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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.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

21% less capital invested

Capital invested by funds: $4.5B → $3.58B (-$926M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$632K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
Trilogy Capital
California
$31M
FFN
27
Focus Financial Network
Minnesota
$27.7M
CAG
28
Crestwood Advisors Group
Massachusetts
$27.2M
AAS
29
Avantax Advisory Services
Texas
$27.1M
TA
30
TruWealth Advisors
Louisiana
$26.6M
UB
31
UMB Bank
Missouri
$26.5M
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$25.9M
NA
33
NewEdge Advisors
Louisiana
$25M
PAG
34
Private Advisor Group
New Jersey
$23.5M
KPWS
35
Kestra Private Wealth Services
Texas
$21.2M
UBS Group
36
UBS Group
Switzerland
$19.1M
AWC
37
Adamsbrown Wealth Consultants
Kansas
$18.3M
KAS
38
KPP Advisory Services
Kentucky
$17.6M
EH
39
Equitable Holdings
New York
$17.1M
FIA
40
Foundations Investment Advisors
Arizona
$16.1M
HCM
41
Hengehold Capital Management
Ohio
$16M
KAS
42
Kestra Advisory Services
Texas
$15.8M
GLA
43
Good Life Advisors
Pennsylvania
$15.5M
SSB
44
Sandy Spring Bank
Maryland
$14.3M
AWS
45
Atria Wealth Solutions
New York
$13.9M
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$13.5M
FIC
47
Family Investment Center
Missouri
$12.4M
MTWM
48
Masso Torrence Wealth Management
New Jersey
$11.8M
NRI
49
NFP Retirement Inc
California
$11.4M
SWP
50
Stratos Wealth Partners
Ohio
$11.1M