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XMHQ: The Recent Portfolio Rebalance Fuels Price Returns, But Still Appears Unattractive
Seeking Alpha· 2025-07-24 11:15
Core Insights - Invesco S&P MidCap Quality ETF (XMHQ) has recently undergone a portfolio rebalance, enhancing its potential for higher share price and dividend returns [1] - The majority of XMHQ's top holdings consist of fast-growing companies, indicating a strategic focus on growth [1] Summary by Categories Portfolio Rebalance - The recent portfolio rebalance of XMHQ has improved its ability to deliver higher returns [1] Holdings Composition - A significant portion of XMHQ's top holdings are in fast-growing companies, which supports the ETF's growth strategy [1]
Bill Ackman Loads Up On Uber, Dumps Nike In Major Q1 Portfolio Rebalance
Benzinga· 2025-05-15 21:52
Group 1 - Bill Ackman has made significant investments in the automotive sector, particularly in Uber Technologies, acquiring over 30 million shares, making it the largest holding in the Pershing Square portfolio [2][4] - Ackman increased his stake in Hertz Global Holdings by 18%, with a purchase of 12.7 million shares that was initially undisclosed due to confidentiality [2][3] - Pershing Square exited its position in Nike, previously holding 18.8 million shares, marking a complete divestment [3][5] Group 2 - The latest 13F filing reveals that Ackman and Pershing Square currently hold 11 stocks, with Uber representing 19% of the portfolio, followed by Brookfield Corporation at 18% and Restaurant Brands International at 13% [4][6] - Other notable holdings include Howard Hughes Holdings at 12%, Chipotle at 9.1%, and Canadian Pacific at 8.7% [6] - The portfolio has seen significant changes, with Hilton Worldwide Holdings decreasing by 45% and Google Class C shares down by 16% [5][6]