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Invesco S&P MidCap Quality ETF

85 hedge funds and large institutions have $567M invested in Invesco S&P MidCap Quality ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $168M → $567M (+$399M)

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

10% more funds holding

Funds holding: 7785 (+8)

0.78% less ownership

Funds ownership: 60.49%59.71% (-0.78%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
36
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$356M -$9.41K -135 -3%
LPL Financial
2
LPL Financial
California
$68M +$20.4M +292,455 +42%
Morgan Stanley
3
Morgan Stanley
New York
$16.5M +$344K +4,931 +2%
Ameriprise
4
Ameriprise
Minnesota
$11.5M +$2.53M +36,313 +28%
Osaic Holdings
5
Osaic Holdings
Arizona
$10M -$10.2M -146,155 -50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.05M -$1.9M -27,256 -17%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.94M +$7.32M +105,068 +432%
FFN
8
Focus Financial Network
Minnesota
$7.29M +$72.6K +1,042 +1%
GLA
9
Good Life Advisors
Pennsylvania
$5.76M +$128K +1,830 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.48M +$1.05M +15,072 +23%
CAN
11
Cetera Advisor Networks
California
$5.36M +$157K +2,246 +3%
Bank of America
12
Bank of America
North Carolina
$3.17M +$995K +14,271 +45%
PA
13
PSI Advisors
Florida
$2.92M -$8.5K -122 -0.3%
CWP
14
Concord Wealth Partners
Virginia
$2.8M +$130K +1,860 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.71M -$70.7K -1,014 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.64M -$409K -5,868 -13%
TC
17
Trilogy Capital
California
$2.54M +$2.56M +36,732 New
AAS
18
Avantax Advisory Services
Texas
$2.19M +$56.2K +807 +3%
CBFP
19
Cedar Brook Financial Partners
Ohio
$2.18M +$118K +1,697 +6%
CAMV
20
Concord Asset Management (Virginia)
Virginia
$2.04M +$874K +12,546 +74%
PWP
21
Principle Wealth Partners
Connecticut
$1.91M -$12.2K -175 -0.6%
CRI
22
Colonial River Investments
Virginia
$1.9M -$186K -2,672 -9%
PA
23
PFG Advisors
Arizona
$1.86M -$272K -3,906 -13%
PIA
24
Perennial Investment Advisors
California
$1.85M +$2.58K +37 +0.1%
Stifel Financial
25
Stifel Financial
Missouri
$1.82M +$1.84M +26,348 New

XMHQ Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2022, worth a combined $567M — up 238% from $168M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMHQ positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.4M. The largest seller was Osaic Holdings, cutting an estimated $10.2M.

  • 85 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2022, up from 77 in Q3 2022.
  • Funds reported $567M of Invesco S&P MidCap Quality ETF stock for Q4 2022, up 238% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2022 was LPL Financial, an estimated $20.4M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2022 was Osaic Holdings, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2022.