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Invesco S&P MidCap Quality ETF

423 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

1% more funds holding

Funds holding: 420423 (+3)

0.19% more ownership

Funds ownership: 66.44%66.63% (+0.19%)

0% less capital invested

Capital invested by funds: $3.36B → $3.36B (-$5.88M)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
5.21%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
43
Increased
157
Reduced
167
Closed
31
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$459M -$19.2M -180,799 -4%
Morgan Stanley
2
Morgan Stanley
New York
$250M +$361K +3,403 +0.1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$145M +$10.1M +95,372 +7%
VIA
4
Vantagepoint Investment Advisers
District of Columbia
$132M -$12.7M -120,005 -9%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$124M +$3.61M +34,002 +3%
Ameriprise
6
Ameriprise
Minnesota
$121M -$2.12M -20,012 -2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$98.3M +$17.4M +164,477 +20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$97.7M -$1.51M -14,256 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$92.5M -$7.5M -70,712 -7%
Wells Fargo
10
Wells Fargo
California
$74.2M +$16.4M +154,239 +27%
Bank of America
11
Bank of America
North Carolina
$67.9M +$1.44M +13,566 +2%
TA
12
TruWealth Advisors
Louisiana
$50.8M +$17.4M +163,753 +50%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$45.6M -$1.15M -10,852 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$38.5M -$5.8M -54,649 -13%
SG
15
Straightline Group
Michigan
$37.6M +$1.03M +9,740 +3%
FFN
16
Focus Financial Network
Minnesota
$35.5M +$1.42M +13,429 +4%
NA
17
NewEdge Advisors
Louisiana
$34.5M +$2.43M +22,918 +7%
ET
18
Equitable Trust
Tennessee
$34.4M +$290K +2,736 +0.8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$33.9M -$1.4M -13,228 -4%
UB
20
UMB Bank
Missouri
$32.7M +$821K +7,742 +3%
CAG
21
Crestwood Advisors Group
Massachusetts
$30.6M +$1.09M +10,247 +4%
CPA
22
Capital Planning Advisors
California
$29.1M +$757K +7,137 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$28.2M -$3.99M -37,609 -12%
AUB
24
Atlantic Union Bankshares
Virginia
$26.9M +$928K +8,743 +3%
HighTower Advisors
25
HighTower Advisors
Illinois
$25.5M -$916K -8,631 -3%

XMHQ Hedge Fund Activity: Q1 2026 in Review

423 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2026, worth a combined $3.36B — down 0.17% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new XMHQ positions and 31 closed out — a net gain of 12 holders — while 157 added to existing stakes and 167 trimmed.

The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $20.7M. The largest seller was Stifel Financial, cutting an estimated $29.9M.

  • 423 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2026, up from 420 in Q4 2025.
  • Funds reported $3.36B of Invesco S&P MidCap Quality ETF stock for Q1 2026, down 0.17% quarter-over-quarter.
  • 43 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2026 and 31 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2026 was LeClair Wealth Partners, an estimated $20.7M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2026 was Stifel Financial, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2026.