We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
GF
226
GGM Financials
Ohio
$788K -$911K -9,651 -55%
Fisher Asset Management
227
Fisher Asset Management
Washington
$786K +$756K +8,003 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$773K +$122K +1,289 +20%
AWA
229
Arkadios Wealth Advisors
Georgia
$768K +$1.51K +16 +0.2%
KCFA
230
Key Client Fiduciary Advisors
New Jersey
$757K +$661 +7 +0.1%
BFG
231
Berger Financial Group
Minnesota
$744K -$26.7K -283 -4%
RIP
232
Reliant Investment Partners
North Carolina
$739K -$88.7K -940 -11%
BEI
233
Benjamin Edwards Inc
Missouri
$728K -$114M -1,205,560 -99%
MF
234
Meridian Financial
Massachusetts
$706K +$9.44K +100 +1%
CAG
235
Csenge Advisory Group
Florida
$695K +$8.4K +89 +1%
WMWM
236
Whitaker-Myers Wealth Managers
Ohio
$690K +$15.8K +167 +2%
RFN
237
Redwood Financial Network
Ohio
$681K -$38.6K -409 -6%
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$679K +$156K +1,650 +31%
AAS
239
Annex Advisory Services
Wisconsin
$671K -$104M -1,102,336 -99%
CA
240
Clearstead Advisors
Ohio
$667K
SFS
241
Symphony Financial Services
Ohio
$652K +$11.2K +119 +2%
SA
242
Sanctuary Advisors
Indiana
$651K -$48.5K -514 -7%
JCFM
243
JBR Co Financial Management
Oklahoma
$643K +$144K +1,526 +30%
SAG
244
SageView Advisory Group
California
$638K -$79.6K -843 -12%
FF
245
Fairway Financial
Florida
$628K +$33.5K +355 +6%
BOM
246
Bank of Marin
California
$619K +$32.7K +346 +6%
AWA
247
Alaska Wealth Advisors
Alaska
$612K -$111K -1,176 -16%
JWA
248
JFS Wealth Advisors
Pennsylvania
$609K
MA
249
MONECO Advisors
Connecticut
$606K -$23.3K -247 -4%
CWM
250
Congress Wealth Management
Massachusetts
$604K -$133K -1,412 -19%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.