Invesco S&P MidCap Quality ETF
XMHQ
19 hedge funds and large institutions have $6.5M invested in Invesco S&P MidCap Quality ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 3 closing their positions.
5% less funds holding
Funds holding: 20 → 19 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
46% less capital invested
Capital invested by funds: $12.1M → $6.5M (-$5.56M)
56.36% less ownership
Funds ownership: 81.84% → 25.48% (-56%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$255K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$25.4K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$17.6K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.25K |
| 5 |
Morgan Stanley
New York
|
+$7.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$5.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$101K |
| 3 |
Jane Street
New York
|
-$77.5K |
| 4 |
SG Americas Securities
New York
|
-$53.2K |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$37.4K |
XMHQ Hedge Fund Activity: Q3 2018 in Review
19 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2018, worth a combined $6.5M — down 46% from $12.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of XMHQ and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 3 added.
The largest buyer was Cetera Advisor Networks, adding an estimated $255K. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $5.74M sold.
- 19 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2018, down from 20 in Q2 2018.
- Funds reported $6.5M of Invesco S&P MidCap Quality ETF stock for Q3 2018, down 46% quarter-over-quarter.
- 2 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2018 and 3 closed out, a net change of -1 holder.
- The largest Invesco S&P MidCap Quality ETF buyer in Q3 2018 was Cetera Advisor Networks, an estimated $255K added.
- The largest Invesco S&P MidCap Quality ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $5.74M sold.
Based on aggregated 13F filings for Q3 2018.