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Invesco S&P MidCap Quality ETF

423 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

1% more funds holding

Funds holding: 420423 (+3)

0.19% more ownership

Funds ownership: 66.44%66.63% (+0.19%)

0% less capital invested

Capital invested by funds: $3.36B → $3.36B (-$5.88M)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
5.21%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
43
Increased
157
Reduced
167
Closed
31
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$25.5M +$1.78M +16,753 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$25M -$669K -6,303 -3%
TC
28
Trilogy Capital
California
$21.4M -$11.1M -104,167 -33%
BWAM
29
Blue Water Asset Management
Michigan
$20.1M +$1.01M +9,517 +5%
LWP
30
LeClair Wealth Partners
Ohio
$20.1M +$20.7M +194,843 New
KAS
31
Kestra Advisory Services
Texas
$19.8M +$1.05M +9,905 +5%
IAA
32
Independent Advisor Alliance
North Carolina
$19.6M +$17.9M +168,382 +805%
SWA
33
Sax Wealth Advisors
New Jersey
$19.5M -$124K -1,166 -0.6%
KAS
34
KPP Advisory Services
Kentucky
$19M -$632K -5,960 -3%
TCOT
35
Trust Company of Toledo
Ohio
$18.7M -$36.4K -343 -0.2%
UBS Group
36
UBS Group
Switzerland
$18.6M -$117K -1,107 -0.6%
HAIM
37
Hunter Associates Investment Management
Pennsylvania
$17.6M +$974K +9,183 +6%
Stifel Financial
38
Stifel Financial
Missouri
$16.4M -$29.9M -282,268 -64%
EFG
39
Everest Financial Group
Minnesota
$16.1M -$591K -5,574 -3%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$15.8M +$877K +8,270 +6%
NRI
41
NFP Retirement Inc
California
$15.5M +$804K +7,583 +5%
WWA
42
WCG Wealth Advisors
Nevada
$14.9M +$505K +4,757 +3%
PWA
43
PCG Wealth Advisors
Kansas
$14.6M +$8.78M +82,758 +142%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$14.6M +$798K +7,525 +6%
BFG
45
Bleakley Financial Group
New Jersey
$14.2M +$266K +2,506 +2%
NIA
46
NBZ Investment Advisors
Tennessee
$13.5M +$877K +8,266 +7%
CWM
47
Clearview Wealth Management
California
$13.3M +$13.7M +128,691 New
MFS
48
Madrona Financial Services
Washington
$13.1M +$712K +6,710 +6%
TFP
49
Traction Financial Partners
Wyoming
$13M +$893K +8,416 +7%
SFS
50
Sowell Financial Services
Arkansas
$12.8M +$478K +4,507 +4%

XMHQ Hedge Fund Activity: Q1 2026 in Review

423 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2026, worth a combined $3.36B — down 0.17% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new XMHQ positions and 31 closed out — a net gain of 12 holders — while 157 added to existing stakes and 167 trimmed.

The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $20.7M. The largest seller was Stifel Financial, cutting an estimated $29.9M.

  • 423 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2026, up from 420 in Q4 2025.
  • Funds reported $3.36B of Invesco S&P MidCap Quality ETF stock for Q1 2026, down 0.17% quarter-over-quarter.
  • 43 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2026 and 31 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2026 was LeClair Wealth Partners, an estimated $20.7M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2026 was Stifel Financial, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2026.