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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
MWM
426
Maripau Wealth Management
Indiana
-$349K -3,548 Closed
Bank Julius Baer & Co
427
Bank Julius Baer & Co
Switzerland
-$344K -3,163 Closed
AA
428
Armis Advisers
Georgia
-$309K -3,143 Closed
SG
429
StoneX Group
New York
-$303K -3,076 Closed
PBO
430
Peoples Bank (Ohio)
Ohio
-$234K -2,379 Closed
Cerity Partners
431
Cerity Partners
New York
-$243K -2,368 Closed
CWM
432
Chemistry Wealth Management
New York
-$211K -2,146 Closed
CC
433
Capstone Capital
Nevada
-$210K -2,130 Closed
CWS
434
Confluence Wealth Services
Pennsylvania
-$221K -2,122 Closed
MCM
435
MidAtlantic Capital Management
Virginia
-$74.1K -753 Closed
Simplex Trading
436
Simplex Trading
Illinois
-$53.1K -545 -100%
MSWA
437
Marshall & Sterling Wealth Advisors
New York
-$25.9K -264 Closed
FWM
438
FLP Wealth Management
Arkansas
-$24.2K -246 Closed
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
-$20.7K -210 Closed
APCM
440
Alaska Permanent Capital Management
Alaska
-$19.5K -198 Closed
CJ
441
Caitlin John
Michigan
-$16.8K -171 Closed
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
-$13.5K -137 Closed
CAM
443
Costello Asset Management
Pennsylvania
-$11.8K -120 Closed
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
-$9.16K -93 Closed
AIM
445
Anchor Investment Management
South Carolina
-$4.43K -45 Closed
NWWA
446
New Wave Wealth Advisors
Arkansas
-$2.95K -30 Closed
SFC
447
SYM Financial Corp
Indiana
-$2.27K -23 Closed
AWM
448
Abound Wealth Management
Tennessee
-$1.03K -10 Closed
KIM
449
Kestra Investment Management
Texas
-$788 -8 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.