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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

344 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$115M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$97.3M
4
Morgan Stanley
Morgan Stanley
New York
$199M
5
HighTower Advisors
HighTower Advisors
Illinois
$77.2M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
2
MIH
Meitav Investment House
Israel
$0
3
APCM
Alaska Permanent Capital Management
Alaska
$20.3K
4
AWM
Avior Wealth Management
Nebraska
$16.4M
5
RWA
Redhawk Wealth Advisors
Minnesota
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
201
Newbridge Financial Services Group
Florida
$942K +$42.6K +415 +5%
KWA
202
Kingswood Wealth Advisors
California
$928K +$928K +9,049 New
GJIA
203
Glass Jacobson Investment Advisors
Maryland
$891K +$438K +4,273 +97%
CWS
204
Confluence Wealth Services
Pennsylvania
$881K -$1.89M -18,453 -68%
PSF
205
Pacific Sun Financial
California
$858K +$87.6K +854 +11%
LFA
206
Legacy Financial Advisors
Kentucky
$857K -$6.05K -59 -0.7%
JCFM
207
JBR Co Financial Management
Oklahoma
$856K +$152K +1,486 +22%
BFG
208
Berger Financial Group
Minnesota
$849K +$7.08K +69 +0.8%
BFWM
209
Bright Futures Wealth Management
New York
$846K +$192K +1,918 +29%
PWH
210
Priebe Wealth Holdings
Minnesota
$839K +$236K +2,300 +39%
TCWM
211
Total Clarity Wealth Management
Illinois
$821K +$28.2K +275 +4%
DFA
212
DHK Financial Advisors
New Hampshire
$821K – – –
CF
213
Centaurus Financial
California
$819K +$70.7K +689 +9%
MF
214
Meridian Financial
Massachusetts
$786K -$24.5K -239 -3%
OIA
215
OneDigital Investment Advisors
Kansas
$783K +$783K +7,630 New
KCFA
216
Key Client Fiduciary Advisors
New Jersey
$777K -$27.2K -265 -3%
GRP
217
Global Retirement Partners
California
$772K +$248K +2,421 +47%
RFN
218
Redwood Financial Network
Ohio
$767K +$12.2K +119 +2%
FGA
219
Fortis Group Advisors
New Jersey
$748K +$75.1K +732 +11%
WB
220
WesBanco Bank
West Virginia
$738K +$738K +7,190 New
FFA
221
Farther Finance Advisors
California
$726K -$31.4K -306 -4%
MA
222
Mutual Advisors
Nebraska
$703K +$46.2K +457 +7%
CA
223
Clearstead Advisors
Ohio
$696K +$560K +5,458 +410%
WMWM
224
Whitaker-Myers Wealth Managers
Ohio
$693K +$2.56K +25 +0.4%
SFS
225
Symphony Financial Services
Ohio
$679K +$16.8K +166 +3%
7 8
9
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