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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
251
Money Concepts Capital
Florida
$584K -$50.1K -531 -8%
AA
252
Advisory Alpha
Michigan
$560K -$1.04K -11 -0.2%
HH
253
Hilltop Holdings
Texas
$555K +$533K +5,645 New
CIA
254
Concurrent Investment Advisors
Florida
$553K -$8.78K -93 -2%
TPWA
255
Twin Peaks Wealth Advisors
California
$545K -$41.1K -435 -8%
TC
256
TAGStone Capital
North Carolina
$543K +$508K +5,384 New
S4W
257
Solutions 4 Wealth
Texas
$531K +$6.8K +72 +1%
SEP
258
Southland Equity Partners
Missouri
$524K +$67K +710 +15%
CPA
259
Cathy Pareto & Associates
Florida
$510K -$91.3K -967 -16%
BC
260
Belmont Capital
California
$510K
CA
261
Calton & Associates
Florida
$509K +$489K +5,179 New
NFSG
262
Newbridge Financial Services Group
Florida
$486K -$109K -1,150 -19%
MA
263
Mutual Advisors
Nebraska
$481K +$118K +1,251 +37%
EFG
264
Elm3 Financial Group
Georgia
$481K -$344K -3,644 -43%
GB
265
Goepper Burkhardt
South Carolina
$474K -$70.7K -749 -13%
NL
266
NWAM LLC
Washington
$460K +$3.59K +38 +0.8%
CFB
267
Cullen/Frost Bankers
Texas
$453K +$207K +2,197 +91%
YIH
268
Y-Intercept (HK)
Hong Kong
$448K +$431K +4,564 New
HW
269
Hancock Whitney
Mississippi
$443K
BCM
270
Brookstone Capital Management
Illinois
$441K +$76.4K +809 +22%
CSP
271
Cary Street Partners
Virginia
$436K +$30.1K +319 +8%
O3W
272
Omni 360 Wealth
New Jersey
$425K -$6.61K -70 -2%
IAG
273
Investmark Advisory Group
Connecticut
$420K
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$420K -$167K -1,772 -29%
BFA
275
Brown Financial Advisory
Alabama
$415K +$75.9K +804 +23%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.