Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) is Capital Planning Advisors LLC’s 3rd Largest Position

Capital Planning Advisors LLC grew its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) by 13.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 346,527 shares of the company’s stock after acquiring an additional 40,846 shares during the quarter. Invesco S&P MidCap Quality ETF comprises approximately 5.3% of Capital Planning Advisors LLC’s portfolio, making the stock its 3rd biggest holding. Capital Planning Advisors LLC’s holdings in Invesco S&P MidCap Quality ETF were worth $34,123,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. NBC Securities Inc. purchased a new stake in Invesco S&P MidCap Quality ETF in the 3rd quarter valued at about $31,000. MidAtlantic Capital Management Inc. acquired a new position in shares of Invesco S&P MidCap Quality ETF in the 3rd quarter valued at $77,000. Pinnacle Bancorp Inc. purchased a new stake in shares of Invesco S&P MidCap Quality ETF during the 4th quarter valued at $79,000. Private Trust Co. NA increased its holdings in shares of Invesco S&P MidCap Quality ETF by 20.3% during the 3rd quarter. Private Trust Co. NA now owns 1,322 shares of the company’s stock worth $136,000 after buying an additional 223 shares during the last quarter. Finally, Assetmark Inc. raised its position in shares of Invesco S&P MidCap Quality ETF by 318.4% in the 3rd quarter. Assetmark Inc. now owns 1,753 shares of the company’s stock worth $180,000 after buying an additional 1,334 shares during the period.

Invesco S&P MidCap Quality ETF Trading Down 0.1 %

XMHQ stock opened at $103.88 on Thursday. The stock has a 50-day moving average price of $103.09 and a two-hundred day moving average price of $101.36. The company has a market cap of $4.65 billion, a PE ratio of 16.29 and a beta of 1.15. Invesco S&P MidCap Quality ETF has a 12-month low of $90.04 and a 12-month high of $110.61.

About Invesco S&P MidCap Quality ETF

The Invesco S&P MidCap Quality ETF (XMHQ) is an exchange-traded fund that is based on the S&P MidCap 400 Quality index. The fund tracks the S&P mid-cap 400 Quality Index, which screens stocks based on fundamental factors and weights them using a multi-factor approach. XMHQ was launched on Dec 1, 2006 and is managed by Invesco.