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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
BRWA
151
B. Riley Wealth Advisors
Florida
$486K +$450K +5,475 New
WS
152
Wedbush Securities
California
$471K +$111K +1,349 +34%
BMCM
153
Burns Matteson Capital Management
New York
$468K +$433K +5,276 New
UWPG
154
Ullmann Wealth Partners Group
Florida
$464K +$329 +4 +0.1%
BCM
155
Beaumont Capital Management
Massachusetts
$461K +$427K +5,201 New
IA
156
IFP Advisors
Florida
$451K +$144K +1,759 +53%
DFA
157
DHK Financial Advisors
New Hampshire
$444K +$411K +5,000 New
MCC
158
Money Concepts Capital
Florida
$437K +$20.9K +254 +5%
MF
159
Meridian Financial
Massachusetts
$435K +$92.2K +1,122 +30%
CWM
160
Cornerstone Wealth Management
Missouri
$434K +$402K +4,897 New
FFS
161
Founders Financial Securities
Maryland
$410K +$380K +4,625 New
HW
162
Hancock Whitney
Mississippi
$400K +$370K +4,505 New
CFD
163
Creative Financial Designs
Indiana
$394K +$360K +4,384 +8,431%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$189K +2,306 +111%
MWM
165
Maripau Wealth Management
Indiana
$385K +$357K +4,345 New
PWM
166
Perigon Wealth Management
California
$380K +$72.2K +879 +26%
Marshall Wace
167
Marshall Wace
United Kingdom
$371K +$343K +4,180 New
Truist Financial
168
Truist Financial
North Carolina
$369K +$16.5K +201 +5%
Citadel Advisors
169
Citadel Advisors
Florida
$354K +$328K +3,991 New
MA
170
MONECO Advisors
Connecticut
$350K +$21.4K +260 +7%
KDA
171
Kraft Davis & Associates
Missouri
$339K – – –
FFL
172
Financial Freedom LLC
Ohio
$332K +$104K +1,271 +51%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$325K -$323K -3,933 -52%
PCIA
174
Prime Capital Investment Advisors
Kansas
$319K +$3.86K +47 +1%
KWM
175
Kingsview Wealth Management
Oregon
$318K -$87.2K -1,061 -23%
5 6
7
8 9

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.