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Invesco S&P MidCap Quality ETF
XMHQ

402 hedge funds and large institutions have $4.52B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 200 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,040% more call options, than puts

Call options by funds: $414K | Put options by funds: $10K

230% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 27

141% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 83

29% more funds holding in top 10

Funds holding in top 10: 31 → 40 (+9)

17% more funds holding

Funds holding: 345 → 402 (+57)

15% more capital invested

Capital invested by funds: $3.92B → $4.52B (+$604M)

1.72% more ownership

Funds ownership: 68.79% → 70.5% (+1.7%)

Holders
402
Holders Change
+57
Holders Change %
+16.52%
% of All Funds
5.3%
Holding in Top 10
40
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+29.03%
% of All Funds
0.53%
New
89
Increased
200
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$24.5M
3
IAA
Independent Advisor Alliance
North Carolina
+$23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$22.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17.8M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$20M
2
GF
GGM Financials
Ohio
-$14.8M
3
AWM
Avior Wealth Management
Nebraska
-$13M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.78M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Sagace Wealth Management
Florida
$3.86M -$3.61M -34,894 -47%
VCWM
152
Vista Cima Wealth Management
Arizona
$3.84M +$4.04M +39,012 New
SEIA
153
Signature Estate & Investment Advisors
California
$3.73M +$231K +2,232 +6%
P
154
&Partners
Tennessee
$3.59M +$904K +8,731 +32%
WWM
155
Western Wealth Management
Colorado
$3.46M -$825K -7,970 -18%
AWM
156
Avior Wealth Management
Nebraska
$3.43M -$13M -125,484 -78%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$3.42M -$2.78M -26,874 -44%
SC
158
Stephens Consulting
Michigan
$3.4M +$407K +3,928 +13%
CAG
159
Centerpoint Advisory Group
Kansas
$3.34M +$3.52M +33,966 New
LSWP
160
Liberty Square Wealth Partners
Pennsylvania
$2.99M +$3.09M +29,841 New
Truist Financial
161
Truist Financial
North Carolina
$2.97M +$50.4K +487 +2%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$2.9M +$332K +3,203 +12%
BL
163
BFSG LLC
California
$2.89M +$308K +2,979 +11%
CWM
164
Concentrum Wealth Management
California
$2.86M +$321K +3,097 +12%
KWA
165
Kingswood Wealth Advisors
California
$2.69M +$1.89M +18,244 +202%
PFS
166
Prospera Financial Services
Texas
$2.64M +$2.77M +26,801 New
FCM
167
Family Capital Management
Michigan
$2.58M +$290K +2,797 +12%
SIA
168
SkyView Investment Advisors
New Jersey
$2.56M +$2.69M +25,958 New
MCM
169
MAI Capital Management
Ohio
$2.55M +$227K +2,190 +9%
UAS
170
United Asset Strategies
New York
$2.54M +$837K +8,083 +46%
AI
171
Atria Investments
North Carolina
$2.54M -$59.7K -577 -2%
TWP
172
Tempus Wealth Planning
California
$2.53M +$2.66M +25,660 New
VWM
173
Venturi Wealth Management
Texas
$2.46M +$392K +3,786 +18%
PFA
174
Peak Financial Advisors
Colorado
$2.4M +$2.52M +24,377 New
ACA
175
Aptus Capital Advisors
Alabama
$2.37M +$2.49M +24,026 New
5 6
7
8 9

XMHQ Hedge Fund Activity: Q4 2024 in Review

402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2024, worth a combined $4.52B — up 15% from $3.92B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XMHQ positions and 27 closed out — a net gain of 62 holders — while 200 added to existing stakes and 83 trimmed.

The largest buyer was LPL Financial, adding an estimated $39.5M. The largest seller was Good Life Advisors, cutting an estimated $20M.

  • 402 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2024, up from 345 in Q3 2024.
  • Funds reported $4.52B of Invesco S&P MidCap Quality ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2024 and 27 closed out, a net change of +62 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2024 was LPL Financial, an estimated $39.5M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2024 was Good Life Advisors, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2024.