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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

399 hedge funds and large institutions have $4.5B invested in Invesco S&P MidCap Quality ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 199 increasing their positions, 83 reducing their positions, and 27 closing their positions.

Holders
399
Holders Change
+55
Holders Change %
+15.99%
% of All Funds
5.31%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.51%
New
87
Increased
199
Reduced
83
Closed
27
Calls
$414K
Puts
$10K
Net Calls
+$404K
Net Calls Change
-$232K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$92.6M
2
LPL Financial
2
LPL Financial
California
$526M
3
Morgan Stanley
3
Morgan Stanley
New York
$215M
4
IAA
4
Independent Advisor Alliance
North Carolina
$23.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$82.8M

Top Sellers

1
GLA
1
Good Life Advisors
Pennsylvania
$15.7M
2
GF
2
GGM Financials
Ohio
$2.2M
3
AWM
3
Avior Wealth Management
Nebraska
$3.43M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$382K
5
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$526M 5,341,244 +381,123 +8%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$289M 2,930 +26 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$215M 2,180,146 +236,363 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$198M 2,014,166 +160,923 +9%
Ameriprise
5
Ameriprise
Minnesota
$186M 1,893,415 +58,986 +3%
Stifel Financial
6
Stifel Financial
Missouri
$177M 1,798,266 +129,365 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$118M 1,194,776 +76,889 +7%
BEI
8
Benjamin Edwards Inc
Missouri
$117M 1,184,911 +62,152 +6%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$108M 1,061,614 +112,953 +12%
AAS
10
Annex Advisory Services
Wisconsin
$104M 1,052,604 +144,450 +16%
Raymond James Financial
11
Raymond James Financial
Florida
$92.6M 940,775 +940,775 New
EDRH
12
Edmond de Rothschild Holding
Switzerland
$87.1M 884,648 +1,645 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$82.8M 840,779 +215,652 +34%
HighTower Advisors
14
HighTower Advisors
Illinois
$77.8M 790,463 +38,180 +5%
SAF
15
Smith Anglin Financial
Texas
$77.6M 788,382 +35,650 +5%
SPWG
16
Syntegra Private Wealth Group
Missouri
$70M 710,633 +13,416 +2%
MML Investors Services
17
MML Investors Services
Massachusetts
$60.2M 611,071 -4,408 -0.7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$58.5M 594,091 +51,369 +9%
Bank of America
19
Bank of America
North Carolina
$55.8M 567,094 +72,926 +15%
CIM
20
Confluence Investment Management
Missouri
$53.5M 543,291 +24,968 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$51.5M 523,050 +43,010 +9%
TC
22
Trilogy Capital
California
$50.9M 517,324 -4,575 -0.9%
EB
23
Eastern Bank
Massachusetts
$50.9M 516,890 +4,912 +1%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$42.6M 432,118 +75,193 +21%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$42.5M 432,085 +81,191 +23%
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