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Invesco S&P MidCap Quality ETF
XMHQ

212 hedge funds and large institutions have $1.88B invested in Invesco S&P MidCap Quality ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 109 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 12

354% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 24

275% more funds holding in top 10

Funds holding in top 10: 4 → 15 (+11)

100% more capital invested

Capital invested by funds: $942M → $1.88B (+$941M)

35% more funds holding

Funds holding: 157 → 212 (+55)

4.54% more ownership

Funds ownership: 68.77% → 73.31% (+4.5%)

Holders
212
Holders Change
+55
Holders Change %
+35.03%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+275%
% of All Funds
0.22%
New
68
Increased
109
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$104M
2
LPL Financial
LPL Financial
California
+$89.9M
3
Stifel Financial
Stifel Financial
Missouri
+$44.7M
4
SAF
Smith Anglin Financial
Texas
+$40.9M
5
AssetMark Inc
AssetMark Inc
California
+$39.3M

Top Sellers

1
EE
EWG Elevate
California
-$5.61M
2
EF
Empowered Funds
Pennsylvania
-$1.66M
3
FCM
Firestone Capital Management
Florida
-$1.6M
4
FEM
Fulcrum Equity Management
Texas
-$863K
5
SPC
Sigma Planning Corp
Michigan
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$254M +$89.9M +1,094,456 +62%
Morgan Stanley
2
Morgan Stanley
New York
$182M +$104M +1,261,040 +159%
Stifel Financial
3
Stifel Financial
Missouri
$140M +$44.7M +544,342 +52%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$91.6M +$33.3M +405,781 +65%
Ameriprise
5
Ameriprise
Minnesota
$81.3M +$22.6M +275,406 +43%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$80.5M +$21M +255,762 +39%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$51.2M +$24.4M +296,515 +106%
CIM
8
Confluence Investment Management
Missouri
$44.2M +$14.4M +175,674 +54%
SAF
9
Smith Anglin Financial
Texas
$44.2M +$40.9M +498,258 New
AssetMark Inc
10
AssetMark Inc
California
$42.5M +$39.3M +478,958 New
MML Investors Services
11
MML Investors Services
Massachusetts
$42M +$32.8M +398,950 +532%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$40.9M +$6.34M +77,214 +20%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$38.2M +$35.4M +430,852 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$34.9M +$2.88M +35,104 +10%
Bank of America
15
Bank of America
North Carolina
$28.1M +$8.1M +98,658 +45%
CPA
16
Capital Planning Advisors
California
$27.5M +$902K +10,979 +4%
APCM
17
Alaska Permanent Capital Management
Alaska
$27.1M +$980K +11,936 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.4M +$8.06M +98,147 +52%
BWL
19
Bogart Wealth LLC
Virginia
$23.6M +$21.8M +265,795 +5,315,900%
FFN
20
Focus Financial Network
Minnesota
$21.4M +$978K +11,905 +5%
PCFFS
21
Pacific Center for Financial Services
California
$18.9M +$17.5M +212,535 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$16.1M +$4.36M +53,037 +41%
UBS Group
23
UBS Group
Switzerland
$15.9M -$216K -2,626 -1%
AWA
24
Alaska Wealth Advisors
Alaska
$14.6M +$13.5M +164,678 New
RJA
25
Raymond James & Associates
Florida
$14M +$3.89M +47,361 +43%
1
2 3 4 5

XMHQ Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q4 2023, worth a combined $1.88B — up 100% from $942M a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XMHQ positions and 12 closed out — a net gain of 56 holders — while 109 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was EWG Elevate, exiting entirely with an estimated $5.61M sold.

  • 212 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q4 2023, up from 157 in Q3 2023.
  • Funds reported $1.88B of Invesco S&P MidCap Quality ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 68 funds opened new Invesco S&P MidCap Quality ETF positions in Q4 2023 and 12 closed out, a net change of +56 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q4 2023 was Morgan Stanley, an estimated $104M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q4 2023 was EWG Elevate, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.