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Invesco S&P MidCap Quality ETF

20 hedge funds and large institutions have $12.1M invested in Invesco S&P MidCap Quality ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

81.84% more ownership

Funds ownership: 0%81.84% (+82%)

Holders
20
Holders Change
+20
Holders Change %
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Cornerstone Wealth Management
Missouri
$5.74M +$13.5M +280,674 New
Morgan Stanley
2
Morgan Stanley
New York
$2.08M +$2.04M +42,345 New
Jane Street
3
Jane Street
New York
$839K +$823K +17,081 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$580K +$569K +11,805 New
CAN
5
Cetera Advisor Networks
California
$512K +$501K +10,400 New
Wells Fargo
6
Wells Fargo
California
$434K +$426K +8,828 New
UBS Group
7
UBS Group
Switzerland
$375K +$368K +7,625 New
UWPG
8
Ullmann Wealth Partners Group
Florida
$371K +$364K +7,558 New
Bank of America
9
Bank of America
North Carolina
$335K +$329K +6,830 New
SG Americas Securities
10
SG Americas Securities
New York
$252K +$248K +5,138 New
VNA
11
Valley National Advisers
Pennsylvania
$117K +$115K +2,376 New
GWS
12
Glassman Wealth Services
Virginia
$109K +$107K +2,219 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$88K +$86.1K +1,785 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$72K +$71.1K +1,475 New
CCM
15
Cribstone Capital Management
Maine
$60K +$59K +1,224 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$34K +$33.2K +689 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$26K +$25.6K +530 New
B
18
Bridgeworth
Alabama
$15K +$14.9K +310 New
RWP
19
RWA Wealth Partners
Massachusetts
$14K +$13.9K +289 New
Parallax Volatility Advisers
20
Parallax Volatility Advisers
California
+$48 +1 New

XMHQ Hedge Fund Activity: Q2 2018 in Review

20 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2018, worth a combined $12.1M.

Buyers outnumbered sellers: 20 funds opened new XMHQ positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $13.5M.

  • 20 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $12.1M of Invesco S&P MidCap Quality ETF stock for Q2 2018.
  • 20 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2018 and 0 closed out, a net change of +20 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $13.5M added.

Based on aggregated 13F filings for Q2 2018.