If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Invesco S&P MidCap Quality ETF (XMHQ), a passively managed exchange traded fund launched on December 1, 2006.
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.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,861 | $1.89M | $2.23M | $345,376.7 | 18.28% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 851 | $88,190.79 | $97,796.92 | $9,606.13 | 10.89% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 1,604 | $157,946 | $184,331.68 | $26,385.68 | 16.71% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 948,076 | $107.02M | $112.34M | $5.32M | 4.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 91,194 | $8.57M | $10.88M | $2.31M | 26.92% |
| 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.