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Invesco S&P MidCap Quality ETF

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EFA
176
Edge Financial Advisors
Illinois
$1.62M +$1.62M +15,784 New
GWSG
177
GPS Wealth Strategies Group
Colorado
$1.59M +$1.59M +15,499 New
WS
178
Wedbush Securities
California
$1.52M -$3.9K -38 -0.3%
SOS
179
Silver Oak Securities
Tennessee
$1.49M +$176K +1,827 +13%
DWAM
180
Duncan Williams Asset Management
Tennessee
$1.47M +$109K +1,060 +8%
RBFC
181
Roman Butler Fullerton & Co
Missouri
$1.45M +$94.4K +909 +7%
WA
182
Westfuller Advisors
New York
$1.36M +$1.36M +13,240 New
KWS
183
Keystone Wealth Services
California
$1.35M -$190K -1,857 -12%
IAA
184
Independent Advisor Alliance
North Carolina
$1.33M +$330K +3,221 +33%
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.33M +$23.7K +231 +2%
CFD
186
Creative Financial Designs
Indiana
$1.28M +$371K +3,616 +41%
IA
187
IFG Advisory
Georgia
$1.28M +$233K +2,268 +22%
SWM
188
SFG Wealth Management
Maryland
$1.28M -$62K -604 -5%
RFA
189
Rollins Financial Advisors
New York
$1.24M +$178K +1,736 +17%
FAIM
190
Financial Advocates Investment Management
Washington
$1.21M -$501K -4,884 -29%
TFP
191
Traction Financial Partners
Wyoming
$1.2M -$30.7K -299 -2%
PPP
192
Private Portfolio Partners
New Jersey
$1.17M +$184K +1,798 +19%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$1.16M +$2.05K +20 +0.2%
BCG
194
Breakwater Capital Group
New Jersey
$1.14M +$66.5K +648 +6%
KFP
195
KMG Fiduciary Partners
Ohio
$1.13M +$1.13M +10,985 New
KWM
196
Kingsview Wealth Management
Oregon
$1.09M +$759K +7,402 +228%
AWA
197
Arete Wealth Advisors
Illinois
$1.09M -$940K -9,211 -46%
FFS
198
Founders Financial Securities
Maryland
$1.05M +$185K +1,799 +21%
HPC
199
HM Payson & Co
Maine
$1.02M +$1.02M +9,900 New
DAS
200
Dynamic Advisor Solutions
Arizona
$976K -$30.9K -301 -3%