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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$906K
DC
227
Dorval Corp
Minnesota
$902K +$915K +9,392 New
WWA
228
Wingate Wealth Advisors
Massachusetts
$897K +$1.75K +18 +0.2%
LWMI
229
Landmark Wealth Management (Illinois)
Illinois
$836K -$8.06M -82,743 -90%
DAS
230
Dynamic Advisor Solutions
Arizona
$835K -$46.4K -476 -5%
GAA
231
Global Assets Advisory
Florida
$804K +$506K +5,192 +134%
EFG
232
Elm3 Financial Group
Georgia
$781K +$17.4K +179 +2%
RIP
233
Reliant Investment Partners
North Carolina
$775K -$13.4K -137 -2%
VA
234
Valmark Advisers
Ohio
$761K -$22.8K -234 -3%
DFA
235
DHK Financial Advisors
New Hampshire
$735K +$1.56K +16 +0.2%
BFG
236
Berger Financial Group
Minnesota
$719K -$19.6K -201 -2%
AWA
237
Arkadios Wealth Advisors
Georgia
$714K +$24.1K +247 +3%
KCFA
238
Key Client Fiduciary Advisors
New Jersey
$705K -$3.51K -36 -0.5%
HWM
239
HB Wealth Management
Georgia
$695K +$740K +7,596 New
CWM
240
Congress Wealth Management
Massachusetts
$695K +$737K +7,562 New
WWP
241
Wise Wealth Partners
Arizona
$693K -$332K -3,410 -31%
LFA
242
Legacy Financial Advisors
Kentucky
$682K -$11.4K -117 -2%
AWA
243
Alaska Wealth Advisors
Alaska
$678K -$5.66M -58,057 -89%
RFN
244
Redwood Financial Network
Ohio
$672K -$16.8K -172 -2%
SA
245
Sanctuary Advisors
Indiana
$654K -$71.1K -730 -9%
MF
246
Meridian Financial
Massachusetts
$648K -$44.8K -460 -6%
DWM
247
Denver Wealth Management
Colorado
$646K +$340K +3,487 +98%
FTUS
248
Flow Traders U.S.
New York
$644K +$686K +7,034 New
SAG
249
SageView Advisory Group
California
$640K +$195 +2 +0%
WMWM
250
Whitaker-Myers Wealth Managers
Ohio
$628K +$19.3K +198 +3%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.