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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+55
Holders Change %
+35.26%
% 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
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$182M
2
LPL Financial
LPL Financial
California
$254M
3
Stifel Financial
Stifel Financial
Missouri
$140M
4
SAF
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
EWG Elevate
California
$0
2
EF
Empowered Funds
Pennsylvania
$0
3
FCM
Firestone Capital Management
Florida
$0
4
SPC
Sigma Planning Corp
Michigan
$1.43M
5
FEM
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$471K +$120K +1,349 +34%
BMCM
152
Burns Matteson Capital Management
New York
$468K +$468K +5,276 New
UWPG
153
Ullmann Wealth Partners Group
Florida
$464K +$355 +4 +0.1%
BCM
154
Beaumont Capital Management
Massachusetts
$461K +$461K +5,201 New
IA
155
IFP Advisors
Florida
$451K +$156K +1,759 +53%
DFA
156
DHK Financial Advisors
New Hampshire
$444K +$444K +5,000 New
MCC
157
Money Concepts Capital
Florida
$437K +$22.5K +254 +5%
MF
158
Meridian Financial
Massachusetts
$435K +$99.5K +1,122 +30%
CWM
159
Cornerstone Wealth Management
Missouri
$434K +$434K +4,897 New
FFS
160
Founders Financial Securities
Maryland
$410K +$410K +4,625 New
HW
161
Hancock Whitney
Mississippi
$400K +$400K +4,505 New
CFD
162
Creative Financial Designs
Indiana
$394K +$389K +4,384 +8,431%
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$205K +2,306 +111%
MWM
164
Maripau Wealth Management
Indiana
$385K +$385K +4,345 New
PWM
165
Perigon Wealth Management
California
$380K +$78K +879 +26%
Marshall Wace
166
Marshall Wace
United Kingdom
$371K +$371K +4,180 New
Truist Financial
167
Truist Financial
North Carolina
$369K +$17.8K +201 +5%
Citadel Advisors
168
Citadel Advisors
Florida
$354K +$354K +3,991 New
MA
169
MONECO Advisors
Connecticut
$350K +$23.1K +260 +7%
KDA
170
Kraft Davis & Associates
Missouri
$339K – – –
FFL
171
Financial Freedom LLC
Ohio
$332K +$113K +1,271 +51%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$325K -$349K -3,933 -52%
PCIA
173
Prime Capital Investment Advisors
Kansas
$319K +$4.17K +47 +1%
KWM
174
Kingsview Wealth Management
Oregon
$318K -$94.1K -1,061 -23%
IA
175
IFG Advisory
Georgia
$309K +$309K +3,480 New
5 6
7
8 9