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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$26.1M -$4.9M -47,508 -16%
AUB
27
Atlantic Union Bankshares
Virginia
$25.7M +$2.61M +25,317 +11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$25.4M +$980K +9,502 +4%
PAG
29
Private Advisor Group
New Jersey
$23.5M +$3.43M +33,215 +17%
SWA
30
Sax Wealth Advisors
New Jersey
$19.6M +$2.87M +27,828 +17%
KAS
31
KPP Advisory Services
Kentucky
$19.4M +$314K +3,041 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$19M +$259K +2,511 +1%
BWAM
33
Blue Water Asset Management
Michigan
$19M +$19.1M +185,326 New
KAS
34
Kestra Advisory Services
Texas
$18.6M +$2.73M +26,440 +17%
TCOT
35
Trust Company of Toledo
Ohio
$18.5M +$648K +6,279 +4%
UBS Group
36
UBS Group
Switzerland
$18.5M -$754K -7,313 -4%
FIA
37
Foundations Investment Advisors
Arizona
$16.7M -$111K -1,075 -0.7%
EFG
38
Everest Financial Group
Minnesota
$16.6M +$16.7M +161,743 New
HAIM
39
Hunter Associates Investment Management
Pennsylvania
$16.5M +$1.1M +10,637 +7%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$14.8M +$685K +6,640 +5%
FIC
41
Family Investment Center
Missouri
$14.6M +$118K +1,147 +0.8%
NRI
42
NFP Retirement Inc
California
$14.5M +$504K +4,888 +4%
FFA
43
Farther Finance Advisors
California
$14.3M +$14M +135,249 +2,938%
WWA
44
WCG Wealth Advisors
Nevada
$14.3M +$1.63M +15,817 +13%
EH
45
Equitable Holdings
New York
$14.3M -$2.36M -22,860 -14%
BFG
46
Bleakley Financial Group
New Jersey
$13.8M +$351K +3,404 +3%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$1.5M +14,502 +12%
CPL
48
Corecam Pte Ltd
$13.3M +$2.38M +23,100 +22%
NIA
49
NBZ Investment Advisors
Tennessee
$12.6M +$1.12M +10,896 +10%
MFS
50
Madrona Financial Services
Washington
$12.3M +$286K +2,770 +2%