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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 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 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
Morgan Stanley
New York
$199M
5
HighTower Advisors
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
MIH
Meitav Investment House
Israel
$0
3
APCM
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
Avior Wealth Management
Nebraska
$16.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
Snider Financial Group
Washington
$4.16M +$216K +2,104 +5%
PIA
127
Perennial Investment Advisors
California
$4.05M +$214K +2,086 +6%
PWM
128
Penobscot Wealth Management
Maine
$3.96M +$190K +1,848 +5%
PA
129
PFG Advisors
Arizona
$3.91M +$128K +1,251 +3%
CPC
130
Consolidated Planning Corp
Georgia
$3.87M +$3.87M +37,694 New
MFG
131
Merit Financial Group
Georgia
$3.86M -$17K -166 -0.4%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$3.82M -$710K -6,920 -16%
SEIA
133
Signature Estate & Investment Advisors
California
$3.66M -$15.7K -153 -0.4%
NMG
134
New Millennium Group
Utah
$3.65M +$1.99M +19,420 +120%
FHC
135
First Heartland Consultants
Missouri
$3.53M -$1.62M -15,764 -31%
GAM
136
Gotham Asset Management
New York
$3.51M +$488K +4,760 +16%
TAM
137
Titleist Asset Management
Texas
$3.49M +$161K +1,569 +5%
SC
138
Stephens Consulting
Michigan
$3.14M +$498K +4,850 +19%
Truist Financial
139
Truist Financial
North Carolina
$3.05M +$841K +8,203 +38%
P
140
&Partners
Tennessee
$2.79M +$1.15M +11,207 +70%
TI
141
TrueMark Investments
Illinois
$2.78M +$2.78M +27,089 New
BL
142
BFSG LLC
California
$2.71M +$816K +7,950 +43%
AI
143
Atria Investments
North Carolina
$2.7M -$317K -3,086 -10%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$2.69M +$395K +3,853 +17%
CWM
145
Concentrum Wealth Management
California
$2.66M +$211K +2,057 +9%
SPIA
146
Steward Partners Investment Advisory
New York
$2.61M -$2.56M -24,910 -49%
VA
147
Valmark Advisers
Ohio
$2.53M +$1.93M +18,768 +317%
LAS
148
LWM Advisory Services
Florida
$2.51M -$185K -1,803 -7%
CIG
149
CHB Investment Group
Pennsylvania
$2.5M +$2.5M +24,335 New
MCM
150
MAI Capital Management
Ohio
$2.44M +$478K +4,661 +24%
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