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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.77M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.7M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.95M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.48M |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.09M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$698K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$361K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$283K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$264K |
XMHQ Hedge Fund Activity: Q4 2021 in Review
70 of the 6,518 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.