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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+55
Holders Change %
+35.26%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$31.1K +$31.1K +351 New
TCM
202
TD Capital Management
Tennessee
$22.3K +$22.3K +251 New
TLA
203
Tanglewood Legacy Advisors
Texas
$17.7K – – –
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$16.9K – – –
CJ
205
Caitlin John
Michigan
$15.2K +$15.2K +171 New
FFA
206
Farther Finance Advisors
California
$13.1K – – –
SIC
207
Salem Investment Counselors
North Carolina
$12.1K +$12.1K +136 New
Fidelity Investments
208
Fidelity Investments
Massachusetts
$11.9K -$51.5K -580 -81%
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.58K – – –
OP
210
ORG Partners
Indiana
$5.41K +$5.41K +61 New
FCT
211
First Community Trust
Iowa
$3.37K +$3.37K +38 New
HGA
212
Hobbs Group Advisors
South Carolina
$1.35K +$1.35K +15 New
EE
213
EWG Elevate
California
– -$5.61M -69,706 Closed
EF
214
Empowered Funds
Pennsylvania
– -$1.66M -20,567 Closed
FCM
215
Firestone Capital Management
Florida
– -$1.6M -19,853 Closed
FEM
216
Fulcrum Equity Management
Texas
– -$863K -10,719 Closed
WEG
217
World Equity Group
Illinois
– -$815K -10,117 Closed
SWM
218
SFG Wealth Management
Maryland
– -$630K -7,828 Closed
LCGC
219
Legacy Capital Group California
California
– -$326K -4,045 Closed
GAA
220
Global Assets Advisory
Florida
– -$281K -3,484 Closed
FAIM
221
Financial Advocates Investment Management
Washington
– -$224K -2,780 Closed
AWM
222
Angeles Wealth Management
California
– -$43.5K -540 Closed
PCM
223
Penserra Capital Management
California
– -$7K -89 Closed
RIA
224
Realta Investment Advisors
Delaware
– -$6.54K -81 Closed
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