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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

156 hedge funds and large institutions have $941M invested in Invesco S&P MidCap Quality ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 68 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
156
Holders Change
+32
Holders Change %
+25.81%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
68
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$143M
2
APCM
2
Alaska Permanent Capital Management
Alaska
$23.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M
5
UBS Group
5
UBS Group
Switzerland
$14.7M

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$50.5M
2
CIM
2
Confluence Investment Management
Missouri
$26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$612K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$143M 1,770,054 +492,142 +39%
Stifel Financial
2
Stifel Financial
Missouri
$83.6M 1,038,417 -2,340 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$64M 794,064 +292,235 +58%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.5M 651,313 +210,036 +48%
Ameriprise
5
Ameriprise
Minnesota
$51.6M 641,166 +72,357 +13%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$50.5M 627,257 -19,903 -3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$31.1M 383,513 -7,682 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$28.9M 358,775 +58,021 +19%
CIM
9
Confluence Investment Management
Missouri
$26M 322,638 -12,744 -4%
CPA
10
Capital Planning Advisors
California
$24.1M 299,133 -542 -0.2%
APCM
11
Alaska Permanent Capital Management
Alaska
$23.6M 293,612 +293,612 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$22.6M 280,968 +102,916 +58%
FFN
13
Focus Financial Network
Minnesota
$18.5M 229,425 +91,589 +66%
Bank of America
14
Bank of America
North Carolina
$17.6M 218,179 +64,449 +42%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.1M 187,640 +93,521 +99%
UBS Group
16
UBS Group
Switzerland
$14.7M 181,915 +181,915 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10.4M 128,848 +73,345 +132%
MIA
18
Milestone Investment Advisors
Wisconsin
$9.4M 116,761 +77,749 +199%
RJA
19
Raymond James & Associates
Florida
$8.87M 110,148 +27,708 +34%
PSCM
20
Per Stirling Capital Management
Texas
$8.78M 108,973 -4,198 -4%
AWC
21
Adamsbrown Wealth Consultants
Kansas
$8.43M 104,615 +104,615 New
SFS
22
Sowell Financial Services
Arkansas
$8.21M 101,916 +101,916 New
NRI
23
NFP Retirement Inc
California
$8.13M 100,932 +55,039 +120%
AAS
24
Avantax Advisory Services
Texas
$7.48M 92,821 +22,768 +33%
GLA
25
Good Life Advisors
Pennsylvania
$6.84M 84,954 -1,983 -2%
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