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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

286 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, 131 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
286
Holders Change
+75
Holders Change %
+35.55%
% of All Funds
4.15%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.41%
New
92
Increased
131
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
EDRH
2
Edmond de Rothschild Holding
Switzerland
$84.1M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$72.3M
4
LPL Financial
4
LPL Financial
California
$387M
5
TC
5
Trilogy Capital
California
$48.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$139M
2
AssetMark Inc
2
AssetMark Inc
California
$51.2K
3
APCM
3
Alaska Permanent Capital Management
Alaska
$16.9M
4
AWA
4
Alaska Wealth Advisors
Alaska
$13.1M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$45.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$387M 3,513,407 +648,897 +23%
Stifel Financial
2
Stifel Financial
Missouri
$173M 1,568,327 -14,432 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$139M 1,258,584 -796,520 -39%
Ameriprise
4
Ameriprise
Minnesota
$133M 1,197,166 +280,594 +31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$132M 1,201,148 +1,046,029 +674%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$124M 1,125,613 +218,538 +24%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$113M 1,023,600 -9,438 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$88.1M 800,800 +223,317 +39%
EDRH
9
Edmond de Rothschild Holding
Switzerland
$84.1M 764,268 +764,268 New
SPWG
10
Syntegra Private Wealth Group
Missouri
$72.3M 656,813 +656,813 New
Osaic Holdings
11
Osaic Holdings
Arizona
$67.1M 609,432 +323,645 +113%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$60.5M 549,355 +118,503 +28%
SAF
13
Smith Anglin Financial
Texas
$57.5M 522,590 +24,332 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$55.6M 505,204 +111,325 +28%
MML Investors Services
15
MML Investors Services
Massachusetts
$53.1M 482,715 +8,778 +2%
CIM
16
Confluence Investment Management
Missouri
$52M 472,710 -25,602 -5%
TC
17
Trilogy Capital
California
$48.6M 441,935 +415,583 +1,577%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$48.5M 440,267 +290,384 +194%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$45.7M 415,182 -45,545 -10%
Bank of America
20
Bank of America
North Carolina
$45M 408,647 +91,810 +29%
CCMG
21
Clark Capital Management Group
Pennsylvania
$43.8M 398,396 +398,396 New
BWL
22
Bogart Wealth LLC
Virginia
$40.5M 368,063 +102,263 +38%
CPA
23
Capital Planning Advisors
California
$34M 309,358 -754 -0.2%
EB
24
Eastern Bank
Massachusetts
$29.5M 268,326 +268,326 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$29.3M 265,967 +84,082 +46%
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