XMHQ icon

Invesco S&P MidCap Quality ETF

390 hedge funds and large institutions have $3.15B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 172 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

15% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 172

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRI
276
Colonial River Investments
Virginia
$391K
AI
277
Atria Investments
North Carolina
$389K
KDA
278
Kraft Davis & Associates
Missouri
$387K
TRCT
279
Tower Research Capital (TRC)
New York
$386K
AWM
280
Axxcess Wealth Management
California
$382K
PCM
281
Presidio Capital Management
California
$382K
HWM
282
HRC Wealth Management
Idaho
$378K
T
283
Tableaux
Massachusetts
$378K
CFS
284
Compass Financial Services
Iowa
$374K
OWM
285
OneAscent Wealth Management
Alabama
$373K
WA1
286
Wimmer Associates 1
California
$367K
WH
287
Willner & Heller
California
$366K
JIC
288
Johnson Investment Counsel
Ohio
$361K
AWA
289
Arete Wealth Advisors
Illinois
$356K
PWM
290
Perigon Wealth Management
California
$354K
AWP
291
Axis Wealth Partners
Rhode Island
$352K
UWPG
292
Ullmann Wealth Partners Group
Florida
$350K
SFA
293
Sequoia Financial Advisors
Ohio
$344K
KWS
294
Keystone Wealth Services
California
$341K
AWM
295
AE Wealth Management
Kansas
$336K
RIA
296
Regal Investment Advisors
Michigan
$336K
ACM
297
Absolute Capital Management
Pennsylvania
$333K
ACM
298
Andina Capital Management
Utah
$331K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$330K
US Bancorp
300
US Bancorp
Minnesota
$325K