Invesco S&P MidCap Quality ETF
XMHQ
157 hedge funds and large institutions have $942M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 29 reducing their positions, and 9 closing their positions.
367% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 9
138% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 29
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more capital invested
Capital invested by funds: $683M → $942M (+$259M)
26% more funds holding
Funds holding: 125 → 157 (+32)
0.34% less ownership
Funds ownership: 69.11% → 68.77% (-0.34%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$40.4M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
+$24.1M |
| 3 |
Morgan Stanley
New York
|
+$24M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$17.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.9M |
Top Sellers
XMHQ Hedge Fund Activity: Q3 2023 in Review
157 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2023, worth a combined $942M — up 38% from $683M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new XMHQ positions and 9 closed out — a net gain of 33 holders — while 69 added to existing stakes and 29 trimmed.
The largest buyer was LPL Financial, adding an estimated $40.4M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $1.64M.
- 157 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2023, up from 125 in Q2 2023.
- Funds reported $942M of Invesco S&P MidCap Quality ETF stock for Q3 2023, up 38% quarter-over-quarter.
- 42 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2023 and 9 closed out, a net change of +33 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q3 2023 was LPL Financial, an estimated $40.4M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q3 2023 was Benjamin F. Edwards & Company, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2023.