We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

345 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
Snider Financial Group
Washington
$4.16M +$208K +2,104 +5%
PIA
127
Perennial Investment Advisors
California
$4.05M +$207K +2,086 +6%
PWM
128
Penobscot Wealth Management
Maine
$3.96M +$183K +1,848 +5%
PA
129
PFG Advisors
Arizona
$3.91M +$124K +1,251 +3%
CPC
130
Consolidated Planning Corp
Georgia
$3.87M +$3.73M +37,694 New
MFG
131
Merit Financial Group
Georgia
$3.86M -$16.4K -166 -0.4%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$3.82M -$685K -6,920 -16%
SEIA
133
Signature Estate & Investment Advisors
California
$3.66M -$15.2K -153 -0.4%
NMG
134
New Millennium Group
Utah
$3.65M +$1.92M +19,420 +120%
FHC
135
First Heartland Consultants
Missouri
$3.53M -$1.56M -15,764 -31%
GAM
136
Gotham Asset Management
New York
$3.51M +$471K +4,760 +16%
TAM
137
Titleist Asset Management
Texas
$3.49M +$155K +1,569 +5%
SC
138
Stephens Consulting
Michigan
$3.14M +$480K +4,850 +19%
Truist Financial
139
Truist Financial
North Carolina
$3.05M +$812K +8,203 +38%
P
140
&Partners
Tennessee
$2.79M +$1.11M +11,207 +70%
TI
141
TrueMark Investments
Illinois
$2.78M +$2.68M +27,089 New
BL
142
BFSG LLC
California
$2.71M +$787K +7,950 +43%
AI
143
Atria Investments
North Carolina
$2.7M -$306K -3,086 -10%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$2.69M +$382K +3,853 +17%
CWM
145
Concentrum Wealth Management
California
$2.66M +$204K +2,057 +9%
SPIA
146
Steward Partners Investment Advisory
New York
$2.61M -$2.47M -24,910 -49%
VA
147
Valmark Advisers
Ohio
$2.53M +$1.86M +18,768 +317%
LAS
148
LWM Advisory Services
Florida
$2.51M -$179K -1,803 -7%
CIG
149
CHB Investment Group
Pennsylvania
$2.5M +$2.41M +24,335 New
MCM
150
MAI Capital Management
Ohio
$2.44M +$462K +4,661 +24%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.