We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

22 hedge funds and large institutions have $7.85M invested in Invesco S&P MidCap Quality ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

16% more funds holding

Funds holding: 19 → 22 (+3)

11% more capital invested

Capital invested by funds: $7.08M → $7.85M (+$775K)

3.14% more ownership

Funds ownership: 28.37% → 31.51% (+3.1%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$482K
2
Citadel Advisors
Citadel Advisors
Florida
+$435K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$376K
4
LPL Financial
LPL Financial
California
+$211K
5
SPIA
Steward Partners Investment Advisory
New York
+$94.7K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$571K
2
Bank of America
Bank of America
North Carolina
-$231K
3
Morgan Stanley
Morgan Stanley
New York
-$40.8K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$13.8K
5
CCM
Cribstone Capital Management
Maine
-$3.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.24M -$40.8K -818 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.12M +$376K +7,552 +51%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$774K +$482K +9,662 +165%
CAN
4
Cetera Advisor Networks
California
$759K – – –
Citadel Advisors
5
Citadel Advisors
Florida
$734K +$435K +8,724 +145%
Wells Fargo
6
Wells Fargo
California
$439K -$698 -14 -0.2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$397K -$13.8K -276 -3%
UWPG
8
Ullmann Wealth Partners Group
Florida
$317K +$150 +3 +0%
CWM
9
Cornerstone Wealth Management
Missouri
$255K – – –
LPL Financial
10
LPL Financial
California
$211K +$211K +4,242 New
UBS Group
11
UBS Group
Switzerland
$118K -$571K -11,450 -83%
SPIA
12
Steward Partners Investment Advisory
New York
$94K +$94.7K +1,900 New
Bank of America
13
Bank of America
North Carolina
$89K -$231K -4,633 -72%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$89K – – –
CAL
15
Capital Advisors Ltd
Ohio
$72K +$199 +4 +0.3%
AA
16
Advisory Alpha
Michigan
$41.7K +$42.9K +860 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$26K – – –
CCM
18
Cribstone Capital Management
Maine
$23K -$3.74K -75 -14%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$23K – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$17K – – –
NFG
21
Next Financial Group
Texas
$16K – – –
IA
22
IFP Advisors
Florida
$2K +$2.24K +45 New

XMHQ Hedge Fund Activity: Q3 2019 in Review

22 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2019, worth a combined $7.85M — up 11% from $7.08M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XMHQ positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $482K. The largest seller was UBS Group, cutting an estimated $571K.

  • 22 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2019, up from 19 in Q2 2019.
  • Funds reported $7.85M of Invesco S&P MidCap Quality ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2019 and 1 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $482K added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2019 was UBS Group, an estimated $571K sold.

Based on aggregated 13F filings for Q3 2019.