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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
B
401
Bensler
Washington
-$16.6M -168,696 Closed
PPW
402
Pasadena Private Wealth
California
-$8.01M -81,301 Closed
CFGS
403
Concourse Financial Group Securities
Alabama
-$8M -77,022 Closed
BWA
404
Boulder Wealth Advisors
Colorado
-$7.47M -75,873 Closed
ACA
405
Aspire Capital Advisors
Washington
-$5.01M -50,917 Closed
Bank of Montreal
406
Bank of Montreal
Ontario, Canada
-$4.84M -49,172 Closed
TAM
407
Titleist Asset Management
Texas
-$4.08M -41,451 Closed
PFS
408
Prospera Financial Services
Texas
-$2.64M -26,801 Closed
FCM
409
Firestone Capital Management
Florida
-$2.09M -21,255 Closed
OC
410
Optima Capital
Oregon
-$2.07M -20,975 Closed
Renaissance Technologies
411
Renaissance Technologies
New York
-$1.94M -19,700 Closed
BAM
412
Belpointe Asset Management
Nevada
-$1.88M -18,604 Closed
FCA
413
Fortis Capital Advisors
Kansas
-$1.88M -18,604 Closed
SL
414
SWMG LLC
Texas
-$1.75M -16,889 Closed
EFA
415
Edge Financial Advisors
Illinois
-$1.56M -15,852 Closed
IA
416
Integrity Alliance
Iowa
-$1.42M -14,444 Closed
BWG
417
Beta Wealth Group
California
-$1.12M -11,354 Closed
RFA
418
Rollins Financial Advisors
New York
-$902K -9,162 Closed
TF
419
Trek Financial
Arizona
-$744K -7,551 Closed
WB
420
WesBanco Bank
West Virginia
-$683K -6,935 Closed
FGA
421
Fortis Group Advisors
New Jersey
-$550K -5,585 Closed
CIA
422
Compass Ion Advisors
Pennsylvania
-$463K -4,698 Closed
DADC
423
D.A. Davidson & Co
Montana
-$397K -4,031 Closed
Millennium Management
424
Millennium Management
New York
-$387K -3,929 Closed
SAW
425
Signal Advisors Wealth
Michigan
-$355K -3,602 Closed

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.