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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
Bessemer Group
376
Bessemer Group
New Jersey
$49K
Russell Investments Group
377
Russell Investments Group
United Kingdom
$47.5K +$2.27K +22 +5%
CT
378
Clearstead Trust
Maine
$46.1K +$6.4K +62 +16%
CIA
379
Cape Investment Advisory
Georgia
$45.8K
VNA
380
Valley National Advisers
Pennsylvania
$43K -$2.58K -25 -6%
OC
381
Optima Capital
Oregon
$36.6K +$36.8K +357 New
SWM
382
SHP Wealth Management
Massachusetts
$33.2K +$33.4K +324 New
WIM
383
Westside Investment Management
California
$31.2K
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$31K +$15.1K +146 +94%
CAL
385
Capital Advisors Ltd
Ohio
$28K
FFL
386
Financial Freedom LLC
Ohio
$27.3K -$209K -2,028 -88%
LFG
387
Larson Financial Group
Missouri
$25.8K
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$25.1K -$96.6K -936 -79%
LI
389
LRI Investments
Florida
$21.4K
TLA
390
Tanglewood Legacy Advisors
Texas
$20.5K
TFGT
391
TS Financial Group (TSFG)
Illinois
$20K
FHC
392
First Horizon Corporation
Tennessee
$19.5K +$19.6K +190 New
FHA
393
Flagship Harbor Advisors
Massachusetts
$17.9K +$17.9K +174 New
CJ
394
Caitlin John
Michigan
$17.5K
CA
395
CoreCap Advisors
Michigan
$16.2K +$1.86K +18 +13%
AA
396
Ancora Advisors
Ohio
$15.1K
AssetMark Inc
397
AssetMark Inc
California
$14.6K -$825 -8 -5%
NS
398
NBC Securities
Alabama
$11.9K -$33.7K -327 -74%
GEA
399
Glen Eagle Advisors
New Jersey
$11.3K
GT
400
Glenmede Trust
Pennsylvania
$10.2K +$10.3K +100 New