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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
326
Schrum Private Wealth Management
Florida
$226K
IAN
327
Integrated Advisors Network
Texas
$224K +$215K +2,280 New
AAP
328
Arax Advisory Partners
Colorado
$223K -$1.51M -16,040 -88%
SS
329
Sunbelt Securities
Texas
$219K +$70.7K +749 +51%
TCWM
330
Total Clarity Wealth Management
Illinois
$216K -$200K -2,116 -49%
LIA
331
Lynx Investment Advisory
District of Columbia
$213K +$205K +2,173 New
CWM
332
Chemistry Wealth Management
New York
$211K +$203K +2,146 New
RF
333
Roxbury Financial
New Jersey
$210K -$255K -2,698 -56%
CC
334
Capstone Capital
Nevada
$209K +$201K +2,130 New
FPAS
335
Focus Partners Advisor Solutions
Missouri
$206K -$111K -1,180 -36%
CIA
336
Compass Ion Advisors
Pennsylvania
$203K +$195K +2,063 New
AF
337
Advisornet Financial
Minnesota
$195K -$26.5K -281 -12%
RMP
338
Richards, Merrill & Peterson
Washington
$158K
BWL
339
Bogart Wealth LLC
Virginia
$152K -$154K -1,630 -51%
IA
340
IFP Advisors
Florida
$125K -$9.54K -101 -7%
PB
341
Pinnacle Bancorp
Nebraska
$123K +$33K +350 +39%
HFS
342
Hughes Financial Services
Virginia
$107K
MAS
343
MPWM Advisory Solutions
Georgia
$102K
HWA
344
HHM Wealth Advisors
Tennessee
$82.9K
FGC
345
Financial Gravity Companies
Texas
$76.6K +$73.6K +780 New
FNWA
346
Financial Network Wealth Advisors
Utah
$67.1K
JP Morgan Chase
347
JP Morgan Chase
New York
$52.5K -$152K -1,609 -75%
FFA
348
Farther Finance Advisors
California
$47.3K -$466K -4,936 -91%
Bessemer Group
349
Bessemer Group
New Jersey
$47K
CAL
350
Capital Analysts LLC
Pennsylvania
$47K

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.