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Invesco S&P MidCap Quality ETF

390 hedge funds and large institutions have $3.15B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

15% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 172

Holders
390
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
TPWA
251
Twin Peaks Wealth Advisors
California
$545K
TC
252
TAGStone Capital
North Carolina
$543K
S4W
253
Solutions 4 Wealth
Texas
$531K
SEP
254
Southland Equity Partners
Missouri
$524K
CPA
255
Cathy Pareto & Associates
Florida
$510K
BC
256
Belmont Capital
California
$510K
CA
257
Calton & Associates
Florida
$509K
NFSG
258
Newbridge Financial Services Group
Florida
$486K
MA
259
Mutual Advisors
Nebraska
$481K
EFG
260
Elm3 Financial Group
Georgia
$481K
GB
261
Goepper Burkhardt
South Carolina
$474K
NL
262
NWAM LLC
Washington
$465K
CFB
263
Cullen/Frost Bankers
Texas
$453K
YIH
264
Y-Intercept (HK)
Hong Kong
$448K
HW
265
Hancock Whitney
Mississippi
$443K
BCM
266
Brookstone Capital Management
Illinois
$441K
CSP
267
Cary Street Partners
Virginia
$436K
O3W
268
Omni 360 Wealth
New Jersey
$425K
IAG
269
Investmark Advisory Group
Connecticut
$420K
Mercer Global Advisors
270
Mercer Global Advisors
Colorado
$420K
BFA
271
Brown Financial Advisory
Alabama
$415K
PCIA
272
Prime Capital Investment Advisors
Kansas
$414K
TI
273
Trexquant Investment
Connecticut
$402K
GS
274
GTS Securities
New York
$396K
WWM
275
Western Wealth Management
Colorado
$393K