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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EFA
176
Edge Financial Advisors
Illinois
$1.62M +$183K +1,848 +13%
GWSG
177
GPS Wealth Strategies Group
Colorado
$1.59M +$1.53M +15,499 New
WS
178
Wedbush Securities
California
$1.52M -$3.76K -38 -0.3%
SOS
179
Silver Oak Securities
Tennessee
$1.49M +$181K +1,827 +13%
DWAM
180
Duncan Williams Asset Management
Tennessee
$1.47M +$105K +1,060 +8%
RBFC
181
Roman Butler Fullerton & Co
Missouri
$1.45M +$90K +909 +7%
WA
182
Westfuller Advisors
New York
$1.36M +$1.31M +13,240 New
KWS
183
Keystone Wealth Services
California
$1.35M -$184K -1,857 -12%
IAA
184
Independent Advisor Alliance
North Carolina
$1.33M +$319K +3,221 +33%
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.33M +$22.9K +231 +2%
CFD
186
Creative Financial Designs
Indiana
$1.28M +$358K +3,616 +41%
IA
187
IFG Advisory
Georgia
$1.28M +$225K +2,268 +22%
SWM
188
SFG Wealth Management
Maryland
$1.28M -$59.8K -604 -5%
RFA
189
Rollins Financial Advisors
New York
$1.24M +$172K +1,736 +17%
IFG
190
Independent Financial Group
California
$1.21M -$63.7K -643 -5%
FAIM
191
Financial Advocates Investment Management
Washington
$1.21M -$484K -4,884 -29%
TFP
192
Traction Financial Partners
Wyoming
$1.2M -$29.6K -299 -2%
PPP
193
Private Portfolio Partners
New Jersey
$1.17M +$178K +1,798 +19%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$1.16M +$1.98K +20 +0.2%
BCG
195
Breakwater Capital Group
New Jersey
$1.14M +$64.2K +648 +6%
KFP
196
KMG Fiduciary Partners
Ohio
$1.13M +$1.09M +10,985 New
KWM
197
Kingsview Wealth Management
Oregon
$1.09M +$733K +7,402 +228%
AWA
198
Arete Wealth Advisors
Illinois
$1.09M -$912K -9,211 -46%
FFS
199
Founders Financial Securities
Maryland
$1.05M +$178K +1,799 +21%
HPC
200
HM Payson & Co
Maine
$1.02M +$980K +9,900 New

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.