Invesco S&P MidCap Quality ETF
XMHQ
21 hedge funds and large institutions have $7.72M invested in Invesco S&P MidCap Quality ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.
2.19% more ownership
Funds ownership: 35.22% → 37.41% (+2.2%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
5% less funds holding
Funds holding: 22 → 21 (-1)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
18% less capital invested
Capital invested by funds: $9.42M → $7.72M (-$1.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$518K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$386K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$173K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$162K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$275K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$196K |
| 3 |
Morgan Stanley
New York
|
-$108K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$21.4K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$17K |
XMHQ Hedge Fund Activity: Q1 2020 in Review
21 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2020, worth a combined $7.72M — down 18% from $9.42M a quarter earlier.
Fund positioning in XMHQ was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $518K. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $275K sold.
- 21 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2020, down from 22 in Q4 2019.
- Funds reported $7.72M of Invesco S&P MidCap Quality ETF stock for Q1 2020, down 18% quarter-over-quarter.
- 3 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2020 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2020 was LPL Financial, an estimated $518K added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2020 was Cornerstone Wealth Management, an estimated $275K sold.
Based on aggregated 13F filings for Q1 2020.