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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$110M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$62.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$48.9M
4
Morgan Stanley
Morgan Stanley
New York
+$45.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$37.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.6M
2
MIH
Meitav Investment House
Israel
-$24.3M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.8M
4
AWM
Avior Wealth Management
Nebraska
-$6.44M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$5.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
151
Family Capital Management
Michigan
$2.4M +$242K +2,357 +11%
CW
152
CreativeOne Wealth
Kansas
$2.35M +$360K +3,507 +18%
DIA
153
Dana Investment Advisors
Wisconsin
$2.31M +$236K +2,303 +11%
FCM
154
Firestone Capital Management
Florida
$2.2M +$2.2M +21,493 New
FFL
155
Financial Freedom LLC
Ohio
$2.19M +$134K +1,302 +6%
VWM
156
Venturi Wealth Management
Texas
$2.18M +$1.1M +10,697 +102%
JWCA
157
J.W. Cole Advisors
Florida
$2.17M +$236K +2,297 +12%
YIH
158
Y-Intercept (HK)
Hong Kong
$2.07M +$2.07M +20,212 New
CRI
159
Colonial River Investments
Virginia
$2.05M +$78.2K +762 +4%
AWM
160
Axxcess Wealth Management
California
$2.04M +$75.8K +739 +4%
TI
161
Tidal Investments
Wisconsin
$2.03M +$2.03M +19,815 New
WAG
162
Wiser Advisor Group
Arizona
$2M -$25.6K -250 -1%
GGV
163
GG Group Ventures
Florida
$1.99M -$64.8K -625 -3%
BAM
164
Belpointe Asset Management
Nevada
$1.99M +$228K +2,222 +13%
FCA
165
Fortis Capital Advisors
Kansas
$1.99M +$228K +2,222 +13%
WA
166
Waverly Advisors
Alabama
$1.88M +$128K +1,249 +7%
Creative Planning
167
Creative Planning
Kansas
$1.85M +$7.8K +76 +0.4%
SL
168
SWMG LLC
Texas
$1.85M -$519K -4,954 -22%
TCM
169
TD Capital Management
Tennessee
$1.84M +$161K +1,572 +10%
UAS
170
United Asset Strategies
New York
$1.82M +$893K +8,706 +96%
Comerica Bank
171
Comerica Bank
Texas
$1.78M +$343K +3,342 +24%
BBHC
172
Brown Brothers Harriman & Co
New York
$1.74M – – –
CAG
173
Csenge Advisory Group
Florida
$1.67M +$263K +2,542 +19%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$1.67M +$110K +1,076 +7%
CRWM
175
Castle Rock Wealth Management
California
$1.64M +$1.64M +16,144 New
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