Invesco S&P MidCap Quality ETF
XMHQ
311 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, 175 increasing their positions, 59 reducing their positions, and 29 closing their positions.
197% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 59
110% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 29
8% more funds holding
Funds holding: 287 → 311 (+24)
2% more capital invested
Capital invested by funds: $3.21B → $3.26B (+$53.7M)
1.04% less ownership
Funds ownership: 72.82% → 71.78% (-1%)
4% less funds holding in top 10
Funds holding in top 10: 28 → 27 (-1)
99% less call options, than puts
Call options by funds: $49K | Put options by funds: $9.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$114M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$95.2M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$39.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.2M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$97.9M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$43.8M |
| 3 |
CJH
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
-$16.1M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$15.4M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$15.4M |
XMHQ Hedge Fund Activity: Q2 2024 in Review
311 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2024, worth a combined $3.26B — up 1.7% from $3.21B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new XMHQ positions and 29 closed out — a net gain of 32 holders — while 175 added to existing stakes and 59 trimmed.
The largest buyer was LPL Financial, adding an estimated $114M. The largest seller was Envestnet Asset Management, cutting an estimated $97.9M.
- 311 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2024, up from 287 in Q1 2024.
- Funds reported $3.26B of Invesco S&P MidCap Quality ETF stock for Q2 2024, up 1.7% quarter-over-quarter.
- 61 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2024 and 29 closed out, a net change of +32 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q2 2024 was LPL Financial, an estimated $114M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $97.9M sold.
Based on aggregated 13F filings for Q2 2024.