We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
WWMP
226
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$825K +$831K +8,053 New
SFS
227
Symphony Financial Services
Ohio
$819K +$58.8K +570 +8%
WS
228
Wedbush Securities
California
$799K -$374K -3,627 -32%
HCM
229
Hengehold Capital Management
Ohio
$798K -$175K -1,700 -18%
KCFA
230
Key Client Fiduciary Advisors
New Jersey
$790K -$25.5K -247 -3%
FF
231
Fairway Financial
Florida
$783K +$63.2K +613 +9%
Fisher Asset Management
232
Fisher Asset Management
Washington
$770K +$775K +7,514 New
RIP
233
Reliant Investment Partners
North Carolina
$761K -$7.74K -75 -1%
AWA
234
Arkadios Wealth Advisors
Georgia
$751K +$13.4K +130 +2%
CAG
235
Csenge Advisory Group
Florida
$749K +$5.36K +52 +0.7%
Baird Financial Group
236
Baird Financial Group
Wisconsin
$736K +$244K +2,366 +49%
BOM
237
Bank of Marin
California
$714K
BFG
238
Berger Financial Group
Minnesota
$701K -$67.6K -655 -9%
SPWG
239
Syntegra Private Wealth Group
Missouri
$696K -$96K -931 -12%
CA
240
Clearstead Advisors
Ohio
$695K
WMWM
241
Whitaker-Myers Wealth Managers
Ohio
$674K -$40.9K -396 -6%
AWA
242
Adapt Wealth Advisors
Georgia
$667K -$996K -9,657 -60%
MA
243
MONECO Advisors
Connecticut
$666K +$23.7K +230 +4%
EWP
244
Evergreen Wealth Partners
Montana
$654K +$659K +6,384 New
SEP
245
Southland Equity Partners
Missouri
$652K +$64.7K +627 +11%
MF
246
Meridian Financial
Massachusetts
$651K -$63.9K -619 -9%
JWA
247
JFS Wealth Advisors
Pennsylvania
$635K
DAS
248
Dynamic Advisor Solutions
Arizona
$625K -$88.9K -862 -12%
ATPW
249
Ashton Thomas Private Wealth
Arizona
$618K +$217K +2,106 +54%
CFB
250
Cullen/Frost Bankers
Texas
$605K +$928 +9 +0.2%