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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

124 hedge funds and large institutions have $682M invested in Invesco S&P MidCap Quality ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 51 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+38
Holders Change %
+44.19%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
51
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$84M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$52.2M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$31.4M
4
CIM
4
Confluence Investment Management
Missouri
$27.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$35.6M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
MCC
2
Money Concepts Capital
Florida
$386K
3
CAN
3
Cetera Advisor Networks
California
$5.65M
4
WS
4
Wedbush Securities
California
$0
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$103M 1,277,912 +183,639 +17%
Stifel Financial
2
Stifel Financial
Missouri
$84M 1,040,757 +903,980 +661%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$52.2M 647,160 +645,429 +37,286%
Ameriprise
4
Ameriprise
Minnesota
$46M 568,809 +134,586 +31%
Morgan Stanley
5
Morgan Stanley
New York
$40.5M 501,829 +156,039 +45%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$35.6M 441,277 +187,545 +74%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$31.4M 391,195 +391,195 New
CIM
8
Confluence Investment Management
Missouri
$27.1M 335,382 +335,382 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$24.3M 300,754 +71,321 +31%
CPA
10
Capital Planning Advisors
California
$24.2M 299,675 +15,483 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.4M 178,052 +90,489 +103%
Bank of America
12
Bank of America
North Carolina
$12.4M 153,730 +57,314 +59%
FFN
13
Focus Financial Network
Minnesota
$11.1M 137,836 +6,849 +5%
PSCM
14
Per Stirling Capital Management
Texas
$9.13M 113,171 +113,171 New
Osaic Holdings
15
Osaic Holdings
Arizona
$7.6M 94,119 +41,332 +78%
GLA
16
Good Life Advisors
Pennsylvania
$7.02M 86,937 +5,047 +6%
RJA
17
Raymond James & Associates
Florida
$6.65M 82,440 +3,526 +4%
AAS
18
Avantax Advisory Services
Texas
$5.65M 70,053 +35,295 +102%
CAN
19
Cetera Advisor Networks
California
$5.65M 70,004 -18,806 -21%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$5.62M 69,589 +69,589 New
CWP
21
Concord Wealth Partners
Virginia
$5.61M 69,490 +19,542 +39%
ACP
22
Aveo Capital Partners
Colorado
$5.37M 66,553 +66,553 New
CAMV
23
Concord Asset Management (Virginia)
Virginia
$4.61M 57,095 +8,586 +18%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.48M 55,503 +11,312 +26%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.28M 53,040 +6,580 +14%
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