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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
151
Family Capital Management
Michigan
$2.4M +$233K +2,357 +11%
CW
152
CreativeOne Wealth
Kansas
$2.35M +$347K +3,507 +18%
DIA
153
Dana Investment Advisors
Wisconsin
$2.31M +$228K +2,303 +11%
FCM
154
Firestone Capital Management
Florida
$2.2M +$2.13M +21,493 New
FFL
155
Financial Freedom LLC
Ohio
$2.19M +$129K +1,302 +6%
VWM
156
Venturi Wealth Management
Texas
$2.18M +$1.06M +10,697 +102%
JWCA
157
J.W. Cole Advisors
Florida
$2.17M +$227K +2,297 +12%
YIH
158
Y-Intercept (HK)
Hong Kong
$2.07M +$2M +20,212 New
CRI
159
Colonial River Investments
Virginia
$2.05M +$75.5K +762 +4%
AWM
160
Axxcess Wealth Management
California
$2.04M +$73.2K +739 +4%
TI
161
Tidal Investments
Wisconsin
$2.03M +$1.96M +19,815 New
WAG
162
Wiser Advisor Group
Arizona
$2M -$24.8K -250 -1%
GGV
163
GG Group Ventures
Florida
$1.99M -$61.9K -625 -3%
BAM
164
Belpointe Asset Management
Nevada
$1.99M +$220K +2,222 +13%
FCA
165
Fortis Capital Advisors
Kansas
$1.99M +$220K +2,222 +13%
WA
166
Waverly Advisors
Alabama
$1.88M +$124K +1,249 +7%
Creative Planning
167
Creative Planning
Kansas
$1.85M +$7.53K +76 +0.4%
SL
168
SWMG LLC
Texas
$1.85M -$491K -4,954 -22%
TCM
169
TD Capital Management
Tennessee
$1.84M +$156K +1,572 +10%
UAS
170
United Asset Strategies
New York
$1.82M +$862K +8,706 +96%
Comerica Bank
171
Comerica Bank
Texas
$1.78M +$331K +3,342 +24%
BBHC
172
Brown Brothers Harriman & Co
New York
$1.74M
CAG
173
Csenge Advisory Group
Florida
$1.67M +$252K +2,542 +19%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$1.67M +$107K +1,076 +7%
CRWM
175
Castle Rock Wealth Management
California
$1.64M +$1.6M +16,144 New

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.