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Invesco S&P MidCap Quality ETF
XMHQ

36 hedge funds and large institutions have $65.3M invested in Invesco S&P MidCap Quality ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

71% more capital invested

Capital invested by funds: $38.1M → $65.3M (+$27.2M)

24% more funds holding

Funds holding: 29 → 36 (+7)

1.41% more ownership

Funds ownership: 63.36% → 64.77% (+1.4%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
Great Valley Advisor Group
Delaware
+$7.26M
2
ACM
AlphaStar Capital Management
North Carolina
+$2.46M
3
LPL Financial
LPL Financial
California
+$2.31M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.26M
5
VWA
V Wealth Advisors
Kansas
+$1.08M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.39M
2
CA
Cetera Advisors
Colorado
-$525K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$391K
4
CAN
Cetera Advisor Networks
California
-$18.4K
5
F
F3Logic
Minnesota
-$1.53K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.2M +$68.8K +1,112 +0.5%
CA
2
Cetera Advisors
Colorado
$9.27M -$525K -8,488 -6%
GVAG
3
Great Valley Advisor Group
Delaware
$7.86M +$7.26M +117,313 New
LPL Financial
4
LPL Financial
California
$7.05M +$2.31M +37,263 +55%
GLA
5
Good Life Advisors
Pennsylvania
$3.92M +$132K +2,128 +4%
ACM
6
AlphaStar Capital Management
North Carolina
$2.79M +$2.46M +39,746 New
FFN
7
Focus Financial Network
Minnesota
$2.25M +$894K +14,453 +76%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.14M +$1.26M +20,383 +176%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.75M +$376K +6,081 +30%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.47M +$767K +12,401 +129%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.35M +$95.8K +1,548 +8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.24M -$391K -6,323 -25%
VWA
13
V Wealth Advisors
Kansas
$1.17M +$1.08M +17,444 New
AAS
14
Avantax Advisory Services
Texas
$1.11M +$86.2K +1,394 +9%
Ameriprise
15
Ameriprise
Minnesota
$1.05M +$122K +1,970 +14%
CAN
16
Cetera Advisor Networks
California
$974K -$18.4K -298 -2%
UWM
17
USAdvisors Wealth Management
Minnesota
$758K +$686K +11,083 New
PA
18
PFG Advisors
Arizona
$733K +$249K +4,026 +58%
PA
19
PSI Advisors
Florida
$552K +$510K +8,250 New
CBFP
20
Cedar Brook Financial Partners
Ohio
$504K +$465K +7,514 New
Osaic Holdings
21
Osaic Holdings
Arizona
$502K +$284K +4,590 +159%
Wells Fargo
22
Wells Fargo
California
$495K +$62 +1 +0%
UWPG
23
Ullmann Wealth Partners Group
Florida
$389K +$124 +2 +0%
CAL
24
Capital Advisors Ltd
Ohio
$321K +$179K +2,897 +197%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$315K +$6.93K +112 +2%
1
2

XMHQ Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2020, worth a combined $65.3M — up 71% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XMHQ positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $7.26M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.39M sold.

  • 36 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2020, up from 29 in Q3 2020.
  • Funds reported $65.3M of Invesco S&P MidCap Quality ETF stock for Q4 2020, up 71% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2020 was Great Valley Advisor Group, an estimated $7.26M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2020.