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Invesco S&P MidCap Quality ETF
XMHQ

345 hedge funds and large institutions have $3.92B invested in Invesco S&P MidCap Quality ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,360% more call options, than puts

Call options by funds: $646K | Put options by funds: $10K

190% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 67

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

20% more capital invested

Capital invested by funds: $3.26B → $3.92B (+$659M)

15% more funds holding in top 10

Funds holding in top 10: 27 → 31 (+4)

11% more funds holding

Funds holding: 311 → 345 (+34)

2.99% less ownership

Funds ownership: 71.78% → 68.79% (-3%)

Holders
345
Holders Change
+34
Holders Change %
+10.93%
% of All Funds
4.95%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
59
Increased
194
Reduced
67
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
+$107M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$60.2M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$47.2M
4
Morgan Stanley
Morgan Stanley
New York
+$44.2M
5
HighTower Advisors
HighTower Advisors
Illinois
+$35.9M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$56.6M
2
MIH
Meitav Investment House
Israel
-$24.3M
3
APCM
Alaska Permanent Capital Management
Alaska
-$14.3M
4
AWM
Avior Wealth Management
Nebraska
-$6.23M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$5.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$509M +$35.3M +356,196 +8%
Morgan Stanley
2
Morgan Stanley
New York
$199M +$44.2M +446,436 +30%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$190M +$60.2M +607,546 +49%
Ameriprise
4
Ameriprise
Minnesota
$188M +$32.7M +330,264 +22%
Stifel Financial
5
Stifel Financial
Missouri
$171M +$12.3M +124,140 +8%
BEI
6
Benjamin Edwards Inc
Missouri
$115M +$107M +1,076,075 +2,305%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$115M +$1.73M +17,488 +2%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$97.3M +$47.2M +476,567 +101%
AAS
9
Annex Advisory Services
Wisconsin
$93.2M +$45.9K +463 +0.1%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$90.6M +$4.33M +43,714 +5%
SAF
11
Smith Anglin Financial
Texas
$77.2M +$18.2M +183,503 +32%
HighTower Advisors
12
HighTower Advisors
Illinois
$77.2M +$35.9M +362,451 +93%
SPWG
13
Syntegra Private Wealth Group
Missouri
$71.5M +$2.97M +29,946 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$64.1M +$6.69M +67,574 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$63.7M +$11.3M +114,311 +23%
MML Investors Services
16
MML Investors Services
Massachusetts
$63.1M +$7.73M +78,066 +15%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$55.7M +$5.61M +56,642 +12%
TC
18
Trilogy Capital
California
$53.5M +$4.79M +48,416 +10%
CIM
19
Confluence Investment Management
Missouri
$53.2M +$4.76M +48,066 +10%
EB
20
Eastern Bank
Massachusetts
$52.5M +$814K +8,218 +2%
Bank of America
21
Bank of America
North Carolina
$50.7M +$5.03M +50,790 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$49.2M +$10.5M +105,731 +28%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$46.6M +$19.3M +195,169 +121%
BWL
24
Bogart Wealth LLC
Virginia
$40.7M +$1.18M +11,908 +3%
GLA
25
Good Life Advisors
Pennsylvania
$36.1M +$19.3M +194,714 +124%
1
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XMHQ Hedge Fund Activity: Q3 2024 in Review

345 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2024, worth a combined $3.92B — up 20% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new XMHQ positions and 22 closed out — a net gain of 37 holders — while 194 added to existing stakes and 67 trimmed.

The largest buyer was Benjamin Edwards Inc, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $56.6M sold.

  • 345 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2024, up from 311 in Q2 2024.
  • Funds reported $3.92B of Invesco S&P MidCap Quality ETF stock for Q3 2024, up 20% quarter-over-quarter.
  • 59 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2024 and 22 closed out, a net change of +37 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $107M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2024 was 1832 Asset Management, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2024.