
$1.85M +$190K +1,726 +11%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$1.83M +$1.83M +16,673 New
LFAS
141
Level Four Advisory Services
Texas
$1.8M – – –
SWM
142
SigFig Wealth Management
California
$1.74M +$1.74M +15,834 New
GM
143
GeoWealth Management
Illinois
$1.73M +$36.1K +328 +2%
NMG
144
New Millennium Group
Utah
$1.69M +$14.6K +133 +0.9%
HighTower Advisors
145
HighTower Advisors
Illinois
$1.64M +$1.64M +14,900 New
CW
146
CreativeOne Wealth
Kansas
$1.62M +$689K +6,257 +74%
OCM
147
One Capital Management
California
$1.58M +$1.58M +14,318 New
CWA
148
Centennial Wealth Advisory
Michigan
$1.54M +$1.54M +14,025 New
Comerica Bank
149
Comerica Bank
Texas
$1.48M -$128K -1,165 -8%
VWM
150
Venturi Wealth Management
Texas
$1.48M +$579K +5,260 +65%
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6
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