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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
BWL
326
Bogart Wealth LLC
Virginia
$291K -$38.7M -397,103 -99%
AWP
327
Axis Wealth Partners
Rhode Island
$284K +$303K +3,106 New
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$280K -$41K -421 -11%
MFWP
329
Mosaic Family Wealth Partners
Missouri
$273K -$10.9K -112 -4%
AFA
330
Alpha Financial Advisors
North Carolina
$269K +$286K +2,934 New
SB
331
Strategic Blueprint
Georgia
$261K +$3.8K +39 +1%
NFP
332
Narus Financial Partners
Utah
$256K -$81K -831 -23%
BI
333
Berkeley Inc
Idaho
$254K +$270K +2,775 New
BCA
334
Bay Colony Advisors
Massachusetts
$254K -$16.1K -165 -6%
MGIA
335
Moneta Group Investment Advisors
Missouri
$254K +$35.1K +360 +15%
CA
336
Continuum Advisory
Idaho
$253K +$25.3K +260 +10%
KIM
337
Kane Investment Management
California
$244K -$323K -3,311 -55%
HSBC Holdings
338
HSBC Holdings
United Kingdom
$240K +$255K +2,619 New
BFC
339
Bedel Financial Consulting
Indiana
$238K +$247K +2,535 New
GGS
340
Galvin Gaustad & Stein
Arizona
$229K -$48.7K -500 -17%
CFB
341
Cullen/Frost Bankers
Texas
$221K +$227K +2,327 +2,529%
Betterment LLC
342
Betterment LLC
New York
$217K +$231K +2,370 New
TSS
343
Two Sigma Securities
New York
$215K +$229K +2,349 New
SCA
344
Snowden Capital Advisors
New York
$212K +$226K +2,321 New
SPWM
345
Schrum Private Wealth Management
Florida
$211K
AF
346
Advisornet Financial
Minnesota
$207K +$220K +2,262 New
JP Morgan Chase
347
JP Morgan Chase
New York
$196K -$169K -1,734 -45%
AG
348
AmeriFlex Group
Nevada
$180K +$390 +4 +0.2%
OA
349
Operose Advisors
Wisconsin
$153K
RMP
350
Richards, Merrill & Peterson
Washington
$147K

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.