Invesco S&P MidCap Quality ETF
XMHQ
212 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 24 reducing their positions, and 12 closing their positions.
467% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 12
354% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 24
275% more funds holding in top 10
Funds holding in top 10: 4 → 15 (+11)
100% more capital invested
Capital invested by funds: $942M → $1.88B (+$941M)
35% more funds holding
Funds holding: 157 → 212 (+55)
4.54% more ownership
Funds ownership: 68.77% → 73.31% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$104M |
| 2 |
LPL Financial
San Diego,
California
|
+$89.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$44.7M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$40.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
-$5.61M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.66M |
| 3 |
FCM
Firestone Capital Management
Coral Gables,
Florida
|
-$1.6M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$863K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$856K |
XMHQ Hedge Fund Activity: Q4 2023 in Review
212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.
- 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
- Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
- 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.
Based on aggregated 13F filings for Q4 2023.