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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+55
Holders Change %
+35.26%
% 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
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$182M
2
LPL Financial
LPL Financial
California
$254M
3
Stifel Financial
Stifel Financial
Missouri
$140M
4
SAF
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
EWG Elevate
California
$0
2
EF
Empowered Funds
Pennsylvania
$0
3
FCM
Firestone Capital Management
Florida
$0
4
SPC
Sigma Planning Corp
Michigan
$1.43M
5
FEM
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$294K +$4.44K +50 +2%
BFG
177
Berger Financial Group
Minnesota
$282K +$355 +4 +0.1%
AWM
178
Aspire Wealth Management
Massachusetts
$281K +$25.4K +286 +10%
CA
179
Continuum Advisory
Idaho
$279K +$279K +3,123 New
Bank of New York Mellon
180
Bank of New York Mellon
New York
$268K +$268K +3,020 New
O3W
181
Omni 360 Wealth
New Jersey
$259K +$259K +2,922 New
HIM
182
Hanlon Investment Management
New Jersey
$243K +$243K +2,735 New
MFWP
183
Mosaic Family Wealth Partners
Missouri
$241K +$241K +2,718 New
WA1
184
Wimmer Associates 1
California
$239K +$239K +2,695 New
CF
185
Centaurus Financial
California
$230K +$15.8K +178 +7%
WH
186
Willner & Heller
California
$229K +$229K +2,580 New
GRP
187
Global Retirement Partners
California
$209K +$188K +2,120 +869%
Millennium Management
188
Millennium Management
New York
$207K +$207K +2,331 New
SPWM
189
Schrum Private Wealth Management
Florida
$204K +$204K +2,300 New
CAL
190
Capital Advisors Ltd
Ohio
$131K – – –
GWM
191
Geneos Wealth Management
Colorado
$126K +$15.1K +170 +14%
NFA
192
Northwest Financial Advisors
Virginia
$113K +$113K +1,273 New
Wells Fargo
193
Wells Fargo
California
$89.5K -$432K -4,874 -83%
PTC
194
Private Trust Company
Ohio
$87K -$9.58K -108 -10%
TFGT
195
TS Financial Group (TSFG)
Illinois
$86K – – –
AA
196
Ancora Advisors
Ohio
$74.5K – – –
MCM
197
MidAtlantic Capital Management
Virginia
$71K +$71K +800 New
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
$66K +$66K +753 New
Jones Financial Companies
199
Jones Financial Companies
Missouri
$57K +$57K +642 New
CT
200
Cambridge Trust
Massachusetts
$31.7K – – –
5 6 7
8
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