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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.49%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
LPL Financial
California
$447M
2
AAS
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26M
2
CCMG
Clark Capital Management Group
Pennsylvania
$0
3
CJH
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
Orion Portfolio Solutions
Nebraska
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
201
Berger Financial Group
Minnesota
$796K -$47.6K -491 -6%
Goldman Sachs
202
Goldman Sachs
New York
$793K +$255K +2,627 +47%
DFA
203
DHK Financial Advisors
New Hampshire
$776K – – –
MF
204
Meridian Financial
Massachusetts
$767K +$167K +1,720 +28%
KCFA
205
Key Client Fiduciary Advisors
New Jersey
$760K +$148K +1,524 +24%
TCWM
206
Total Clarity Wealth Management
Illinois
$750K +$424K +4,370 +130%
PSF
207
Pacific Sun Financial
California
$728K -$776 -8 -0.1%
RFN
208
Redwood Financial Network
Ohio
$714K +$3.98K +41 +0.6%
FFA
209
Farther Finance Advisors
California
$709K +$658K +6,855 +1,296%
CF
210
Centaurus Financial
California
$708K -$52.1K -537 -7%
AWM
211
AE Wealth Management
Kansas
$693K +$374K +3,858 +118%
O3W
212
Omni 360 Wealth
New Jersey
$677K +$393K +4,050 +139%
JCFM
213
JBR Co Financial Management
Oklahoma
$666K +$666K +6,861 New
MA
214
Mutual Advisors
Nebraska
$660K +$267K +2,631 +68%
WMWM
215
Whitaker-Myers Wealth Managers
Ohio
$653K +$40.2K +414 +7%
NW
216
NewEdge Wealth
Pennsylvania
$646K +$646K +6,653 New
FGA
217
Fortis Group Advisors
New Jersey
$636K +$33K +340 +5%
TPWA
218
Twin Peaks Wealth Advisors
California
$636K -$33.6K -346 -5%
SA
219
Sanctuary Advisors
Indiana
$636K +$636K +6,092 New
BFWM
220
Bright Futures Wealth Management
New York
$635K +$291K +2,995 +85%
SFS
221
Symphony Financial Services
Ohio
$634K +$634K +6,533 New
UWPG
222
Ullmann Wealth Partners Group
Florida
$628K +$120K +1,236 +24%
SWA
223
Sax Wealth Advisors
New Jersey
$628K +$628K +6,470 New
JWA
224
JFS Wealth Advisors
Pennsylvania
$602K – – –
BOM
225
Bank of Marin
California
$578K -$81K -835 -12%
7 8
9
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