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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.33B invested in Invesco S&P MidCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 155 increasing their positions, 168 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $3.36B → $3.33B (-$27.8M)

8% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 168

Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$910K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$25M
TC
27
Trilogy Capital
California
$21.4M
BWAM
28
Blue Water Asset Management
Michigan
$20.1M
LWP
29
LeClair Wealth Partners
Ohio
$20.1M
KAS
30
Kestra Advisory Services
Texas
$19.8M
IAA
31
Independent Advisor Alliance
North Carolina
$19.6M
SWA
32
Sax Wealth Advisors
New Jersey
$19.5M
KAS
33
KPP Advisory Services
Kentucky
$19M
TCOT
34
Trust Company of Toledo
Ohio
$18.7M
UBS Group
35
UBS Group
Switzerland
$18.6M
HAIM
36
Hunter Associates Investment Management
Pennsylvania
$17.6M
Stifel Financial
37
Stifel Financial
Missouri
$16.4M
EFG
38
Everest Financial Group
Minnesota
$16.1M
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$15.8M
NA
40
NewEdge Advisors
Louisiana
$15.5M
NRI
41
NFP Retirement Inc
California
$15.5M
WWA
42
WCG Wealth Advisors
Nevada
$14.9M
PWA
43
PCG Wealth Advisors
Kansas
$14.6M
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$14.6M
BFG
45
Bleakley Financial Group
New Jersey
$14.2M
NIA
46
NBZ Investment Advisors
Tennessee
$13.5M
CWM
47
Clearview Wealth Management
California
$13.3M
MFS
48
Madrona Financial Services
Washington
$13.1M
TFP
49
Traction Financial Partners
Wyoming
$13M
SFS
50
Sowell Financial Services
Arkansas
$12.8M