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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
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$450K +$156K +1,512 +52%
NFA
277
Northwest Financial Advisors
Virginia
$449K +$67.9K +658 +18%
IAG
278
Investmark Advisory Group
Connecticut
$438K
PCIA
279
Prime Capital Investment Advisors
Kansas
$438K +$5.78K +56 +1%
O3W
280
Omni 360 Wealth
New Jersey
$436K +$19.5K +189 +5%
SWM
281
Schwallier Wealth Management
Michigan
$428K -$7.74K -75 -2%
LWM
282
LongView Wealth Management
Georgia
$424K +$407K +3,945 New
MWP
283
Madison Wealth Partners
Wisconsin
$414K +$417K +4,040 New
JIC
284
Johnson Investment Counsel
Ohio
$409K
NFP
285
Narus Financial Partners
Utah
$404K +$13K +126 +3%
HWM
286
HRC Wealth Management
Idaho
$401K +$722 +7 +0.2%
TNBTD
287
Trustmark National Bank Trust Department
Mississippi
$401K -$309K -3,000 -43%
KDA
288
Kraft Davis & Associates
Missouri
$400K
GIA
289
Gladstone Institutional Advisory
Florida
$400K +$403K +3,903 New
AWP
290
Axis Wealth Partners
Rhode Island
$399K -$19K -184 -5%
JCFM
291
JBR Co Financial Management
Oklahoma
$394K -$280K -2,713 -41%
T
292
Tableaux
Massachusetts
$392K -$398K -3,856 -50%
CA
293
CWC Advisors
Oregon
$389K +$93K +902 +31%
BFA
294
Brown Financial Advisory
Alabama
$389K -$5.88K -57 -1%
UWPG
295
Ullmann Wealth Partners Group
Florida
$366K
CCFM
296
Clear Creek Financial Management
Washington
$363K +$366K +3,544 New
WH
297
Willner & Heller
California
$358K -$30.1K -292 -8%
CPA
298
Cathy Pareto & Associates
Florida
$354K -$91.4K -886 -20%
DADC
299
D.A. Davidson & Co
Montana
$353K +$355K +3,442 New
SAW
300
Signal Advisors Wealth
Michigan
$351K +$75.5K +732 +27%