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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
IA
326
IFP Advisors
Florida
$250K +$112K +1,084 +80%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$250K -$5.05K -49 -2%
WA1
328
Wimmer Associates 1
California
$249K -$10.3K -100 -4%
ZIM
329
Zacks Investment Management
Illinois
$243K +$245K +2,372 New
VAS
330
Vestmark Advisory Solutions
Massachusetts
$242K -$7.32K -71 -3%
SIM
331
Synergy Investment Management
Florida
$239K -$19.7K -191 -8%
CS
332
Capital Square
Tennessee
$238K +$28.9K +280 +14%
EFG
333
Elm3 Financial Group
Georgia
$236K -$124K -1,206 -34%
SCA
334
Snowden Capital Advisors
New York
$236K -$16.7K -162 -7%
SPWM
335
Schrum Private Wealth Management
Florida
$236K
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$235K -$104K -1,011 -31%
PFPG
337
Pinnacle Financial Partners (Georgia)
Georgia
$234K +$236K +2,283 New
PWM
338
Perigon Wealth Management
California
$227K -$19.1K -185 -8%
IWC
339
Integrated Wealth Concepts
Massachusetts
$226K -$136K -1,321 -37%
CFS
340
Compass Financial Services
Iowa
$224K +$103 +1 +0%
FF
341
Foundry Financial
California
$223K +$224K +2,176 New
GAA
342
Global Assets Advisory
Florida
$222K -$14.1K -137 -6%
CWM
343
Chemistry Wealth Management
New York
$220K
FFS
344
Founders Financial Securities
Maryland
$219K +$220K +2,135 New
CC
345
Capstone Capital
Nevada
$218K
SAM
346
Silvercrest Asset Management
New York
$215K +$217K +2,101 New
CA
347
Continuum Advisory
Idaho
$213K -$8.15K -79 -4%
AG
348
AmeriFlex Group
Nevada
$212K -$212K -2,058 -50%
AAP
349
Arax Advisory Partners
Colorado
$210K +$212K +2,051 New
CCWM
350
Cassaday & Co Wealth Management
Virginia
$205K