XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
201
Ullmann Wealth Partners Group
Florida
$577K +$440 +4 +0.1%
CWM
202
Cornerstone Wealth Management
Missouri
$574K +$35.2K +320 +7%
GRP
203
Global Retirement Partners
California
$542K +$282K +2,563 +108%
ACM
204
Absolute Capital Management
Pennsylvania
$532K -$225K -2,049 -30%
GAM
205
Gotham Asset Management
New York
$526K +$526K +4,776 New
Jones Financial Companies
206
Jones Financial Companies
Missouri
$519K +$449K +4,078 +635%
GWM
207
Geneos Wealth Management
Colorado
$504K +$348K +3,162 +223%
HW
208
Hancock Whitney
Mississippi
$496K – – –
MCC
209
Money Concepts Capital
Florida
$493K -$48.6K -442 -9%
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$492K +$89.6K +814 +22%
PAS
211
Park Avenue Securities
New York
$492K +$492K +4,471 New
IA
212
IFP Advisors
Florida
$492K -$68.2K -619 -12%
LNC
213
Lincoln National Corp
Pennsylvania
$465K +$465K +4,225 New
MWM
214
Maripau Wealth Management
Indiana
$453K -$25.6K -233 -5%
PWM
215
Perigon Wealth Management
California
$452K -$19.7K -179 -4%
WA1
216
Wimmer Associates 1
California
$429K +$132K +1,200 +45%
MA
217
Mutual Advisors
Nebraska
$425K +$425K +3,864 New
MA
218
MONECO Advisors
Connecticut
$415K -$19.8K -180 -5%
GJIA
219
Glass Jacobson Investment Advisors
Maryland
$405K +$405K +3,682 New
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$405K +$405K +3,680 New
HWM
221
HRC Wealth Management
Idaho
$405K +$405K +3,680 New
KDA
222
Kraft Davis & Associates
Missouri
$401K – – –
PCIA
223
Prime Capital Investment Advisors
Kansas
$401K +$5.39K +49 +1%
Bank of New York Mellon
224
Bank of New York Mellon
New York
$393K +$60.2K +547 +18%
TCWM
225
Total Clarity Wealth Management
Illinois
$370K +$370K +3,363 New
7 8
9
10 11