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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
TC
26
Trilogy Capital
California
$31M -$17.4M -178,691 -35%
FFN
27
Focus Financial Network
Minnesota
$27.7M +$2.02M +20,677 +7%
CAG
28
Crestwood Advisors Group
Massachusetts
$27.2M +$29M +297,511 New
AAS
29
Avantax Advisory Services
Texas
$27.1M -$1.11M -11,440 -4%
TA
30
TruWealth Advisors
Louisiana
$26.6M +$8.87M +90,986 +46%
UB
31
UMB Bank
Missouri
$26.5M +$17.2M +176,416 +156%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$25.9M +$196K +2,009 +0.7%
NA
33
NewEdge Advisors
Louisiana
$25M +$13.3M +136,833 +100%
PAG
34
Private Advisor Group
New Jersey
$23.5M -$1.64M -16,800 -6%
KPWS
35
Kestra Private Wealth Services
Texas
$21.2M +$1.98M +20,334 +10%
UBS Group
36
UBS Group
Switzerland
$19.1M -$7.25M -74,384 -26%
AWC
37
Adamsbrown Wealth Consultants
Kansas
$18.3M +$4.15M +42,558 +27%
KAS
38
KPP Advisory Services
Kentucky
$17.6M +$999K +10,252 +6%
EH
39
Equitable Holdings
New York
$17.1M -$4.34M -44,535 -19%
FIA
40
Foundations Investment Advisors
Arizona
$16.1M +$16.8M +172,754 +5,519%
HCM
41
Hengehold Capital Management
Ohio
$16M -$4K -41 -0%
KAS
42
Kestra Advisory Services
Texas
$15.8M -$1.74M -17,848 -9%
GLA
43
Good Life Advisors
Pennsylvania
$15.5M +$1.05M +10,743 +7%
SSB
44
Sandy Spring Bank
Maryland
$14.3M +$8.37M +85,901 +122%
AWS
45
Atria Wealth Solutions
New York
$13.9M -$711K -7,291 -5%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$13.5M +$419K +4,295 +3%
FIC
47
Family Investment Center
Missouri
$12.4M -$8.22M -84,372 -38%
MTWM
48
Masso Torrence Wealth Management
New Jersey
$11.8M +$653K +6,705 +5%
NRI
49
NFP Retirement Inc
California
$11.4M +$760K +7,795 +7%
SWP
50
Stratos Wealth Partners
Ohio
$11.1M +$2.13M +21,904 +22%

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.