We are live on ! Find out more
XMHQ icon

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
GSWM
251
Golden State Wealth Management
California
$626K +$117K +1,205 +21%
CAG
252
Csenge Advisory Group
Florida
$624K -$886K -9,088 -56%
CA
253
Clearstead Advisors
Ohio
$621K
XPN
254
XY Planning Network
Montana
$613K +$45.1K +463 +7%
ACM
255
Andina Capital Management
Utah
$612K -$187K -1,914 -22%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$602K +$36.6K +376 +6%
PAS
257
Park Avenue Securities
New York
$599K +$212K +2,177 +50%
SFS
258
Symphony Financial Services
Ohio
$596K -$16.8K -172 -3%
MCC
259
Money Concepts Capital
Florida
$593K +$6.04K +62 +1%
MA
260
MONECO Advisors
Connecticut
$587K -$17K -174 -3%
JWA
261
JFS Wealth Advisors
Pennsylvania
$567K
CPA
262
Cathy Pareto & Associates
Florida
$563K -$328K -3,364 -35%
NFSG
263
Newbridge Financial Services Group
Florida
$558K -$284K -2,915 -32%
JWCA
264
J.W. Cole Advisors
Florida
$554K -$1.29M -13,283 -69%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$553K +$589K +6,042 New
FF
266
Fairway Financial
Florida
$553K +$211K +2,165 +56%
BOM
267
Bank of Marin
California
$545K
TI
268
TrueMark Investments
Illinois
$528K +$562K +5,766 New
CIA
269
Concurrent Investment Advisors
Florida
$524K -$1.95K -20 -0.3%
AA
270
Advisory Alpha
Michigan
$523K -$3.31K -34 -0.6%
PTC
271
Private Trust Company
Ohio
$517K +$388K +3,984 +239%
TPWA
272
Twin Peaks Wealth Advisors
California
$511K -$51.7K -530 -8%
GB
273
Goepper Burkhardt
South Carolina
$511K +$544K +5,579 New
FFA
274
Farther Finance Advisors
California
$502K -$68.7K -705 -12%
S4W
275
Solutions 4 Wealth
Texas
$488K +$9.75K +100 +2%

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.