XMHQ icon

Invesco S&P MidCap Quality ETF

388 hedge funds and large institutions have $3.18B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 169 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 169

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
226
Key Client Fiduciary Advisors
New Jersey
$757K
BFG
227
Berger Financial Group
Minnesota
$744K
RIP
228
Reliant Investment Partners
North Carolina
$739K
BEI
229
Benjamin Edwards Inc
Missouri
$728K
MF
230
Meridian Financial
Massachusetts
$706K
CAG
231
Csenge Advisory Group
Florida
$695K
WMWM
232
Whitaker-Myers Wealth Managers
Ohio
$690K
RFN
233
Redwood Financial Network
Ohio
$681K
TNBTD
234
Trustmark National Bank Trust Department
Mississippi
$679K
AAS
235
Annex Advisory Services
Wisconsin
$671K
CA
236
Clearstead Advisors
Ohio
$667K
SFS
237
Symphony Financial Services
Ohio
$652K
JCFM
238
JBR Co Financial Management
Oklahoma
$643K
SAG
239
SageView Advisory Group
California
$638K
FF
240
Fairway Financial
Florida
$628K
BOM
241
Bank of Marin
California
$619K
AWA
242
Alaska Wealth Advisors
Alaska
$612K
JWA
243
JFS Wealth Advisors
Pennsylvania
$609K
MA
244
MONECO Advisors
Connecticut
$606K
CWM
245
Congress Wealth Management
Massachusetts
$604K
MCC
246
Money Concepts Capital
Florida
$584K
AA
247
Advisory Alpha
Michigan
$560K
HH
248
Hilltop Holdings
Texas
$555K
CIA
249
Concurrent Investment Advisors
Florida
$553K
TPWA
250
Twin Peaks Wealth Advisors
California
$545K