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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$8.94M
3
TC
3
Trilogy Capital
California
$2.54M
4
Ameriprise
4
Ameriprise
Minnesota
$11.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.82M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10M
2
AWA
2
Arete Wealth Advisors
Illinois
$356M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$9.05M
4
AWS
4
Atria Wealth Solutions
New York
$842K
5
GVAG
5
Great Valley Advisor Group
Delaware
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$356M 5,161 -135 -3%
LPL Financial
2
LPL Financial
California
$68M 984,977 +292,455 +42%
Morgan Stanley
3
Morgan Stanley
New York
$16.5M 238,247 +4,931 +2%
Ameriprise
4
Ameriprise
Minnesota
$11.5M 167,291 +36,313 +28%
Osaic Holdings
5
Osaic Holdings
Arizona
$10M 145,366 -146,155 -50%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.05M 131,074 -27,256 -17%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$8.94M 129,382 +105,068 +432%
FFN
8
Focus Financial Network
Minnesota
$7.29M 105,580 +1,042 +1%
GLA
9
Good Life Advisors
Pennsylvania
$5.76M 83,386 +1,830 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.48M 79,408 +15,072 +23%
CAN
11
Cetera Advisor Networks
California
$5.36M 77,625 +2,246 +3%
Bank of America
12
Bank of America
North Carolina
$3.17M 45,872 +14,271 +45%
PA
13
PSI Advisors
Florida
$2.92M 42,267 -122 -0.3%
CWP
14
Concord Wealth Partners
Virginia
$2.8M 40,501 +1,860 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.71M 39,230 -1,014 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.64M 38,227 -5,868 -13%
TC
17
Trilogy Capital
California
$2.54M 36,732 +36,732 New
AAS
18
Avantax Advisory Services
Texas
$2.19M 31,652 +807 +3%
CBFP
19
Cedar Brook Financial Partners
Ohio
$2.18M 31,619 +1,697 +6%
CAMV
20
Concord Asset Management (Virginia)
Virginia
$2.04M 29,519 +12,546 +74%
PWP
21
Principle Wealth Partners
Connecticut
$1.91M 27,697 -175 -0.6%
CRI
22
Colonial River Investments
Virginia
$1.9M 27,528 -2,672 -9%
PA
23
PFG Advisors
Arizona
$1.86M 26,888 -3,906 -13%
PIA
24
Perennial Investment Advisors
California
$1.85M 26,705 +37 +0.1%
Stifel Financial
25
Stifel Financial
Missouri
$1.82M 26,348 +26,348 New
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