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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
251
Twin Peaks Wealth Advisors
California
$538K -$19K -185 -3%
MA
252
Mutual Advisors
Nebraska
$525K +$39.5K +384 +8%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$506K +$496K +4,822 New
GF
254
GGM Financials
Ohio
$503K -$332K -3,225 -40%
KF
255
Krilogy Financial
Missouri
$495K +$495K +4,809 New
CSP
256
Cary Street Partners
Virginia
$493K +$26.8K +260 +6%
HF
257
HRT Financial
New York
$490K +$481K +4,675 New
AWA
258
Alaska Wealth Advisors
Alaska
$489K -$162K -1,577 -25%
FFA
259
Farther Finance Advisors
California
$483K +$424K +4,123 +857%
AI
260
Atria Investments
North Carolina
$481K +$64K +622 +16%
NFSG
261
Newbridge Financial Services Group
Florida
$478K -$40.7K -395 -8%
HW
262
Hancock Whitney
Mississippi
$473K
BCM
263
Brookstone Capital Management
Illinois
$470K -$1.65K -16 -0.4%
NL
264
NWAM LLC
Washington
$462K -$13K -126 -3%
YIH
265
Y-Intercept (HK)
Hong Kong
$460K -$18.7K -182 -4%
CPA
266
Cathy Pareto & Associates
Florida
$456K -$87.1K -846 -16%
IAG
267
Investmark Advisory Group
Connecticut
$449K
FPAS
268
Focus Partners Advisor Solutions
Missouri
$447K +$229K +2,227 +106%
FHC
269
First Heartland Consultants
Missouri
$446K -$1.98M -19,195 -82%
PCIA
270
Prime Capital Investment Advisors
Kansas
$443K +$720 +7 +0.2%
AAS
271
Annex Advisory Services
Wisconsin
$439K -$272K -2,643 -39%
AG
272
AmeriFlex Group
Nevada
$433K +$402K +3,904 +1,775%
SWM
273
Schwallier Wealth Management
Michigan
$430K -$612K -5,949 -59%
AWP
274
Axis Wealth Partners
Rhode Island
$428K +$51.5K +500 +14%
JIC
275
Johnson Investment Counsel
Ohio
$419K +$32.5K +316 +9%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.