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Invesco S&P MidCap Quality ETF
XMHQ

70 hedge funds and large institutions have $196M invested in Invesco S&P MidCap Quality ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

208% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 12

24% more capital invested

Capital invested by funds: $158M → $196M (+$37.4M)

13% more funds holding

Funds holding: 62 → 70 (+8)

3.06% more ownership

Funds ownership: 59.26% → 62.32% (+3.1%)

Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.77M
2
Ameriprise
Ameriprise
Minnesota
+$7.7M
3
FHA
Flagship Harbor Advisors
Massachusetts
+$1.95M
4
CAN
Cetera Advisor Networks
California
+$1.48M
5
CWP
Concord Wealth Partners
Virginia
+$1.29M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$2.09M
2
FTUS
Flow Traders U.S.
New York
-$698K
3
AA
Advisory Alpha
Michigan
-$361K
4
FEM
Fulcrum Equity Management
Texas
-$283K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$32.8M +$7.7M +96,474 +31%
Morgan Stanley
2
Morgan Stanley
New York
$26.3M +$819K +10,270 +3%
LPL Financial
3
LPL Financial
California
$25.7M +$7.77M +97,393 +44%
CA
4
Cetera Advisors
Colorado
$12.7M +$166K +2,081 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$12.5M +$392K +4,909 +3%
GVAG
6
Great Valley Advisor Group
Delaware
$12.1M +$628K +7,874 +5%
NA
7
NewEdge Advisors
Louisiana
$5.88M +$501K +6,282 +9%
GLA
8
Good Life Advisors
Pennsylvania
$5.57M +$255K +3,201 +5%
PAG
9
Private Advisor Group
New Jersey
$5.12M +$1.13M +14,149 +29%
CAN
10
Cetera Advisor Networks
California
$4.09M +$1.48M +18,607 +57%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.85M -$264K -3,305 -6%
ACM
12
AlphaStar Capital Management
North Carolina
$3.6M -$56.7K -711 -2%
PA
13
PSI Advisors
Florida
$3.53M +$20.2K +253 +0.6%
CWP
14
Concord Wealth Partners
Virginia
$3.48M +$1.29M +16,163 +59%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.45M +$114K +1,430 +3%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.54M -$138K -1,734 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.07M +$275K +3,443 +15%
FHA
18
Flagship Harbor Advisors
Massachusetts
$1.96M +$1.95M +24,413 New
AAS
19
Avantax Advisory Services
Texas
$1.9M +$221K +2,775 +13%
CBFP
20
Cedar Brook Financial Partners
Ohio
$1.9M +$709K +8,887 +60%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.76M +$593K +7,432 +51%
PA
22
PFG Advisors
Arizona
$1.57M +$249K +3,119 +19%
PIA
23
Perennial Investment Advisors
California
$1.56M +$332K +4,158 +27%
CAMV
24
Concord Asset Management (Virginia)
Virginia
$1.45M +$1.44M +18,074 New
UWM
25
USAdvisors Wealth Management
Minnesota
$1.27M +$26.9K +337 +2%
1
2 3

XMHQ Hedge Fund Activity: Q4 2021 in Review

70 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2021, worth a combined $196M — up 24% from $158M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XMHQ positions and 4 closed out — a net gain of 11 holders — while 37 added to existing stakes and 12 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.77M. The largest seller was Harbour Investments, cutting an estimated $2.09M.

  • 70 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $196M of Invesco S&P MidCap Quality ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2021 was LPL Financial, an estimated $7.77M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2021 was Harbour Investments, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2021.