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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

86 hedge funds and large institutions have $312M invested in Invesco S&P MidCap Quality ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
49
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPA
1
Capital Planning Advisors
California
$20.9M
2
Ameriprise
2
Ameriprise
Minnesota
$31.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$10M
5
LPL Financial
5
LPL Financial
California
$80.3M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.88M
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
TCWM
3
Total Clarity Wealth Management
Illinois
$0
4
CRI
4
Colonial River Investments
Virginia
$1.4M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$80.3M 1,094,273 +109,296 +11%
Ameriprise
2
Ameriprise
Minnesota
$31.9M 434,223 +266,932 +160%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M 345,790 +107,543 +45%
CPA
4
Capital Planning Advisors
California
$20.9M 284,192 +284,192 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$18.6M 253,732 +124,350 +96%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.8M 229,433 +98,359 +75%
Stifel Financial
7
Stifel Financial
Missouri
$10M 136,777 +110,429 +419%
FFN
8
Focus Financial Network
Minnesota
$9.61M 130,987 +25,407 +24%
Bank of America
9
Bank of America
North Carolina
$7.08M 96,416 +50,544 +110%
CAN
10
Cetera Advisor Networks
California
$6.52M 88,810 +11,185 +14%
GLA
11
Good Life Advisors
Pennsylvania
$6.01M 81,890 -1,496 -2%
RJA
12
Raymond James & Associates
Florida
$5.79M 78,914 +74,205 +1,576%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.88M 52,787 -92,579 -64%
CWP
14
Concord Wealth Partners
Virginia
$3.67M 49,948 +9,447 +23%
CAMV
15
Concord Asset Management (Virginia)
Virginia
$3.56M 48,509 +18,990 +64%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.41M 46,460 +7,230 +18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.24M 44,191 +5,964 +16%
PA
18
PSI Advisors
Florida
$3.06M 41,722 -545 -1%
PIA
19
Perennial Investment Advisors
California
$2.7M 36,744 +10,039 +38%
TC
20
Trilogy Capital
California
$2.66M 36,261 -471 -1%
AAS
21
Avantax Advisory Services
Texas
$2.55M 34,758 +3,106 +10%
CBFP
22
Cedar Brook Financial Partners
Ohio
$2.45M 33,330 +1,711 +5%
AAS
23
Ameritas Advisory Services
Nebraska
$2.12M 28,531 +9,426 +49%
PA
24
PFG Advisors
Arizona
$2.06M 28,069 +1,181 +4%
PWA
25
PCG Wealth Advisors
Kansas
$1.9M 25,874 +180 +0.7%
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