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Invesco S&P MidCap Quality ETF

344 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 60 funds opening new positions, 193 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
344
Holders Change
+35
Holders Change %
+11.33%
% of All Funds
4.98%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.45%
New
60
Increased
193
Reduced
66
Closed
22
Calls
$646K
Puts
$10K
Net Calls
+$636K
Net Calls Change
+$10.3M
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$509M 4,960,121 +356,196 +8%
Morgan Stanley
2
Morgan Stanley
New York
$199M 1,943,783 +446,436 +30%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$190M 1,853,243 +607,546 +49%
Ameriprise
4
Ameriprise
Minnesota
$188M 1,834,429 +330,264 +22%
Stifel Financial
5
Stifel Financial
Missouri
$171M 1,668,901 +124,140 +8%
BEI
6
Benjamin Edwards Inc
Missouri
$115M 1,122,759 +1,076,075 +2,305%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$115M 1,117,887 +17,488 +2%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$97.3M 948,661 +476,567 +101%
AAS
9
Annex Advisory Services
Wisconsin
$93.2M 908,154 +463 +0.1%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$90.6M 883,003 +43,714 +5%
SAF
11
Smith Anglin Financial
Texas
$77.2M 752,732 +183,503 +32%
HighTower Advisors
12
HighTower Advisors
Illinois
$77.2M 752,283 +362,451 +93%
SPWG
13
Syntegra Private Wealth Group
Missouri
$71.5M 697,217 +29,946 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$64.1M 625,127 +67,574 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$63.7M 621,416 +114,311 +23%
MML Investors Services
16
MML Investors Services
Massachusetts
$63.1M 615,479 +78,066 +15%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$55.7M 542,722 +56,642 +12%
TC
18
Trilogy Capital
California
$53.5M 521,899 +48,416 +10%
CIM
19
Confluence Investment Management
Missouri
$53.2M 518,323 +48,066 +10%
EB
20
Eastern Bank
Massachusetts
$52.5M 511,978 +8,218 +2%
Bank of America
21
Bank of America
North Carolina
$50.7M 494,168 +50,790 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$49.2M 480,040 +105,731 +28%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$46.6M 356,925 +195,169 +121%
BWL
24
Bogart Wealth LLC
Virginia
$40.7M 396,577 +11,908 +3%
GLA
25
Good Life Advisors
Pennsylvania
$36.1M 352,170 +194,714 +124%