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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

62 hedge funds and large institutions have $158M invested in Invesco S&P MidCap Quality ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$17M
2
PAG
2
Private Advisor Group
New Jersey
$3.77M
3
Ameriprise
3
Ameriprise
Minnesota
$23.7M
4
NA
4
NewEdge Advisors
Louisiana
$5.09M
5
CA
5
Cetera Advisors
Colorado
$11.8M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
CCP
3
Cardan Capital Partners
Colorado
$562K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.1M 317,888 -25,585 -7%
Ameriprise
2
Ameriprise
Minnesota
$23.7M 312,557 +20,575 +7%
LPL Financial
3
LPL Financial
California
$17M 223,441 +62,314 +39%
CA
4
Cetera Advisors
Colorado
$11.8M 155,901 +11,102 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$11.5M 151,433 +2,652 +2%
GVAG
6
Great Valley Advisor Group
Delaware
$10.9M 143,212 +9,255 +7%
NA
7
NewEdge Advisors
Louisiana
$5.09M 66,976 +13,583 +25%
GLA
8
Good Life Advisors
Pennsylvania
$5.03M 66,262 +2,300 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.9M 51,314 +7,052 +16%
PAG
10
Private Advisor Group
New Jersey
$3.77M 49,601 +28,200 +132%
ACM
11
AlphaStar Capital Management
North Carolina
$3.69M 45,734 +2,730 +6%
PA
12
PSI Advisors
Florida
$3.27M 43,008 +3,326 +8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.16M 41,592 -9,099 -18%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.53M 33,340 +1,814 +6%
CAN
15
Cetera Advisor Networks
California
$2.46M 32,402 +5,007 +18%
CWP
16
Concord Wealth Partners
Virginia
$2.07M 27,260 -10,239 -27%
HI
17
Harbour Investments
Wisconsin
$2.07M 27,204 +2,846 +12%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.7M 22,361 -4,183 -16%
AAS
19
Avantax Advisory Services
Texas
$1.59M 20,884 +1,584 +8%
PA
20
PFG Advisors
Arizona
$1.25M 16,451 +1,272 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.23M 16,170 -1,240 -7%
UWM
22
USAdvisors Wealth Management
Minnesota
$1.18M 15,481 +225 +1%
PIA
23
Perennial Investment Advisors
California
$1.17M 15,401 +6,239 +68%
CBFP
24
Cedar Brook Financial Partners
Ohio
$1.12M 14,768 -3,865 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.1M 14,457 -2,693 -16%
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