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Invesco S&P MidCap Quality ETF

345 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 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

11% more funds holding

Funds holding: 311345 (+34)

2.99% less ownership

Funds ownership: 71.78%68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
201
Dynamic Advisor Solutions
Arizona
$976K -$29.8K -301 -3%
NFSG
202
Newbridge Financial Services Group
Florida
$942K +$41.1K +415 +5%
KWA
203
Kingswood Wealth Advisors
California
$928K +$896K +9,049 New
GJIA
204
Glass Jacobson Investment Advisors
Maryland
$891K +$423K +4,273 +97%
CWS
205
Confluence Wealth Services
Pennsylvania
$881K -$1.83M -18,453 -68%
PSF
206
Pacific Sun Financial
California
$858K +$84.6K +854 +11%
LFA
207
Legacy Financial Advisors
Kentucky
$857K -$5.84K -59 -0.7%
JCFM
208
JBR Co Financial Management
Oklahoma
$856K +$147K +1,486 +22%
BFG
209
Berger Financial Group
Minnesota
$849K +$6.83K +69 +0.8%
BFWM
210
Bright Futures Wealth Management
New York
$846K +$190K +1,918 +29%
PWH
211
Priebe Wealth Holdings
Minnesota
$839K +$228K +2,300 +39%
TCWM
212
Total Clarity Wealth Management
Illinois
$821K +$27.2K +275 +4%
DFA
213
DHK Financial Advisors
New Hampshire
$821K
CF
214
Centaurus Financial
California
$819K +$68.2K +689 +9%
MF
215
Meridian Financial
Massachusetts
$786K -$23.7K -239 -3%
OIA
216
OneDigital Investment Advisors
Kansas
$783K +$756K +7,630 New
KCFA
217
Key Client Fiduciary Advisors
New Jersey
$777K -$26.2K -265 -3%
GRP
218
Global Retirement Partners
California
$772K +$240K +2,421 +47%
RFN
219
Redwood Financial Network
Ohio
$767K +$11.8K +119 +2%
FGA
220
Fortis Group Advisors
New Jersey
$748K +$72.5K +732 +11%
WB
221
WesBanco Bank
West Virginia
$738K +$712K +7,190 New
FFA
222
Farther Finance Advisors
California
$726K -$30.3K -306 -4%
MA
223
Mutual Advisors
Nebraska
$703K +$45.3K +457 +7%
CA
224
Clearstead Advisors
Ohio
$696K +$541K +5,458 +410%
WMWM
225
Whitaker-Myers Wealth Managers
Ohio
$693K +$2.48K +25 +0.4%

XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.