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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PFG Investments
New York
$737K +$723K +7,020 New
WMWM
227
Whitaker-Myers Wealth Managers
Ohio
$733K -$4.94K -48 -0.7%
MF
228
Meridian Financial
Massachusetts
$732K -$21.4K -208 -3%
DAS
229
Dynamic Advisor Solutions
Arizona
$731K -$178K -1,725 -20%
BOM
230
Bank of Marin
California
$731K +$68.8K +668 +11%
TNBTD
231
Trustmark National Bank Trust Department
Mississippi
$725K
JP Morgan Chase
232
JP Morgan Chase
New York
$719K +$650K +6,315 +1,183%
CA
233
Clearstead Advisors
Ohio
$712K
JCFM
234
JBR Co Financial Management
Oklahoma
$689K +$1.96K +19 +0.3%
RFN
235
Redwood Financial Network
Ohio
$682K -$44.6K -433 -6%
TC
236
TAGStone Capital
North Carolina
$672K +$105K +1,018 +19%
MA
237
MONECO Advisors
Connecticut
$658K +$10.4K +101 +2%
SF
238
Summit Financial
New Jersey
$655K +$642K +6,236 New
JWA
239
JFS Wealth Advisors
Pennsylvania
$651K
MCC
240
Money Concepts Capital
Florida
$644K +$19.2K +187 +3%
SAG
241
SageView Advisory Group
California
$641K -$4.63K -45 -0.7%
CFB
242
Cullen/Frost Bankers
Texas
$619K +$132K +1,278 +28%
SEP
243
Southland Equity Partners
Missouri
$602K +$41.2K +400 +7%
BWM
244
BAM Wealth Management
Colorado
$600K +$589K +5,721 New
S4W
245
Solutions 4 Wealth
Texas
$600K +$31.3K +304 +6%
HH
246
Hilltop Holdings
Texas
$597K +$4.01K +39 +0.7%
AA
247
Advisory Alpha
Michigan
$588K -$12.1K -118 -2%
WWM
248
Western Wealth Management
Colorado
$586K +$163K +1,579 +39%
CA
249
Calton & Associates
Florida
$562K +$18.5K +180 +3%
GIA
250
Gateway Investment Advisers
Ohio
$545K +$534K +5,188 New

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.