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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Virtue Capital Management
Tennessee
-$3.11M -33,946 Closed
PFA
402
Peak Financial Advisors
Colorado
-$2.71M -29,584 Closed
WAG
403
Wiser Advisor Group
Arizona
-$2.02M -22,041 Closed
D.E. Shaw & Co
404
D.E. Shaw & Co
New York
-$1.46M -15,923 Closed
FFS
405
Founders Financial Securities
Maryland
-$1.2M -13,026 Closed
HF
406
HRT Financial
New York
-$1.17M -12,803 Closed
SSWM
407
Sheets Smith Wealth Management
North Carolina
-$1.04M -11,400 Closed
SIM
408
Synergy Investment Management
Florida
-$996K -10,887 Closed
LWMI
409
Landmark Wealth Management (Illinois)
Illinois
-$836K -9,135 Closed
HWM
410
HB Wealth Management
Georgia
-$695K -7,596 Closed
WWP
411
Wise Wealth Partners
Arizona
-$693K -7,568 Closed
TI
412
TrueMark Investments
Illinois
-$528K -5,766 Closed
AFO
413
Allie Family Office
Florida
-$480K -5,244 Closed
Bank of New York Mellon
414
Bank of New York Mellon
New York
-$468K -5,116 Closed
CCM
415
Crew Capital Management
Ohio
-$423K -4,618 Closed
MFWP
416
Mosaic Family Wealth Partners
Missouri
-$273K -2,978 Closed
AFA
417
Alpha Financial Advisors
North Carolina
-$269K -2,934 Closed
SB
418
Strategic Blueprint
Georgia
-$261K -2,846 Closed
KIM
419
Kane Investment Management
California
-$244K -2,671 Closed
HSBC Holdings
420
HSBC Holdings
United Kingdom
-$240K -2,619 Closed
GGS
421
Galvin Gaustad & Stein
Arizona
-$229K -2,500 Closed
OA
422
Operose Advisors
Wisconsin
-$153K -1,675 Closed
Belvedere Trading
423
Belvedere Trading
Illinois
-$128K -1,400 Closed
EWA
424
EverSource Wealth Advisors
Alabama
-$122K -1,336 Closed
CCM
425
Coldstream Capital Management
Washington
-$71.7K -783 Closed

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.