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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
CIA
351
Compass Ion Advisors
Pennsylvania
$204K +$413 +4 +0.2%
Goldman Sachs
352
Goldman Sachs
New York
$204K +$205K +1,988 New
AFO
353
Allie Family Office
Florida
$203K -$206 -2 -0.1%
PTC
354
Private Trust Company
Ohio
$201K -$3.3K -32 -2%
US Bancorp
355
US Bancorp
Minnesota
$165K -$120K -1,165 -42%
RMP
356
Richards, Merrill & Peterson
Washington
$164K
AF
357
Advisornet Financial
Minnesota
$158K +$309 +3 +0.2%
CAL
358
Capital Analysts LLC
Pennsylvania
$148K
GWSG
359
GPS Wealth Strategies Group
Colorado
$131K -$2.01M -19,471 -94%
PB
360
Pinnacle Bancorp
Nebraska
$128K
BWL
361
Bogart Wealth LLC
Virginia
$118K
AF
362
Allworth Financial
California
$118K -$206 -2 -0.2%
SVWA
363
Sarver Vrooman Wealth Advisors
Missouri
$109K +$72.8K +706 +196%
HFS
364
Hughes Financial Services
Virginia
$109K
MAS
365
MPWM Advisory Solutions
Georgia
$106K
GAFA
366
Garton & Associates Financial Advisors
Kentucky
$104K +$105K +1,018 New
DF
367
Dunhill Financial
United Kingdom
$96.7K +$97.4K +944 New
HWA
368
HHM Wealth Advisors
Tennessee
$81.6K -$4.02K -39 -5%
FGAM
369
Financial Gravity Asset Management
Texas
$79.9K
MCM
370
MidAtlantic Capital Management
Virginia
$77.1K +$77.7K +753 New
RFP
371
Root Financial Partners
California
$76.6K +$41.8K +405 +118%
FNWA
372
Financial Network Wealth Advisors
Utah
$70K
MEG
373
Millstone Evans Group
Colorado
$60.8K +$61.3K +594 New
IAIM
374
International Assets Investment Management
Florida
$57.3K +$57.7K +559 New
HBW
375
Hazlett, Burt & Watson
West Virginia
$53K +$27.1K +263 +102%