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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
151
Keystone Wealth Services
California
$1.45M +$1.45M +13,163 New
EFA
152
Edge Financial Advisors
Illinois
$1.39M +$1.39M +12,512 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.37M -$297K -2,696 -18%
WA
154
Westfuller Advisors
New York
$1.36M +$1.36M +12,348 New
CAG
155
Csenge Advisory Group
Florida
$1.32M +$45.2K +411 +4%
TPA
156
Trivium Point Advisory
Connecticut
$1.28M +$1.28M +11,602 New
CWS
157
Confluence Wealth Services
Pennsylvania
$1.27M +$1.27M +11,550 New
TCM
158
TD Capital Management
Tennessee
$1.2M +$1.18M +10,683 +4,256%
MCM
159
MAI Capital Management
Ohio
$1.16M +$1.16M +10,542 New
Prudential Financial
160
Prudential Financial
New Jersey
$1.07M +$1.07M +9,688 New
DWAM
161
Duncan Williams Asset Management
Tennessee
$1.05M +$1.05M +9,556 New
TFP
162
Traction Financial Partners
Wyoming
$1.05M -$53.3K -497 -5%
DAS
163
Dynamic Advisor Solutions
Arizona
$1.03M +$37.1K +337 +4%
RBFC
164
Roman Butler Fullerton & Co
Missouri
$999K +$300K +2,899 +43%
NFSG
165
Newbridge Financial Services Group
Florida
$972K +$66.1K +601 +7%
BFG
166
Berger Financial Group
Minnesota
$957K +$607K +5,516 +173%
FFL
167
Financial Freedom LLC
Ohio
$954K +$543K +4,931 +132%
CAL
168
Capital Analysts LLC
Pennsylvania
$954K +$96.7K +879 +11%
UAS
169
United Asset Strategies
New York
$936K +$936K +8,502 New
BBHC
170
Brown Brothers Harriman & Co
New York
$933K +$933K +8,479 New
IAA
171
Independent Advisor Alliance
North Carolina
$910K +$910K +8,270 New
DFA
172
DHK Financial Advisors
New Hampshire
$880K +$330K +3,000 +60%
SAW
173
Signal Advisors Wealth
Michigan
$867K +$66K +600 +8%
CF
174
Centaurus Financial
California
$862K +$576K +5,239 +202%
PSF
175
Pacific Sun Financial
California
$827K -$4.4K -40 -0.5%
5 6
7
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