XMHQ icon

Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Shares
Change %
TC
26
Trilogy Capital
California
$31M -$16.4M -178,691 -35%
FFN
27
Focus Financial Network
Minnesota
$27.7M +$1.89M +20,677 +7%
CAG
28
Crestwood Advisors Group
Massachusetts
$27.2M +$27.2M +297,511 New
AAS
29
Avantax Advisory Services
Texas
$27.1M -$1.05M -11,440 -4%
TA
30
TruWealth Advisors
Louisiana
$26.6M +$8.33M +90,986 +46%
UB
31
UMB Bank
Missouri
$26.5M +$16.1M +176,416 +156%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$25.9M +$184K +2,009 +0.7%
NA
33
NewEdge Advisors
Louisiana
$25M +$12.5M +136,833 +100%
PAG
34
Private Advisor Group
New Jersey
$23.5M -$1.54M -16,800 -6%
KPWS
35
Kestra Private Wealth Services
Texas
$21.2M +$1.86M +20,334 +10%
UBS Group
36
UBS Group
Switzerland
$19.1M -$6.81M -74,384 -26%
AWC
37
Adamsbrown Wealth Consultants
Kansas
$18.3M +$3.9M +42,558 +27%
KAS
38
KPP Advisory Services
Kentucky
$17.6M +$938K +10,252 +6%
EH
39
Equitable Holdings
New York
$17.1M -$4.08M -44,535 -19%
FIA
40
Foundations Investment Advisors
Arizona
$16.1M +$15.8M +172,754 +5,519%
HCM
41
Hengehold Capital Management
Ohio
$16M -$3.75K -41 -0%
KAS
42
Kestra Advisory Services
Texas
$15.8M -$1.63M -17,848 -9%
GLA
43
Good Life Advisors
Pennsylvania
$15.5M +$983K +10,743 +7%
SSB
44
Sandy Spring Bank
Maryland
$14.3M +$7.86M +85,901 +122%
AWS
45
Atria Wealth Solutions
New York
$13.9M -$667K -7,291 -5%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$13.5M +$393K +4,295 +3%
FIC
47
Family Investment Center
Missouri
$12.4M -$7.72M -84,372 -38%
MTWM
48
Masso Torrence Wealth Management
New Jersey
$11.8M +$614K +6,705 +5%
NRI
49
NFP Retirement Inc
California
$11.4M +$713K +7,795 +7%
SWP
50
Stratos Wealth Partners
Ohio
$11.1M +$2M +21,904 +22%