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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
NWM
376
Nova Wealth Management
Florida
$21.4K -$9.16K -94 -29%
BlackRock
377
BlackRock
New York
$20.9K +$22.2K +228 New
LFG
378
Larson Financial Group
Missouri
$20K
AF
379
Allworth Financial
California
$18.8K +$15.5K +159 +346%
TLA
380
Tanglewood Legacy Advisors
Texas
$18.3K
PBK
381
Peoples Bank (Kansas)
Kansas
$18.2K
TFGT
382
TS Financial Group (TSFG)
Illinois
$18K
CFP
383
Comprehensive Financial Planning
Pennsylvania
$16.6K -$2.31M -23,710 -99%
TSMHT
384
Thurston Springer Miller Herd & Titak
Indiana
$15.6K
AA
385
Ancora Advisors
Ohio
$13.5K +$5.36K +55 +60%
SIC
386
Salem Investment Counselors
North Carolina
$12.4K
BCMLT
387
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K +$97 +1 +0.8%
CA
388
CoreCap Advisors
Michigan
$10.5K -$26.5K -272 -70%
GEA
389
Glen Eagle Advisors
New Jersey
$10.1K
SIS
390
Sound Income Strategies
Florida
$9.15K -$8.77K -90 -47%
AAG
391
Armstrong Advisory Group
Massachusetts
$6.83K
CVM
392
Cheviot Value Management
California
$6.44K +$6.63K +68 New
HBW
393
Hazlett, Burt & Watson
West Virginia
$6K +$6.92K +71 New
S
394
SignatureFD
Georgia
$5.13K
WWMSC
395
Wagner Wealth Management (South Carolina)
South Carolina
$5.03K
WAS
396
Winch Advisory Services
Wisconsin
$4.94K
TWC
397
TD Waterhouse Canada
Ontario, Canada
$4.6K -$7.26M -74,507 -100%
NWMP
398
Noble Wealth Management PBC
Colorado
$3.39K -$2.14K -22 -37%
SAM
399
Smartleaf Asset Management
Massachusetts
$3.39K
Russell Investments Group
400
Russell Investments Group
United Kingdom
$2.32K +$487 +5 +25%

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.