Invesco S&P MidCap Quality ETF
XMHQ
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.
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
3% more funds holding
Funds holding: 60 → 62 (+2)
0.7% less ownership
Funds ownership: 59.96% → 59.26% (-0.7%)
3% less capital invested
Capital invested by funds: $163M → $158M (-$5.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.82M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.18M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.59M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.05M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$3.92M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.83M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.1M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$2M |
| 5 |
Morgan Stanley
New York
|
-$1.98M |
XMHQ Hedge Fund Activity: Q3 2021 in Review
62 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2021, worth a combined $158M — down 3.3% from $163M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XMHQ positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.82M. The largest seller was Valmark Advisers, exiting entirely with an estimated $3.92M sold.
- 62 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2021, up from 60 in Q2 2021.
- Funds reported $158M of Invesco S&P MidCap Quality ETF stock for Q3 2021, down 3.3% quarter-over-quarter.
- 9 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2021 and 7 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q3 2021 was LPL Financial, an estimated $4.82M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q3 2021 was Valmark Advisers, an estimated $3.92M sold.
Based on aggregated 13F filings for Q3 2021.