XMHQ icon

Invesco S&P MidCap Quality ETF

99.78 USD
+0.35
0.35%
At close Dec 20, 4:00 PM EST
1 day
0.35%
5 days
-5.73%
1 month
-3.92%
3 months
-2.06%
6 months
-2.75%
Year to date
12.73%
1 year
13.39%
5 years
85.02%
10 years
144.98%
0
Funds holding %
of 6,809 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6,360% more call options, than puts

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

182% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 67

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $3.39B [Q2] → $3.9B (+$507M) [Q3]

15% more funds holding in top 10

Funds holding in top 10: 27 [Q2] → 31 (+4) [Q3]

12% more funds holding

Funds holding: 305 [Q2] → 341 (+36) [Q3]

6.26% less ownership

Funds ownership: 74.67% [Q2] → 68.42% (-6.26%) [Q3]

Research analyst outlook

We haven’t received any recent analyst ratings for XMHQ.

Financial journalist opinion

Neutral
Seeking Alpha
1 week ago
XMHQ: A Strong Play In The Upcoming Lower Rate Environment
Invesco S&P MidCap Quality ETF invests in about 80 quality mid-cap stocks from the S&P 400 Mid-Cap Index, with a 0.25% expense ratio. XMHQ has delivered strong performance, with a total return of 441.6% since its inception in 2006. The fund's tilt towards growth stocks and high exposure to industrials position it well for a lower rate environment.
XMHQ: A Strong Play In The Upcoming Lower Rate Environment
Positive
Zacks Investment Research
4 weeks ago
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Positive
ETF Trends
1 month ago
If You Like SPHQ, Look to Quality ETFs XMHQ & XSHQ
Quality ETFs have seen widespread investor interest this year, with Invesco's lineup getting considerable attention. The popular Invesco S&P 500 Quality ETF (SPHQ) has seen strong inflows in 2024, accreting $3 billion in net flows year to date through November 12.
If You Like SPHQ, Look to Quality ETFs XMHQ & XSHQ
Positive
ETF Trends
1 month ago
A Smarter Way To Midcap?
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by small-cap equities.
A Smarter Way To Midcap?
Negative
ETF Trends
1 month ago
Desperate to Diversify: Concentration Risks Creep Higher
Earnings season is in full swing, and five of the “Magnificent 7” are reporting quarterly results this week. Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes out from Goldman Sachs and Vanguard have cranked up the hazard level a notch.
Desperate to Diversify: Concentration Risks Creep Higher
Positive
Seeking Alpha
2 months ago
Quality Straight Down The Middle With XMHQ
I am shifting my portfolio from individual stocks to ETFs and mutual funds to reduce risk and save time. Midcaps, despite underperforming large caps recently, have historically outperformed since 1992 and offer potential for growth. The S&P MidCap Quality Index, based on specific financial metrics, outperforms the S&P 500 in returns and risk management.
Quality Straight Down The Middle With XMHQ
Positive
ETF Trends
3 months ago
Rate Cuts to be Catalyst for Small-, Mid-Cap Quality ETFs
Rate cuts may be a compelling reason for investors to fill gaps in exposure to small- and mid-cap quality ETFs. The Federal Reserve slashed interest rates on September 18, reducing the target range for the federal funds rate by a half point.
Rate Cuts to be Catalyst for Small-, Mid-Cap Quality ETFs
Positive
Zacks Investment Research
3 months ago
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Invesco S&P MidCap Quality ETF (XMHQ), a passively managed exchange traded fund launched on 12/01/2006.
Should Invesco S&P MidCap Quality ETF (XMHQ) Be on Your Investing Radar?
Positive
Seeking Alpha
4 months ago
XMHQ: A Steep But Buyable Correction In High-Quality Mid-Caps
US Mid-Caps trade near 15x earnings, historically showing strong long-term performance. Invesco S&P MidCap Quality ETF has seen significant volume influx in 2024, offering attractive current valuation. XMHQ features a high-quality portfolio with a focus on SMID-cap growth, though it has sector and seasonality risks to consider.
XMHQ: A Steep But Buyable Correction In High-Quality Mid-Caps
Neutral
ETF Trends
5 months ago
Fill Gaps in SMID-Cap Exposure With XMHQ and XSHQ
Investors may want to consider filling any gaps in smid-cap exposure. Many investors may be missing out on the growth potential mid- and small-cap companies.
Fill Gaps in SMID-Cap Exposure With XMHQ and XSHQ
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