Invesco S&P MidCap Quality ETF
XMHQ
85 hedge funds and large institutions have $211M 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.
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
24% more capital invested
Capital invested by funds: $170M → $211M (+$41.3M)
10% more funds holding
Funds holding: 77 → 85 (+8)
0.78% less ownership
Funds ownership: 60.49% → 59.71% (-0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$20.4M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$7.32M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$2.56M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.53M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.9M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.74M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.41M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.28M |
XMHQ Hedge Fund Activity: Q4 2022 in Review
85 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2022, worth a combined $211M — up 24% from $170M 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 $211M of Invesco S&P MidCap Quality ETF stock for Q4 2022, up 24% 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.