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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
$447M
2
AAS
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
Orion Portfolio Solutions
Nebraska
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAG
151
Wiser Advisor Group
Arizona
$1.92M +$213K +2,195 +12%
CW
152
CreativeOne Wealth
Kansas
$1.88M +$458K +4,717 +32%
CRI
153
Colonial River Investments
Virginia
$1.86M -$510K -5,251 -21%
AWM
154
Axxcess Wealth Management
California
$1.86M +$1.86M +19,153 New
MCM
155
MAI Capital Management
Ohio
$1.85M +$829K +8,548 +81%
JWCA
156
J.W. Cole Advisors
Florida
$1.83M -$154K -1,591 -8%
BL
157
BFSG LLC
California
$1.79M +$1.79M +18,452 New
Creative Planning
158
Creative Planning
Kansas
$1.74M -$224K -2,307 -11%
TPA
159
Trivium Point Advisory
Connecticut
$1.68M +$558K +5,753 +50%
BAM
160
Belpointe Asset Management
Nevada
$1.67M +$1.67M +17,169 New
FCA
161
Fortis Capital Advisors
Kansas
$1.67M +$1.67M +17,169 New
WA
162
Waverly Advisors
Alabama
$1.66M +$986K +10,162 +146%
BBHC
163
Brown Brothers Harriman & Co
New York
$1.65M +$823K +8,479 +100%
FAIM
164
Financial Advocates Investment Management
Washington
$1.61M +$1.61M +16,637 New
TCM
165
TD Capital Management
Tennessee
$1.59M +$529K +5,450 +50%
NMG
166
New Millennium Group
Utah
$1.57M +$75.9K +782 +5%
P
167
&Partners
Tennessee
$1.56M +$1.03M +10,533 +194%
PSCM
168
Per Stirling Capital Management
Texas
$1.54M -$11.1M -114,053 -88%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.47M +$1.47M +15,176 New
KWS
170
Keystone Wealth Services
California
$1.45M +$177K +1,819 +14%
WS
171
Wedbush Securities
California
$1.44M +$899K +9,272 +167%
Millennium Management
172
Millennium Management
New York
$1.43M +$1.43M +14,752 New
Comerica Bank
173
Comerica Bank
Texas
$1.36M +$58.5K +603 +4%
SOS
174
Silver Oak Securities
Tennessee
$1.33M -$869K -8,956 -40%
CAG
175
Csenge Advisory Group
Florida
$1.32M +$158K +1,624 +14%
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