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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
BEI
301
Benjamin Edwards Inc
Missouri
$348K -$43.2K -419 -11%
AWA
302
Alaska Wealth Advisors
Alaska
$348K -$130K -1,257 -27%
JP Morgan Chase
303
JP Morgan Chase
New York
$346K -$358K -3,468 -51%
JIP
304
Jaffetilchin Investment Partners
Florida
$330K
OWM
305
OneAscent Wealth Management
Alabama
$328K -$42K -407 -11%
GF
306
GGM Financials
Ohio
$326K -$167K -1,615 -34%
AAS
307
Annex Advisory Services
Wisconsin
$325K -$104K -1,011 -24%
EWM
308
Evolution Wealth Management
Florida
$322K
Betterment LLC
309
Betterment LLC
New York
$319K +$41.6K +403 +15%
SAG
310
SageView Advisory Group
California
$314K -$314K -3,040 -50%
TI
311
Trexquant Investment
Connecticut
$311K -$34.9K -338 -10%
BCA
312
Bay Colony Advisors
Massachusetts
$309K +$7.12K +69 +2%
AWM
313
AE Wealth Management
Kansas
$307K -$22.8K -221 -7%
GWM
314
Geneos Wealth Management
Colorado
$303K
ACM
315
Andina Capital Management
Utah
$300K -$1.34K -13 -0.4%
GWM
316
Greenline Wealth Management
Florida
$289K +$291K +2,823 New
CIS
317
Connors Investor Services
Pennsylvania
$285K +$287K +2,782 New
SA
318
Sanctuary Advisors
Indiana
$279K +$13.4K +130 +5%
CIA
319
Concurrent Investment Advisors
Florida
$274K +$74.8K +725 +37%
SFA
320
Sequoia Financial Advisors
Ohio
$273K -$81.1K -786 -23%
NF
321
Nikulski Financial
Iowa
$268K -$20.6K -200 -7%
BFC
322
Bedel Financial Consulting
Indiana
$260K
MGIA
323
Moneta Group Investment Advisors
Missouri
$259K -$7.32K -71 -3%
CB
324
Commerce Bank
Missouri
$255K +$257K +2,492 New
SVWAG
325
Sound View Wealth Advisors Group
Georgia
$252K +$254K +2,458 New