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Invesco S&P MidCap Quality ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
276
Compass Financial Services
Iowa
$466K -$19.7K -215 -4%
PWM
277
Perigon Wealth Management
California
$465K -$47.1K -515 -9%
RF
278
Roxbury Financial
New Jersey
$465K -$2.11K -22 -0.5%
JCFM
279
JBR Co Financial Management
Oklahoma
$459K -$161K -1,763 -26%
TRCT
280
Tower Research Capital (TRC)
New York
$457K +$457K +4,988 New
AWM
281
AE Wealth Management
Kansas
$455K -$65.9K -720 -13%
AWA
282
Arete Wealth Advisors
Illinois
$452K -$379K -4,145 -46%
CRI
283
Colonial River Investments
Virginia
$442K -$1.58M -17,209 -78%
OWM
284
OneAscent Wealth Management
Alabama
$436K -$92 -1 -0%
TI
285
Trexquant Investment
Connecticut
$431K +$132K +1,441 +44%
GWM
286
Geneos Wealth Management
Colorado
$426K +$284K +3,103 +200%
TCWM
287
Total Clarity Wealth Management
Illinois
$425K
SEP
288
Southland Equity Partners
Missouri
$424K +$71.2K +778 +20%
CCM
289
Crew Capital Management
Ohio
$423K +$21.7K +237 +5%
Goldman Sachs
290
Goldman Sachs
New York
$417K -$1.14M -12,488 -73%
NL
291
NWAM LLC
Washington
$413K -$1.83K -20 -0.4%
HW
292
Hancock Whitney
Mississippi
$412K
AWM
293
Axxcess Wealth Management
California
$409K -$1.59M -17,369 -80%
O3W
294
Omni 360 Wealth
New Jersey
$403K -$7.23K -79 -2%
HWM
295
HRC Wealth Management
Idaho
$398K +$4.3K +47 +1%
NFA
296
Northwest Financial Advisors
Virginia
$397K +$67.6K +739 +21%
IAG
297
Investmark Advisory Group
Connecticut
$391K -$110K -1,200 -22%
CSP
298
Cary Street Partners
Virginia
$377K +$11.4K +125 +3%
WA1
299
Wimmer Associates 1
California
$375K
PCM
300
Presidio Capital Management
California
$370K +$370K +4,040 New