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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
SS
351
Sunbelt Securities
Texas
$135K -$73K -749 -34%
Belvedere Trading
352
Belvedere Trading
Illinois
$128K +$136K +1,400 New
IA
353
IFP Advisors
Florida
$126K +$5.46K +56 +4%
EWA
354
EverSource Wealth Advisors
Alabama
$122K
AssetMark Inc
355
AssetMark Inc
California
$120K -$22.4K -230 -15%
HFS
356
Hughes Financial Services
Virginia
$98.5K +$104K +1,064 New
MAS
357
MPWM Advisory Solutions
Georgia
$94.7K -$35.7K -366 -26%
PB
358
Pinnacle Bancorp
Nebraska
$82.4K +$9.75K +100 +13%
VNA
359
Valley National Advisers
Pennsylvania
$79K +$84.5K +867 New
HWA
360
HHM Wealth Advisors
Tennessee
$77.2K -$3.7K -38 -4%
CCM
361
Coldstream Capital Management
Washington
$71.7K +$76.3K +783 New
FNWA
362
Financial Network Wealth Advisors
Utah
$62.5K
CAL
363
Capital Analysts LLC
Pennsylvania
$44K +$16K +164 +52%
Bessemer Group
364
Bessemer Group
New Jersey
$43K
NS
365
NBC Securities
Alabama
$43K +$46.4K +476 New
CIA
366
Cape Investment Advisory
Georgia
$42.5K -$8.28K -85 -15%
SWM
367
Spire Wealth Management
Virginia
$35.1K -$3.22K -33 -8%
CA
368
Crewe Advisors
Utah
$33K +$35.2K +361 New
SVWA
369
Sarver Vrooman Wealth Advisors
Missouri
$29.6K +$31.5K +323 New
WIM
370
Westside Investment Management
California
$27.8K -$90K -923 -75%
OC
371
Oakworth Capital
Alabama
$26.4K
BA
372
Bellwether Advisors
Nebraska
$26.2K
CAL
373
Capital Advisors Ltd
Ohio
$25K
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$24.2K +$16.4K +168 +175%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$23.9K +$25.4K +261 New

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.