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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
NFA
301
Northwest Financial Advisors
Virginia
$397K +$72K +739 +21%
IAG
302
Investmark Advisory Group
Connecticut
$391K -$117K -1,200 -22%
CSP
303
Cary Street Partners
Virginia
$377K +$12.2K +125 +3%
WA1
304
Wimmer Associates 1
California
$375K
PCM
305
Presidio Capital Management
California
$370K +$394K +4,040 New
PCIA
306
Prime Capital Investment Advisors
Kansas
$358K +$53.5K +549 +16%
IWC
307
Integrated Wealth Concepts
Massachusetts
$346K -$1.26M -12,912 -77%
KWS
308
Keystone Wealth Services
California
$343K -$114K -1,168 -24%
AIC
309
Ayalon Insurance Company
Israel
$341K
BCM
310
Brookstone Capital Management
Illinois
$337K +$6.04K +62 +2%
WH
311
Willner & Heller
California
$336K -$3.9K -40 -1%
SFA
312
Sequoia Financial Advisors
Ohio
$335K +$18.6K +191 +6%
KDA
313
Kraft Davis & Associates
Missouri
$329K
UWPG
314
Ullmann Wealth Partners Group
Florida
$326K -$285K -2,927 -45%
JIC
315
Johnson Investment Counsel
Ohio
$322K -$54.1K -555 -14%
WWM
316
Western Wealth Management
Colorado
$319K -$3.09M -31,675 -90%
BFA
317
Brown Financial Advisory
Alabama
$314K +$334K +3,425 New
AFG
318
Atomi Financial Group
New York
$308K +$27.7K +284 +9%
MA
319
Mutual Advisors
Nebraska
$308K -$489K -5,016 -60%
ACM
320
Absolute Capital Management
Pennsylvania
$306K -$46K -472 -12%
FPAS
321
Focus Partners Advisor Solutions
Missouri
$300K +$68.1K +699 +27%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$295K +$28.8K +296 +10%
JIP
323
Jaffetilchin Investment Partners
Florida
$295K +$314K +3,221 New
MFG
324
Mission Financial Group
Nevada
$293K +$276K +2,837 New
3F
325
360 Financial
Minnesota
$293K -$22.1K -227 -7%

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.