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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
AssetMark Inc
376
AssetMark Inc
California
$15.7K -$4.01K -39 -21%
AA
377
Ancora Advisors
Ohio
$15.4K
CA
378
CoreCap Advisors
Michigan
$14.7K +$14.4K +140 New
SIC
379
Salem Investment Counselors
North Carolina
$14.3K
SIS
380
Sound Income Strategies
Florida
$13.6K
AFWM
381
Abich Financial Wealth Management
Virginia
$12.6K +$12.4K +120 New
GEA
382
Glen Eagle Advisors
New Jersey
$11.5K
SIC
383
SJS Investment Consulting
Ohio
$11.3K +$11.1K +108 New
CI
384
CX Institutional
Indiana
$9K
AAG
385
Armstrong Advisory Group
Massachusetts
$7.31K
CVM
386
Cheviot Value Management
California
$7.14K
S
387
SignatureFD
Georgia
$5.88K
WWMSC
388
Wagner Wealth Management (South Carolina)
South Carolina
$5.77K
WAS
389
Winch Advisory Services
Wisconsin
$5.67K -$1.03K -10 -16%
SAM
390
Smartleaf Asset Management
Massachusetts
$3.89K
NWMP
391
Noble Wealth Management PBC
Colorado
$3.88K +$3.81K +37 New
Citigroup
392
Citigroup
New York
$3.78K +$3.71K +36 New
FWP
393
FAS Wealth Partners
Kansas
$3.15K +$2.47K +24 +400%
RF
394
Roxbury Financial
New Jersey
$1.05K -$219K -2,129 -100%
AIM
395
Anchor Investment Management
South Carolina
$315
Thrivent Financial for Lutherans
396
Thrivent Financial for Lutherans
Minnesota
-$59.4M -604,422 Closed
SO
397
Sierra Ocean
California
-$8.97M -91,276 Closed
MWM
398
Meridian Wealth Management
Kentucky
-$5.7M -58,002 Closed
Goldman Sachs
399
Goldman Sachs
New York
-$5.46M -55,577 Closed
Citadel Advisors
400
Citadel Advisors
Florida
-$3.95M -38,401 Closed

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.