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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

78 hedge funds and large institutions have $174M invested in Invesco S&P MidCap Quality ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$38.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.81M
4
PWP
4
Principle Wealth Partners
Connecticut
$1.82M
5
GVAG
5
Great Valley Advisor Group
Delaware
$11M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$10.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
PAG
3
Private Advisor Group
New Jersey
$335K
4
AWS
4
Atria Wealth Solutions
New York
$2.44M
5
CA
5
Cetera Advisors
Colorado
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$38.9M 611,899 +111,147 +22%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.4M 242,179 +52,733 +28%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M 225,858 -126,204 -36%
GVAG
4
Great Valley Advisor Group
Delaware
$11M 172,553 +15,693 +10%
Ameriprise
5
Ameriprise
Minnesota
$10.5M 165,240 -169,602 -51%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.81M 138,523 +40,218 +41%
FFN
7
Focus Financial Network
Minnesota
$6.69M 105,241 +2,936 +3%
GLA
8
Good Life Advisors
Pennsylvania
$5.08M 79,970 +7,313 +10%
CAN
9
Cetera Advisor Networks
California
$4.35M 68,402 +3,623 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.85M 60,487 +3,422 +6%
CA
11
Cetera Advisors
Colorado
$3.75M 59,026 -42,768 -42%
PA
12
PSI Advisors
Florida
$2.81M 44,203 -97 -0.2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.74M 43,165 -277 -0.6%
CWP
14
Concord Wealth Partners
Virginia
$2.57M 40,450 -3,410 -8%
AWS
15
Atria Wealth Solutions
New York
$2.44M 38,373 -52,819 -58%
NA
16
NewEdge Advisors
Louisiana
$2.3M 36,244 -40,249 -53%
CRI
17
Colonial River Investments
Virginia
$2.3M 36,240 +10,257 +39%
Bank of America
18
Bank of America
North Carolina
$2.21M 34,816 +9,669 +38%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.17M 34,055 +7,481 +28%
AAS
20
Avantax Advisory Services
Texas
$2.03M 31,980 +3,028 +10%
PWP
21
Principle Wealth Partners
Connecticut
$1.82M 28,619 +21,250 +288%
PA
22
PFG Advisors
Arizona
$1.8M 28,368 +6,740 +31%
CBFP
23
Cedar Brook Financial Partners
Ohio
$1.74M 27,302 +1,494 +6%
PIA
24
Perennial Investment Advisors
California
$1.66M 26,028 +2,792 +12%
FHA
25
Flagship Harbor Advisors
Massachusetts
$1.51M 23,742 -11,108 -32%
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