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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
+$106M
2
AAS
Annex Advisory Services
Wisconsin
+$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
+$36.4M
4
Ameriprise
Ameriprise
Minnesota
+$29.8M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$29.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$90.6M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$43.8M
3
CJH
Christopher J. Hasenberg
Wisconsin
-$14.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$14.2M
5
OPS
Orion Portfolio Solutions
Nebraska
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWAM
176
Duncan Williams Asset Management
Tennessee
$1.29M +$361K +3,717 +39%
SWM
177
SFG Wealth Management
Maryland
$1.27M -$413K -4,258 -25%
RBFC
178
Roman Butler Fullerton & Co
Missouri
$1.26M +$329K +3,402 +35%
IWC
179
Integrated Wealth Concepts
Massachusetts
$1.24M +$27.2K +280 +2%
TFP
180
Traction Financial Partners
Wyoming
$1.19M +$221K +2,234 +23%
FEM
181
Fulcrum Equity Management
Texas
$1.12M +$1.12M +11,542 New
Citadel Advisors
182
Citadel Advisors
Florida
$1.11M +$1.11M +11,441 New
SSWM
183
Sheets Smith Wealth Management
North Carolina
$1.09M -$523K -5,394 -32%
TI
184
Trexquant Investment
Connecticut
$1.03M +$1.03M +10,643 New
VWM
185
Venturi Wealth Management
Texas
$1.02M -$279K -2,879 -21%
BCG
186
Breakwater Capital Group
New Jersey
$1.02M +$296K +3,054 +41%
RFA
187
Rollins Financial Advisors
New York
$1M +$1M +10,345 New
IA
188
IFG Advisory
Georgia
$992K +$992K +10,220 New
CAL
189
Capital Analysts LLC
Pennsylvania
$981K +$140K +1,442 +17%
DAS
190
Dynamic Advisor Solutions
Arizona
$953K +$44.2K +456 +5%
IAA
191
Independent Advisor Alliance
North Carolina
$950K +$147K +1,517 +18%
PPP
192
Private Portfolio Partners
New Jersey
$936K +$233K +2,405 +33%
UAS
193
United Asset Strategies
New York
$879K +$53.8K +554 +7%
CFD
194
Creative Financial Designs
Indiana
$865K +$294K +3,035 +52%
NFSG
195
Newbridge Financial Services Group
Florida
$850K -$6.31K -65 -0.7%
BRWA
196
B. Riley Wealth Advisors
Florida
$832K +$832K +8,575 New
FFS
197
Founders Financial Securities
Maryland
$820K +$254K +2,616 +45%
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
$818K +$818K +8,431 New
LFA
199
Legacy Financial Advisors
Kentucky
$816K +$816K +8,411 New
LWM
200
Lionsbridge Wealth Management
Florida
$806K -$920K -9,483 -53%
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