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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
326
Synovus Financial
Georgia
$237K +$232K +2,256 New
CFS
327
Compass Financial Services
Iowa
$230K -$167K -1,623 -43%
CA
328
Continuum Advisory
Idaho
$226K -$49.5K -481 -18%
CWM
329
Chemistry Wealth Management
New York
$225K
CC
330
Capstone Capital
Nevada
$224K
FFA
331
Florida Financial Advisors
Florida
$220K +$215K +2,092 New
CAM
332
Cresset Asset Management
Illinois
$215K +$211K +2,049 New
CS
333
Capital Square
Tennessee
$215K +$211K +2,048 New
AFP
334
Ausdal Financial Partners
Iowa
$210K +$206K +2,000 New
CCWM
335
Cassaday & Co Wealth Management
Virginia
$210K +$206K +2,000 New
GGS
336
Galvin Gaustad & Stein
Arizona
$210K +$206K +2,000 New
PTC
337
Private Trust Company
Ohio
$210K -$84K -816 -29%
CIA
338
Compass Ion Advisors
Pennsylvania
$209K -$7.62K -74 -4%
TCWM
339
Total Clarity Wealth Management
Illinois
$208K -$22K -214 -10%
AFO
340
Allie Family Office
Florida
$208K +$204K +1,983 New
CIA
341
Concurrent Investment Advisors
Florida
$204K -$379K -3,684 -65%
OC
342
Oppenheimer & Co
New York
$202K +$198K +1,922 New
RMP
343
Richards, Merrill & Peterson
Washington
$168K
AF
344
Advisornet Financial
Minnesota
$162K -$45.5K -442 -22%
CAL
345
Capital Analysts LLC
Pennsylvania
$152K +$99.2K +964 +200%
IA
346
IFP Advisors
Florida
$142K +$7.92K +77 +6%
AAS
347
Ameritas Advisory Services
Nebraska
$136K -$3.74M -36,303 -97%
PB
348
Pinnacle Bancorp
Nebraska
$131K
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$124K +$121K +1,180 +118,000%
BWL
350
Bogart Wealth LLC
Virginia
$121K -$40.4K -393 -25%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.