Invesco S&P MidCap Quality ETF is rated Hold due to underperformance versus the S&P MidCap 400 Index and aggressive strategies in the current bull run. XMHQ's quality-focused approach leads to steady, lower-volatility returns but lags during strong uptrends, especially with overweight in lagging sectors like financials. While mid-cap fundamentals are favorable—driven by rate cuts, earnings growth, and investor rotation—XMHQ's sector exposures limit its upside compared to momentum strategies.
Launched on December 1, 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.
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 December 1, 2006.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 58,105 | $6.08M | $6.56M | $478,291.04 | 7.87% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 522 | $52,945.76 | $58,892.04 | $5,946.28 | 11.23% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,604 | $157,946 | $180,722.68 | $22,776.68 | 14.42% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 89,482 | $8.38M | $10.06M | $1.68M | 20.09% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 3,905 | $384,886.96 | $440,562.1 | $55,675.14 | 14.47% |
| ARCA Exchange | US Country |
The investment fund described aims to mirror the performance of the S&P MidCap 400 Quality Index, targeting investments that embody particular quality metrics within the mid-cap segment of the market. It endeavors to accomplish this goal before accounting for fees and expenses, allocating at least 90% of its assets towards the securities that constitute the underlying index. This strategy ensures that the fund heavily invests in a curated selection of securities deemed to possess high-quality characteristics according to the index provider's rigorous assessment criteria. The investment focus is distinctly directed towards achieving a correlation with the quality scores determined by the index provider for each security within the S&P MidCap 400®.
An investment vehicle that primarily targets securities within the S&P MidCap 400 Quality Index. This fund is meticulously managed to ensure a minimum of 90% asset investment within the constituents of the underlying index, aiming to replicate its investment results before deductions for fees and expenses. The fund's investment strategy is rooted in a quantitative analysis, where a quality score is calculated for each potential security, following the strict guidelines and mandated procedures set out by the index provider.