We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

55 hedge funds and large institutions have $126M invested in Invesco S&P MidCap Quality ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 6

93% more capital invested

Capital invested by funds: $65.3M → $126M (+$60.8M)

53% more funds holding

Funds holding: 36 → 55 (+19)

0.42% less ownership

Funds ownership: 64.77% → 64.35% (-0.42%)

Holders
55
Holders Change
+19
Holders Change %
+52.78%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
24
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$6.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.36M
4
LPL Financial
LPL Financial
California
+$3.9M
5
NA
NewEdge Advisors
Louisiana
+$3.58M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
-$2.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$991K
3
VWA
V Wealth Advisors
Kansas
-$550K
4
CAL
Capital Advisors Ltd
Ohio
-$211K
5
UWPG
Ullmann Wealth Partners Group
Florida
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.9M +$6.5M +89,042 +42%
LPL Financial
2
LPL Financial
California
$12.1M +$3.9M +53,393 +51%
Ameriprise
3
Ameriprise
Minnesota
$11.8M +$10.9M +149,320 +957%
CA
4
Cetera Advisors
Colorado
$10.7M +$186K +2,550 +2%
GVAG
5
Great Valley Advisor Group
Delaware
$9.8M +$833K +11,404 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.27M +$5.36M +73,478 +334%
GLA
7
Good Life Advisors
Pennsylvania
$4.49M +$33.1K +454 +0.8%
NA
8
NewEdge Advisors
Louisiana
$3.74M +$3.58M +49,089 New
VA
9
Valmark Advisers
Ohio
$3.71M +$3.56M +48,715 New
RJA
10
Raymond James & Associates
Florida
$3.58M +$3.43M +47,008 New
ACM
11
AlphaStar Capital Management
North Carolina
$3.14M +$107K +1,460 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.94M +$489K +6,700 +21%
PA
13
PSI Advisors
Florida
$2.69M +$1.97M +27,025 +328%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.45M +$440K +6,029 +23%
CWP
15
Concord Wealth Partners
Virginia
$2.21M +$2.08M +28,528 +5,373%
HI
16
Harbour Investments
Wisconsin
$2.18M +$2.09M +28,684 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.9M +$1.82M +24,924 New
MML Investors Services
18
MML Investors Services
Massachusetts
$1.81M +$262K +3,592 +18%
AAS
19
Avantax Advisory Services
Texas
$1.35M +$87.5K +1,199 +7%
CBFP
20
Cedar Brook Financial Partners
Ohio
$1.26M +$656K +8,985 +120%
CAN
21
Cetera Advisor Networks
California
$1.22M +$112K +1,539 +11%
PA
22
PFG Advisors
Arizona
$1.07M +$231K +3,166 +29%
UWM
23
USAdvisors Wealth Management
Minnesota
$1.06M +$205K +2,812 +25%
Osaic Holdings
24
Osaic Holdings
Arizona
$956K +$371K +5,080 +68%
FHA
25
Flagship Harbor Advisors
Massachusetts
$947K +$658K +9,012 +263%
1
2 3

XMHQ Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2021, worth a combined $126M — up 93% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMHQ positions and 1 closed out — a net gain of 19 holders — while 24 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $10.9M. The largest seller was Focus Financial Network, exiting entirely with an estimated $2.25M sold.

  • 55 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2021, up from 36 in Q4 2020.
  • Funds reported $126M of Invesco S&P MidCap Quality ETF stock for Q1 2021, up 93% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2021 and 1 closed out, a net change of +19 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2021 was Ameriprise, an estimated $10.9M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2021 was Focus Financial Network, an estimated $2.25M sold.

Based on aggregated 13F filings for Q1 2021.