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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.5M
2
Morgan Stanley
Morgan Stanley
New York
+$23.3M
3
IAA
Independent Advisor Alliance
North Carolina
+$21.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$21.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$17M

Top Sellers

1
GLA
Good Life Advisors
Pennsylvania
-$19M
2
GF
GGM Financials
Ohio
-$14.1M
3
AWM
Avior Wealth Management
Nebraska
-$12.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$7.4M
5
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$5.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
201
SWMG LLC
Texas
$1.75M -$80.9K -779 -4%
GWSG
202
GPS Wealth Strategies Group
Colorado
$1.72M +$194K +1,967 +13%
Goldman Sachs
203
Goldman Sachs
New York
$1.68M +$1.68M +17,049 New
Creative Planning
204
Creative Planning
Kansas
$1.67M -$106K -1,076 -6%
IWC
205
Integrated Wealth Concepts
Massachusetts
$1.64M +$367K +3,724 +29%
CAG
206
Csenge Advisory Group
Florida
$1.59M -$2.76K -28 -0.2%
RBFC
207
Roman Butler Fullerton & Co
Missouri
$1.58M +$157K +1,535 +11%
EFA
208
Edge Financial Advisors
Illinois
$1.56M +$6.7K +68 +0.4%
GJIA
209
Glass Jacobson Investment Advisors
Maryland
$1.48M +$627K +6,365 +73%
CFD
210
Creative Financial Designs
Indiana
$1.48M +$249K +2,527 +20%
VFG
211
Victory Financial Group
Texas
$1.45M +$1.45M +14,760 New
WA
212
Westfuller Advisors
New York
$1.44M +$138K +1,402 +11%
IA
213
Integrity Alliance
Iowa
$1.42M +$1.42M +14,444 New
TFP
214
Traction Financial Partners
Wyoming
$1.41M +$259K +2,633 +22%
WS
215
Wedbush Securities
California
$1.41M -$47.5K -482 -3%
NIWA
216
New Insight Wealth Advisors
California
$1.36M +$769K +7,813 +130%
BFO
217
Biltmore Family Office
North Carolina
$1.36M +$1.16M +11,756 +575%
PPP
218
Private Portfolio Partners
New Jersey
$1.34M +$214K +2,174 +19%
HIA
219
Harbor Investment Advisory
Maryland
$1.26M +$926K +9,408 +278%
KFP
220
KMG Fiduciary Partners
Ohio
$1.22M +$142K +1,446 +13%
BBHC
221
Brown Brothers Harriman & Co
New York
$1.2M -$466K -4,728 -28%
FFS
222
Founders Financial Securities
Maryland
$1.14M +$134K +1,361 +13%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$1.13M +$15.7K +159 +1%
KWM
224
Kingsview Wealth Management
Oregon
$1.12M +$76K +772 +7%
BWG
225
Beta Wealth Group
California
$1.12M +$1.12M +11,354 New
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