Invesco S&P MidCap Quality ETF
XMHQ
287 hedge funds and large institutions have $3.2B invested in Invesco S&P MidCap Quality ETF in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 133 increasing their positions, 46 reducing their positions, and 15 closing their positions.
513% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 15
189% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 46
87% more funds holding in top 10
Funds holding in top 10: 15 → 28 (+13)
79% more capital invested
Capital invested by funds: $1.79B → $3.2B (+$1.41B)
35% more funds holding
Funds holding: 212 → 287 (+75)
2.13% more ownership
Funds ownership: 69.75% → 71.89% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$102M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$74.8M |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$64.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$63.5M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$46.8M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$14.9M |
| 3 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$4.51M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$4.46M |
| 5 |
AWP
Avid Wealth Partners
San Antonio,
Texas
|
-$3.36M |
XMHQ Hedge Fund Activity: Q1 2024 in Review
287 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2024, worth a combined $3.2B — up 79% from $1.79B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new XMHQ positions and 15 closed out — a net gain of 77 holders — while 133 added to existing stakes and 46 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $102M. The largest seller was AssetMark Inc, cutting an estimated $46.8M.
- 287 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2024, up from 212 in Q4 2023.
- Funds reported $3.2B of Invesco S&P MidCap Quality ETF stock for Q1 2024, up 79% quarter-over-quarter.
- 92 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2024 and 15 closed out, a net change of +77 holders.
- The largest Invesco S&P MidCap Quality ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $102M added.
- The largest Invesco S&P MidCap Quality ETF seller in Q1 2024 was AssetMark Inc, an estimated $46.8M sold.
Based on aggregated 13F filings for Q1 2024.