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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
176
Breakwater Capital Group
New Jersey
$815K +$89.3K +811 +12%
RFN
177
Redwood Financial Network
Ohio
$805K -$22.7K -206 -3%
RG
178
Retirement Group
California
$804K +$89.2K +811 +12%
PPP
179
Private Portfolio Partners
New Jersey
$797K +$797K +7,239 New
WA
180
Waverly Advisors
Alabama
$765K +$765K +6,947 New
TPWA
181
Twin Peaks Wealth Advisors
California
$759K -$11.6K -105 -1%
BOM
182
Bank of Marin
California
$747K – – –
SPIA
183
Steward Partners Investment Advisory
New York
$720K -$439K -3,987 -38%
WMWM
184
Whitaker-Myers Wealth Managers
Ohio
$695K +$4.4K +40 +0.6%
KCFA
185
Key Client Fiduciary Advisors
New Jersey
$695K +$695K +6,314 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$692K +$209K +1,902 +43%
FGA
187
Fortis Group Advisors
New Jersey
$684K +$684K +6,216 New
JWA
188
JFS Wealth Advisors
Pennsylvania
$682K +$682K +6,200 New
MF
189
Meridian Financial
Massachusetts
$680K +$140K +1,276 +26%
AWA
190
Arkadios Wealth Advisors
Georgia
$677K +$32.5K +295 +5%
VA
191
Valmark Advisers
Ohio
$672K -$8.03K -73 -1%
PWH
192
Priebe Wealth Holdings
Minnesota
$652K +$5.5K +50 +0.9%
Truist Financial
193
Truist Financial
North Carolina
$649K +$192K +1,742 +42%
CFD
194
Creative Financial Designs
Indiana
$647K +$158K +1,439 +32%
FFS
195
Founders Financial Securities
Maryland
$643K +$134K +1,215 +26%
AA
196
Advisory Alpha
Michigan
$626K -$283K -2,575 -31%
Goldman Sachs
197
Goldman Sachs
New York
$610K – – –
WS
198
Wedbush Securities
California
$610K +$26.2K +238 +4%
IAG
199
Investmark Advisory Group
Connecticut
$603K – – –
P
200
&Partners
Tennessee
$599K +$599K +5,440 New
6 7
8
9 10