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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
251
Redwood Financial Network
Ohio
$603K -$63.6K -617 -9%
GS
252
GTS Securities
New York
$595K +$599K +5,810 New
MCC
253
Money Concepts Capital
Florida
$595K -$33.2K -322 -5%
VFG
254
Victory Financial Group
Texas
$591K -$3.35M -32,481 -85%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$591K +$149K +1,441 +33%
KA
256
Kovack Advisors
Florida
$589K +$259K +2,511 +78%
SF
257
Summit Financial
New Jersey
$582K -$56.6K -549 -9%
CRW
258
Clarity Retirement & Wealth
Massachusetts
$582K +$587K +5,686 New
AA
259
Advisory Alpha
Michigan
$566K -$5.88K -57 -1%
HH
260
Hilltop Holdings
Texas
$563K -$19.7K -191 -3%
JMA
261
J.M. Arbour
Maine
$554K +$558K +5,410 New
CA
262
Calton & Associates
Florida
$550K +$1.24K +12 +0.2%
BCM
263
Brookstone Capital Management
Illinois
$538K +$79.8K +774 +17%
TPWA
264
Twin Peaks Wealth Advisors
California
$538K -$19.4K -188 -4%
SFG
265
Snider Financial Group
Washington
$537K -$4.83M -46,785 -90%
MA
266
Mutual Advisors
Nebraska
$529K +$17.4K +169 +3%
NFG
267
Nations Financial Group
Iowa
$522K +$525K +5,094 New
KF
268
Krilogy Financial
Missouri
$521K -$2.06K -20 -0.4%
CSP
269
Cary Street Partners
Virginia
$515K +$33.8K +328 +7%
RIA
270
Regal Investment Advisors
Michigan
$493K +$98.5K +955 +25%
BWM
271
BAM Wealth Management
Colorado
$474K -$113K -1,092 -19%
NFSG
272
Newbridge Financial Services Group
Florida
$467K
HW
273
Hancock Whitney
Mississippi
$461K
NL
274
NWAM LLC
Washington
$461K -$19.3K -187 -4%
SFGM
275
Stonebridge Financial Group (Missouri)
Missouri
$460K +$463K +4,493 New