We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
276
Trustmark National Bank Trust Department
Mississippi
$482K
GS
277
GTS Securities
New York
$480K +$511K +5,246 New
AFO
278
Allie Family Office
Florida
$480K +$261K +2,683 +105%
BC
279
Belmont Capital
California
$475K +$506K +5,188 New
Bank of New York Mellon
280
Bank of New York Mellon
New York
$468K -$100K -1,030 -17%
CFS
281
Compass Financial Services
Iowa
$466K -$21K -215 -4%
PWM
282
Perigon Wealth Management
California
$465K -$50.2K -515 -9%
RF
283
Roxbury Financial
New Jersey
$465K -$2.14K -22 -0.5%
JCFM
284
JBR Co Financial Management
Oklahoma
$459K -$172K -1,763 -26%
TRCT
285
Tower Research Capital (TRC)
New York
$457K +$486K +4,988 New
AWM
286
AE Wealth Management
Kansas
$455K -$70.2K -720 -13%
AWA
287
Arete Wealth Advisors
Illinois
$452K -$404K -4,145 -46%
CRI
288
Colonial River Investments
Virginia
$442K -$1.68M -17,209 -78%
OWM
289
OneAscent Wealth Management
Alabama
$436K -$97 -1 -0%
TI
290
Trexquant Investment
Connecticut
$431K +$140K +1,441 +44%
GWM
291
Geneos Wealth Management
Colorado
$426K +$302K +3,103 +200%
TCWM
292
Total Clarity Wealth Management
Illinois
$425K
SEP
293
Southland Equity Partners
Missouri
$424K +$75.8K +778 +20%
CCM
294
Crew Capital Management
Ohio
$423K +$23.1K +237 +5%
Goldman Sachs
295
Goldman Sachs
New York
$417K -$1.22M -12,488 -73%
NL
296
NWAM LLC
Washington
$413K -$1.95K -20 -0.4%
HW
297
Hancock Whitney
Mississippi
$412K
AWM
298
Axxcess Wealth Management
California
$409K -$1.69M -17,369 -80%
O3W
299
Omni 360 Wealth
New Jersey
$403K -$7.7K -79 -2%
HWM
300
HRC Wealth Management
Idaho
$398K +$4.58K +47 +1%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.