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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

309 hedge funds and large institutions have $3.26B invested in Invesco S&P MidCap Quality ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 173 increasing their positions, 59 reducing their positions, and 29 closing their positions.

Holders
309
Holders Change
+23
Holders Change %
+8.04%
% of All Funds
4.5%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
61
Increased
173
Reduced
59
Closed
29
Calls
$49K
Puts
$9.7M
Net Calls
-$9.65M
Net Calls Change
-$9.65M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$447M
2
AAS
2
Annex Advisory Services
Wisconsin
$88.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$37.8M
4
Ameriprise
4
Ameriprise
Minnesota
$146M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$107M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$26M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
CJH
3
Christopher J. Hasenberg
Wisconsin
$59K
4
BCI
4
Brinker Capital Investments
Pennsylvania
$364K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$364K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$447M 4,603,925 +1,090,518 +31%
Stifel Financial
2
Stifel Financial
Missouri
$150M 1,544,761 -23,566 -2%
Ameriprise
3
Ameriprise
Minnesota
$146M 1,504,165 +306,999 +26%
Morgan Stanley
4
Morgan Stanley
New York
$145M 1,497,347 +238,763 +19%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$121M 1,245,697 +120,084 +11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$107M 1,100,399 +299,599 +37%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$95M 979,180 -44,420 -4%
AAS
8
Annex Advisory Services
Wisconsin
$88.1M 907,691 +907,691 New
EDRH
9
Edmond de Rothschild Holding
Switzerland
$81.4M 839,289 +75,021 +10%
SPWG
10
Syntegra Private Wealth Group
Missouri
$64.7M 667,271 +10,458 +2%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$56.6M 583,201 +33,846 +6%
SAF
12
Smith Anglin Financial
Texas
$55.2M 569,229 +46,639 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$54.1M 557,553 -51,879 -9%
MML Investors Services
14
MML Investors Services
Massachusetts
$52.1M 537,413 +54,698 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$49.2M 507,105 +1,901 +0.4%
EB
16
Eastern Bank
Massachusetts
$48.9M 503,760 +235,434 +88%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$47.2M 486,080 +45,813 +10%
TC
18
Trilogy Capital
California
$45.9M 473,483 +31,548 +7%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$45.8M 472,094 +56,912 +14%
CIM
20
Confluence Investment Management
Missouri
$45.6M 470,257 -2,453 -0.5%
Bank of America
21
Bank of America
North Carolina
$43M 443,378 +34,731 +8%
HighTower Advisors
22
HighTower Advisors
Illinois
$37.8M 389,832 +374,932 +2,516%
BWL
23
Bogart Wealth LLC
Virginia
$37.3M 384,669 +16,606 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$36.3M 374,309 +108,342 +41%
CPA
25
Capital Planning Advisors
California
$29.4M 303,348 -6,010 -2%
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