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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

211 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, 23 reducing their positions, and 12 closing their positions.

Holders
211
Holders Change
+55
Holders Change %
+35.26%
% 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
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
LPL Financial
2
LPL Financial
California
$254M
3
Stifel Financial
3
Stifel Financial
Missouri
$140M
4
SAF
4
Smith Anglin Financial
Texas
$44.2M
5
AssetMark Inc
5
AssetMark Inc
California
$42.5M

Top Sellers

1
EE
1
EWG Elevate
California
$0
2
EF
2
Empowered Funds
Pennsylvania
$0
3
FCM
3
Firestone Capital Management
Florida
$0
4
SPC
4
Sigma Planning Corp
Michigan
$1.43M
5
FEM
5
Fulcrum Equity Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$254M 2,864,510 +1,094,456 +62%
Morgan Stanley
2
Morgan Stanley
New York
$182M 2,055,104 +1,261,040 +159%
Stifel Financial
3
Stifel Financial
Missouri
$140M 1,582,759 +544,342 +52%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$91.6M 1,033,038 +405,781 +65%
Ameriprise
5
Ameriprise
Minnesota
$81.3M 916,572 +275,406 +43%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$80.5M 907,075 +255,762 +39%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$51.2M 577,483 +296,515 +106%
CIM
8
Confluence Investment Management
Missouri
$44.2M 498,312 +175,674 +54%
SAF
9
Smith Anglin Financial
Texas
$44.2M 498,258 +498,258 New
AssetMark Inc
10
AssetMark Inc
California
$42.5M 478,958 +478,958 New
MML Investors Services
11
MML Investors Services
Massachusetts
$42M 473,937 +398,950 +532%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$40.9M 460,727 +77,214 +20%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$38.2M 430,852 +430,852 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$34.9M 393,879 +35,104 +10%
Bank of America
15
Bank of America
North Carolina
$28.1M 316,837 +98,658 +45%
CPA
16
Capital Planning Advisors
California
$27.5M 310,112 +10,979 +4%
APCM
17
Alaska Permanent Capital Management
Alaska
$27.1M 305,548 +11,936 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$25.4M 285,787 +98,147 +52%
BWL
19
Bogart Wealth LLC
Virginia
$23.6M 265,800 +265,795 +5,315,900%
FFN
20
Focus Financial Network
Minnesota
$21.4M 241,330 +11,905 +5%
PCFFS
21
Pacific Center for Financial Services
California
$18.9M 212,535 +212,535 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$16.1M 181,885 +53,037 +41%
UBS Group
23
UBS Group
Switzerland
$15.9M 179,289 -2,626 -1%
AWA
24
Alaska Wealth Advisors
Alaska
$14.6M 164,678 +164,678 New
RJA
25
Raymond James & Associates
Florida
$14M 157,509 +47,361 +43%
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