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Invesco S&P MidCap Quality ETF

75 hedge funds and large institutions have $223M invested in Invesco S&P MidCap Quality ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

14% more capital invested

Capital invested by funds: $196M → $223M (+$27.1M)

7% more funds holding

Funds holding: 7075 (+5)

3.63% more ownership

Funds ownership: 62.32%65.95% (+3.6%)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
37
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$37.8M +$13.7M +179,918 +56%
Morgan Stanley
2
Morgan Stanley
New York
$26.6M +$1.82M +23,904 +7%
Ameriprise
3
Ameriprise
Minnesota
$25.3M -$5.66M -74,189 -18%
Osaic Holdings
4
Osaic Holdings
Arizona
$14.3M +$12.5M +163,642 +634%
GVAG
5
Great Valley Advisor Group
Delaware
$11.8M +$441K +5,774 +4%
FFN
6
Focus Financial Network
Minnesota
$7.73M +$7.81M +102,305 New
CA
7
Cetera Advisors
Colorado
$7.69M -$4.29M -56,188 -36%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$7.43M -$4.43M -58,037 -37%
AWS
9
Atria Wealth Solutions
New York
$6.89M +$6.96M +91,192 New
NA
10
NewEdge Advisors
Louisiana
$5.78M +$247K +3,235 +4%
PAG
11
Private Advisor Group
New Jersey
$5.74M +$932K +12,213 +19%
GLA
12
Good Life Advisors
Pennsylvania
$5.49M +$244K +3,194 +5%
CAN
13
Cetera Advisor Networks
California
$4.89M +$1.05M +13,770 +27%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.31M +$691K +9,056 +19%
PA
15
PSI Advisors
Florida
$3.35M +$79.3K +1,039 +2%
CWP
16
Concord Wealth Partners
Virginia
$3.31M +$33.3K +437 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.28M +$32K +420 +1%
FHA
18
Flagship Harbor Advisors
Massachusetts
$2.63M +$796K +10,437 +43%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.38M -$6.94K -91 -0.3%
AAS
20
Avantax Advisory Services
Texas
$2.19M +$404K +5,293 +22%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.01M +$357K +4,685 +21%
CRI
22
Colonial River Investments
Virginia
$1.96M +$788K +10,327 +66%
CBFP
23
Cedar Brook Financial Partners
Ohio
$1.95M +$164K +2,153 +9%
Bank of America
24
Bank of America
North Carolina
$1.9M +$1.92M +25,147 New
PIA
25
Perennial Investment Advisors
California
$1.75M +$281K +3,677 +19%

XMHQ Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2022, worth a combined $223M — up 14% from $196M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XMHQ positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.7M. The largest seller was Ameriprise, cutting an estimated $5.66M.

  • 75 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2022, up from 70 in Q4 2021.
  • Funds reported $223M of Invesco S&P MidCap Quality ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2022 and 5 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2022 was LPL Financial, an estimated $13.7M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2022 was Ameriprise, an estimated $5.66M sold.

Based on aggregated 13F filings for Q1 2022.