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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
226
Dynamic Advisor Solutions
Arizona
$835K -$43.6K -476 -5%
GAA
227
Global Assets Advisory
Florida
$804K +$460K +5,192 +134%
EFG
228
Elm3 Financial Group
Georgia
$781K +$16.4K +179 +2%
RIP
229
Reliant Investment Partners
North Carolina
$775K -$12.5K -137 -2%
VA
230
Valmark Advisers
Ohio
$761K -$21.4K -234 -3%
DFA
231
DHK Financial Advisors
New Hampshire
$735K +$1.47K +16 +0.2%
BFG
232
Berger Financial Group
Minnesota
$719K -$18.4K -201 -2%
AWA
233
Arkadios Wealth Advisors
Georgia
$714K +$22.6K +247 +3%
KCFA
234
Key Client Fiduciary Advisors
New Jersey
$705K -$3.3K -36 -0.5%
HWM
235
HB Wealth Management
Georgia
$695K +$695K +7,596 New
CWM
236
Congress Wealth Management
Massachusetts
$695K +$695K +7,562 New
WWP
237
Wise Wealth Partners
Arizona
$693K -$312K -3,410 -31%
LFA
238
Legacy Financial Advisors
Kentucky
$682K -$10.7K -117 -2%
AWA
239
Alaska Wealth Advisors
Alaska
$678K -$5.31M -58,057 -89%
RFN
240
Redwood Financial Network
Ohio
$672K -$15.7K -172 -2%
MF
241
Meridian Financial
Massachusetts
$648K -$42.1K -460 -6%
DWM
242
Denver Wealth Management
Colorado
$646K +$319K +3,487 +98%
FTUS
243
Flow Traders U.S.
New York
$644K +$644K +7,034 New
SAG
244
SageView Advisory Group
California
$640K +$183 +2 +0%
WMWM
245
Whitaker-Myers Wealth Managers
Ohio
$628K +$18.1K +198 +3%
GSWM
246
Golden State Wealth Management
California
$626K +$110K +1,205 +21%
CAG
247
Csenge Advisory Group
Florida
$624K -$803K -9,088 -56%
CA
248
Clearstead Advisors
Ohio
$621K
XPN
249
XY Planning Network
Montana
$613K +$42.4K +463 +7%
ACM
250
Andina Capital Management
Utah
$612K -$175K -1,914 -22%