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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K

Top Buyers

1
SG
Straightline Group
Michigan
$33.2M
2
CAG
Crestwood Advisors Group
Massachusetts
$27.2M
3
UB
UMB Bank
Missouri
$26.5M
4
FIA
Foundations Investment Advisors
Arizona
$16.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40.8M
2
SAF
Smith Anglin Financial
Texas
$1.25M
3
Ameriprise
Ameriprise
Minnesota
$125M
4
EB
Eastern Bank
Massachusetts
$5.06M
5
BWL
Bogart Wealth LLC
Virginia
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
251
Fidelity Investments
Massachusetts
$602K +$34.4K +376 +6%
PAS
252
Park Avenue Securities
New York
$599K +$199K +2,177 +50%
SFS
253
Symphony Financial Services
Ohio
$596K -$15.7K -172 -3%
MCC
254
Money Concepts Capital
Florida
$593K +$5.68K +62 +1%
MA
255
MONECO Advisors
Connecticut
$587K -$15.9K -174 -3%
JWA
256
JFS Wealth Advisors
Pennsylvania
$567K – – –
CPA
257
Cathy Pareto & Associates
Florida
$563K -$308K -3,364 -35%
NFSG
258
Newbridge Financial Services Group
Florida
$558K -$267K -2,915 -32%
JWCA
259
J.W. Cole Advisors
Florida
$554K -$1.22M -13,283 -69%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$553K +$553K +6,042 New
FF
261
Fairway Financial
Florida
$553K +$198K +2,165 +56%
BOM
262
Bank of Marin
California
$545K – – –
TI
263
TrueMark Investments
Illinois
$528K +$528K +5,766 New
CIA
264
Concurrent Investment Advisors
Florida
$524K -$1.83K -20 -0.3%
AA
265
Advisory Alpha
Michigan
$523K -$3.11K -34 -0.6%
PTC
266
Private Trust Company
Ohio
$517K +$365K +3,984 +239%
TPWA
267
Twin Peaks Wealth Advisors
California
$511K -$47.1K -530 -8%
GB
268
Goepper Burkhardt
South Carolina
$511K +$511K +5,579 New
FFA
269
Farther Finance Advisors
California
$502K -$65.3K -705 -12%
S4W
270
Solutions 4 Wealth
Texas
$488K +$9.15K +100 +2%
TNBTD
271
Trustmark National Bank Trust Department
Mississippi
$482K – – –
GS
272
GTS Securities
New York
$480K +$480K +5,246 New
AFO
273
Allie Family Office
Florida
$480K +$246K +2,683 +105%
BC
274
Belmont Capital
California
$475K +$475K +5,188 New
Bank of New York Mellon
275
Bank of New York Mellon
New York
$468K -$94.3K -1,030 -17%
9 10
11
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