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Invesco S&P MidCap Quality ETF
XMHQ

212 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
176
IFG Advisory
Georgia
$309K +$286K +3,480 New
HIA
177
Harbor Investment Advisory
Maryland
$294K +$4.11K +50 +2%
BFG
178
Berger Financial Group
Minnesota
$282K +$329 +4 +0.1%
AWM
179
Aspire Wealth Management
Massachusetts
$281K +$23.5K +286 +10%
CA
180
Continuum Advisory
Idaho
$279K +$257K +3,123 New
Bank of New York Mellon
181
Bank of New York Mellon
New York
$268K +$248K +3,020 New
O3W
182
Omni 360 Wealth
New Jersey
$259K +$240K +2,922 New
HIM
183
Hanlon Investment Management
New Jersey
$243K +$225K +2,735 New
MFWP
184
Mosaic Family Wealth Partners
Missouri
$241K +$223K +2,718 New
WA1
185
Wimmer Associates 1
California
$239K +$221K +2,695 New
CF
186
Centaurus Financial
California
$230K +$14.6K +178 +7%
WH
187
Willner & Heller
California
$229K +$212K +2,580 New
GRP
188
Global Retirement Partners
California
$209K +$174K +2,120 +869%
Millennium Management
189
Millennium Management
New York
$207K +$191K +2,331 New
SPWM
190
Schrum Private Wealth Management
Florida
$204K +$189K +2,300 New
CAL
191
Capital Advisors Ltd
Ohio
$131K – – –
GWM
192
Geneos Wealth Management
Colorado
$126K +$14K +170 +14%
NFA
193
Northwest Financial Advisors
Virginia
$113K +$105K +1,273 New
Wells Fargo
194
Wells Fargo
California
$89.5K -$400K -4,874 -83%
PTC
195
Private Trust Company
Ohio
$87K -$8.87K -108 -10%
TFGT
196
TS Financial Group (TSFG)
Illinois
$86K – – –
AA
197
Ancora Advisors
Ohio
$74.5K – – –
MCM
198
MidAtlantic Capital Management
Virginia
$71K +$65.7K +800 New
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
$66K +$61.9K +753 New
Jones Financial Companies
200
Jones Financial Companies
Missouri
$57K +$52.7K +642 New
5 6 7
8
9

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.