We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

18 hedge funds and large institutions have $24.8M invested in Invesco S&P MidCap Quality ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more capital invested

Capital invested by funds: $7.72M → $24.8M (+$17.1M)

21.31% more ownership

Funds ownership: 37.41%58.72% (+21%)

14% less funds holding

Funds holding: 2118 (-3)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$11.9M +$8.68M +180,382 +405%
CA
2
Cetera Advisors
Colorado
$7.53M +$6.87M +142,726 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.2M -$582K -12,088 -35%
LPL Financial
4
LPL Financial
California
$848K +$66.6K +1,384 +9%
CAN
5
Cetera Advisor Networks
California
$783K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$573K -$403K -8,368 -44%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$514K +$135K +2,809 +40%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$407K -$2.41K -50 -0.6%
Wells Fargo
9
Wells Fargo
California
$390K -$58.8K -1,221 -14%
UWPG
10
Ullmann Wealth Partners Group
Florida
$317K +$48 +1 +0%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$94K
CAL
12
Capital Advisors Ltd
Ohio
$77K +$144 +3 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$49K
SPIA
14
Steward Partners Investment Advisory
New York
$40K -$43.3K -900 -55%
UBS Group
15
UBS Group
Switzerland
$37K -$43.1K -896 -56%
FHA
16
Flagship Harbor Advisors
Massachusetts
$27K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$24K
CCM
18
Cribstone Capital Management
Maine
$2K -$5.97K -124 -75%
Citadel Advisors
19
Citadel Advisors
Florida
-$803K -19,466 Closed
AA
20
Advisory Alpha
Michigan
-$38.2K -860 Closed
AIC
21
Ameritas Investment Company
Nebraska
-$14K -335 Closed
NFG
22
Next Financial Group
Texas
-$13K -326 Closed

XMHQ Hedge Fund Activity: Q2 2020 in Review

18 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2020, worth a combined $24.8M — up 221% from $7.72M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of XMHQ and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Morgan Stanley, adding an estimated $8.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $803K sold.

  • 18 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2020, down from 21 in Q1 2020.
  • Funds reported $24.8M of Invesco S&P MidCap Quality ETF stock for Q2 2020, up 221% quarter-over-quarter.
  • 1 fund opened new Invesco S&P MidCap Quality ETF positions in Q2 2020 and 4 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2020 was Morgan Stanley, an estimated $8.68M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2020 was Citadel Advisors, an estimated $803K sold.

Based on aggregated 13F filings for Q2 2020.