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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
$526M
2
Morgan Stanley
Morgan Stanley
New York
$215M
3
IAA
Independent Advisor Alliance
North Carolina
$23.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$82.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$38.1M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
$15.7M
2
GF
GGM Financials
Ohio
$2.2M
3
AWM
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$382K
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$5M +$5M +50,745 New
MFS
127
Madrona Financial Services
Washington
$4.91M +$4.62M +46,876 +1,565%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$4.84M +$174K +1,771 +4%
AEPWM
129
Atlantic Edge Private Wealth Management
Florida
$4.82M +$4.75M +48,280 +7,663%
MWM
130
Mascagni Wealth Management
Mississippi
$4.79M +$4.79M +52,305 New
HI
131
Harbour Investments
Wisconsin
$4.79M +$361K +3,667 +8%
FFS
132
Forge Financial Services
Oklahoma
$4.67M +$4.67M +46,145 New
SFG
133
Snider Financial Group
Washington
$4.59M +$601K +6,108 +15%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$4.59M +$924K +9,381 +25%
PA
135
PSI Advisors
Florida
$4.5M +$40.7K +413 +0.9%
GAM
136
Gotham Asset Management
New York
$4.41M +$1.04M +10,593 +31%
TPA
137
Trivium Point Advisory
Connecticut
$4.41M +$224K +2,278 +5%
PWP
138
Precedent Wealth Partners
Texas
$4.33M +$4.33M +43,964 New
US Bancorp
139
US Bancorp
Minnesota
$4.28M -$340K -3,454 -7%
AAS
140
Ameritas Advisory Services
Nebraska
$4.21M +$170K +1,731 +4%
LOIP
141
Live Oak Investment Partners
Texas
$4.16M -$4.32M – –
PA
142
PFG Advisors
Arizona
$4.15M +$400K +4,060 +11%
TAM
143
Titleist Asset Management
Texas
$4.08M +$732K +7,432 +22%
PWM
144
Penobscot Wealth Management
Maine
$4.05M +$250K +2,540 +7%
SPIA
145
Steward Partners Investment Advisory
New York
$4.03M +$1.53M +15,527 +61%
CPC
146
Consolidated Planning Corp
Georgia
$4M +$291K +2,954 +8%
GVAG
147
Great Valley Advisor Group
Delaware
$3.97M -$186K -1,893 -4%
NMG
148
New Millennium Group
Utah
$3.87M +$363K +3,683 +10%
SWM
149
Sagace Wealth Management
Florida
$3.86M -$3.44M -34,894 -47%
VCWM
150
Vista Cima Wealth Management
Arizona
$3.84M +$3.84M +39,012 New
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