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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
26
UMB Bank
Missouri
$26.6M -$1.71M -18,162 -6%
CAG
27
Crestwood Advisors Group
Massachusetts
$26.3M -$2.77M -29,352 -10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.3M -$2.37M -25,128 -9%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$22M +$2.3M +24,356 +12%
UBS Group
30
UBS Group
Switzerland
$20.7M +$214K +2,271 +1%
SWAG
31
Spectrum Wealth Advisory Group
California
$20.3M +$10M +106,332 +106%
SPWG
32
Syntegra Private Wealth Group
Missouri
$20.2M -$41.1M -434,835 -68%
AUB
33
Atlantic Union Bankshares
Virginia
$19.6M +$18.8M +199,538 New
KAS
34
KPP Advisory Services
Kentucky
$18.5M -$400K -4,241 -2%
PAG
35
Private Advisor Group
New Jersey
$18.1M -$6.82M -72,277 -28%
GLA
36
Good Life Advisors
Pennsylvania
$17.8M +$1.13M +11,920 +7%
FIA
37
Foundations Investment Advisors
Arizona
$16.6M -$669K -7,082 -4%
KAS
38
Kestra Advisory Services
Texas
$15.8M -$1.1M -11,637 -7%
TCOT
39
Trust Company of Toledo
Ohio
$15.7M +$15.1M +160,283 New
SWP
40
Stratos Wealth Partners
Ohio
$15.4M +$3.31M +35,086 +29%
EH
41
Equitable Holdings
New York
$15.4M -$2.84M -30,099 -16%
SWA
42
Sax Wealth Advisors
New Jersey
$14.7M +$3.12M +33,056 +28%
KPWS
43
Kestra Private Wealth Services
Texas
$14.1M -$8.33M -88,211 -38%
WAM
44
WFA Asset Management
Wisconsin
$13.8M +$10.8M +114,824 +426%
FIC
45
Family Investment Center
Missouri
$13.7M +$379K +4,012 +3%
HAIM
46
Hunter Associates Investment Management
Pennsylvania
$13.7M +$2M +21,161 +18%
MTWM
47
Masso Torrence Wealth Management
New Jersey
$13.2M +$469K +4,967 +4%
NRI
48
NFP Retirement Inc
California
$12.7M +$401K +4,246 +3%
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$12.4M -$2.07M -21,920 -15%
MFS
50
Madrona Financial Services
Washington
$11.4M +$359K +3,802 +3%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.