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Invesco S&P MidCap Quality ETF

388 hedge funds and large institutions have $3.18B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 169 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 169

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
26
UMB Bank
Missouri
$26.6M
CAG
27
Crestwood Advisors Group
Massachusetts
$26.3M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.3M
AWC
29
Adamsbrown Wealth Consultants
Kansas
$22M
UBS Group
30
UBS Group
Switzerland
$20.7M
SWAG
31
Spectrum Wealth Advisory Group
California
$20.3M
SPWG
32
Syntegra Private Wealth Group
Missouri
$20.2M
AUB
33
Atlantic Union Bankshares
Virginia
$19.6M
KAS
34
KPP Advisory Services
Kentucky
$18.5M
PAG
35
Private Advisor Group
New Jersey
$18.1M
GLA
36
Good Life Advisors
Pennsylvania
$17.8M
FIA
37
Foundations Investment Advisors
Arizona
$16.6M
KAS
38
Kestra Advisory Services
Texas
$15.8M
TCOT
39
Trust Company of Toledo
Ohio
$15.7M
SWP
40
Stratos Wealth Partners
Ohio
$15.4M
EH
41
Equitable Holdings
New York
$15.4M
SWA
42
Sax Wealth Advisors
New Jersey
$14.7M
KPWS
43
Kestra Private Wealth Services
Texas
$14.1M
WAM
44
WFA Asset Management
Wisconsin
$13.8M
FIC
45
Family Investment Center
Missouri
$13.7M
HAIM
46
Hunter Associates Investment Management
Pennsylvania
$13.7M
MTWM
47
Masso Torrence Wealth Management
New Jersey
$13.2M
NRI
48
NFP Retirement Inc
California
$12.7M
GKWIM
49
Gerber Kawasaki Wealth & Investment Management
California
$12.4M
MFS
50
Madrona Financial Services
Washington
$11.4M