We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

287 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 132 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

513% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 15

181% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 47

87% more funds holding in top 10

Funds holding in top 10: 15 → 28 (+13)

70% more capital invested

Capital invested by funds: $1.88B → $3.21B (+$1.32B)

35% more funds holding

Funds holding: 212 → 287 (+75)

0.49% less ownership

Funds ownership: 73.31% → 72.82% (-0.49%)

Holders
287
Holders Change
+75
Holders Change %
+35.38%
% of All Funds
4.13%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.4%
New
92
Increased
132
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$102M
2
EDRH
Edmond de Rothschild Holding
Switzerland
+$74.8M
3
SPWG
Syntegra Private Wealth Group
Missouri
+$64.3M
4
LPL Financial
LPL Financial
California
+$63.5M
5
TC
Trilogy Capital
California
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$78M
2
AssetMark Inc
AssetMark Inc
California
-$46.8M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.9M
4
AWA
Alaska Wealth Advisors
Alaska
-$4.51M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$4.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
151
Keystone Wealth Services
California
$1.45M +$1.29M +13,163 New
EFA
152
Edge Financial Advisors
Illinois
$1.39M +$1.23M +12,512 New
IWC
153
Integrated Wealth Concepts
Massachusetts
$1.37M -$264K -2,696 -18%
WA
154
Westfuller Advisors
New York
$1.36M +$1.21M +12,348 New
IFG
155
Independent Financial Group
California
$1.33M +$566K +5,782 +92%
CAG
156
Csenge Advisory Group
Florida
$1.32M +$40.2K +411 +4%
TPA
157
Trivium Point Advisory
Connecticut
$1.28M +$1.14M +11,602 New
CWS
158
Confluence Wealth Services
Pennsylvania
$1.27M +$1.13M +11,550 New
TCM
159
TD Capital Management
Tennessee
$1.2M +$1.05M +10,683 +4,256%
MCM
160
MAI Capital Management
Ohio
$1.16M +$1.03M +10,542 New
Prudential Financial
161
Prudential Financial
New Jersey
$1.07M +$949K +9,688 New
DWAM
162
Duncan Williams Asset Management
Tennessee
$1.05M +$936K +9,556 New
TFP
163
Traction Financial Partners
Wyoming
$1.05M -$48.7K -497 -5%
DAS
164
Dynamic Advisor Solutions
Arizona
$1.03M +$33K +337 +4%
RBFC
165
Roman Butler Fullerton & Co
Missouri
$999K +$284K +2,899 +43%
NFSG
166
Newbridge Financial Services Group
Florida
$972K +$58.8K +601 +7%
BFG
167
Berger Financial Group
Minnesota
$957K +$540K +5,516 +173%
FFL
168
Financial Freedom LLC
Ohio
$954K +$483K +4,931 +132%
CAL
169
Capital Analysts LLC
Pennsylvania
$954K +$86.1K +879 +11%
UAS
170
United Asset Strategies
New York
$936K +$832K +8,502 New
BBHC
171
Brown Brothers Harriman & Co
New York
$933K +$830K +8,479 New
IAA
172
Independent Advisor Alliance
North Carolina
$910K +$810K +8,270 New
DFA
173
DHK Financial Advisors
New Hampshire
$880K +$294K +3,000 +60%
SAW
174
Signal Advisors Wealth
Michigan
$867K +$58.7K +600 +8%
CF
175
Centaurus Financial
California
$862K +$513K +5,239 +202%
5 6
7
8 9

XMHQ Hedge Fund Activity: Q1 2024 in Review

287 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.21B — up 70% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 132 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was Morgan Stanley, cutting an estimated $78M.

  • 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $3.21B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 70% quarter-over-quarter.
  • 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was Morgan Stanley, an estimated $78M sold.

Based on aggregated 13F filings for Q1 2024.