XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
$526M
2
Morgan Stanley
Morgan Stanley
New York
$215M
3
IAA
Independent Advisor Alliance
North Carolina
$23.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$82.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$38.1M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
$15.7M
2
GF
GGM Financials
Ohio
$2.2M
3
AWM
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$382K
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWAM
176
Duncan Williams Asset Management
Tennessee
$2.35M +$937K +9,519 +66%
CW
177
CreativeOne Wealth
Kansas
$2.34M +$87.9K +893 +4%
OBWG
178
Onyx Bridge Wealth Group
New York
$2.29M -$3.28M -33,347 -59%
CIG
179
CHB Investment Group
Pennsylvania
$2.26M -$139K -1,414 -6%
FHC
180
First Heartland Consultants
Missouri
$2.26M -$1.14M -11,547 -34%
HFW
181
Horizon Family Wealth
Illinois
$2.22M +$2.22M +22,594 New
OIA
182
OneDigital Investment Advisors
Kansas
$2.2M +$1.45M +14,708 +193%
GF
183
GGM Financials
Ohio
$2.2M -$14.1M -143,313 -87%
CRI
184
Colonial River Investments
Virginia
$2.17M +$202K +2,056 +10%
AWM
185
Axxcess Wealth Management
California
$2.15M +$192K +1,945 +10%
WA
186
Waverly Advisors
Alabama
$2.13M +$318K +3,226 +18%
DIA
187
Dana Investment Advisors
Wisconsin
$2.1M -$124K -1,255 -6%
FCM
188
Firestone Capital Management
Florida
$2.09M -$23.4K -238 -1%
LAS
189
LWM Advisory Services
Florida
$2.07M -$346K -3,512 -14%
OC
190
Optima Capital
Oregon
$2.07M +$2.07M +20,975 New
GGV
191
GG Group Ventures
Florida
$2M +$107K +1,087 +6%
WAG
192
Wiser Advisor Group
Arizona
$1.99M +$72.5K +736 +4%
Comerica Bank
193
Comerica Bank
Texas
$1.99M +$283K +2,875 +17%
Renaissance Technologies
194
Renaissance Technologies
New York
$1.94M +$1.94M +19,700 New
JWCA
195
J.W. Cole Advisors
Florida
$1.9M -$183K -1,859 -9%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.89M +$290K +2,944 +18%
BAM
197
Belpointe Asset Management
Nevada
$1.88M -$79.6K -787 -4%
FCA
198
Fortis Capital Advisors
Kansas
$1.88M -$79.6K -787 -4%
TCM
199
TD Capital Management
Tennessee
$1.88M +$112K +1,140 +6%
SOS
200
Silver Oak Securities
Tennessee
$1.85M +$326K +3,303 +21%
6 7
8
9 10