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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$25M -$1.98M -19,192 -7%
AUB
27
Atlantic Union Bankshares
Virginia
$23.7M +$2.69M +26,165 +13%
PAG
28
Private Advisor Group
New Jersey
$20.6M +$1.27M +12,357 +7%
UBS Group
29
UBS Group
Switzerland
$19.7M -$2.37M -22,984 -11%
KAS
30
KPP Advisory Services
Kentucky
$19.6M -$170K -1,649 -0.9%
MML Investors Services
31
MML Investors Services
Massachusetts
$19.2M -$17M -165,430 -47%
TCOT
32
Trust Company of Toledo
Ohio
$18.3M +$1.49M +14,510 +9%
WAM
33
WFA Asset Management
Wisconsin
$17.5M +$3.02M +29,321 +21%
FIA
34
Foundations Investment Advisors
Arizona
$17.3M -$457K -4,443 -3%
SWA
35
Sax Wealth Advisors
New Jersey
$17.2M +$1.45M +14,046 +9%
EH
36
Equitable Holdings
New York
$17M +$601K +5,840 +4%
KAS
37
Kestra Advisory Services
Texas
$16.3M -$550K -5,343 -3%
HAIM
38
Hunter Associates Investment Management
Pennsylvania
$15.8M +$1.13M +10,974 +8%
KPWS
39
Kestra Private Wealth Services
Texas
$15.5M +$431K +4,189 +3%
FIC
40
Family Investment Center
Missouri
$14.8M +$207K +2,015 +1%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$14.4M +$1.22M +11,857 +9%
NRI
42
NFP Retirement Inc
California
$14.4M +$801K +7,783 +6%
MTWM
43
Masso Torrence Wealth Management
New Jersey
$14.2M +$134K +1,298 +1%
BFG
44
Bleakley Financial Group
New Jersey
$13.8M +$1.6M +15,593 +13%
SWP
45
Stratos Wealth Partners
Ohio
$13.1M -$3.26M -31,649 -20%
WWA
46
WCG Wealth Advisors
Nevada
$13M +$1.62M +15,728 +15%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$12.5M +$10.9M +106,081 +837%
MFS
48
Madrona Financial Services
Washington
$12.4M +$166K +1,610 +1%
SFS
49
Sowell Financial Services
Arkansas
$12M +$205K +1,996 +2%
FIBT
50
First International Bank & Trust
North Dakota
$11.9M -$159K -1,540 -1%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.