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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
51
First International Bank & Trust
North Dakota
$11M +$11.7M +120,499 New
HAIM
52
Hunter Associates Investment Management
Pennsylvania
$10.8M +$2.22M +22,730 +24%
SFS
53
Sowell Financial Services
Arkansas
$10.7M -$653K -6,701 -5%
SWA
54
Sax Wealth Advisors
New Jersey
$10.7M +$1.74M +17,853 +18%
MFS
55
Madrona Financial Services
Washington
$10.3M +$6.08M +62,394 +125%
TFS
56
Thoroughbred Financial Services
Tennessee
$10.1M +$1.73M +17,703 +19%
FTS
57
Fifth Third Securities
Ohio
$10.1M +$271K +2,784 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$9.85M -$796K -8,166 -7%
EW
59
Enzi Wealth
Texas
$9.7M +$627K +6,433 +6%
ACP
60
Aveo Capital Partners
Colorado
$9.67M +$934K +9,587 +10%
SMC
61
Smith, Moore & Co
Missouri
$9.51M +$399K +4,098 +4%
CPL
62
Corecam Pte Ltd
$9.32M +$2.79M +28,660 +39%
BCI
63
Brinker Capital Investments
Pennsylvania
$9.24M +$369K +3,787 +4%
OPS
64
Orion Portfolio Solutions
Nebraska
$9.24M +$369K +3,787 +4%
NW
65
NewEdge Wealth
Pennsylvania
$9.21M +$1.1M +11,269 +13%
SWAG
66
Spectrum Wealth Advisory Group
California
$9.18M -$2.28M -23,386 -19%
TFP
67
Traction Financial Partners
Wyoming
$9.11M +$8.31M +85,234 +594%
WWA
68
WCG Wealth Advisors
Nevada
$9.08M +$420K +4,312 +5%
NIA
69
NBZ Investment Advisors
Tennessee
$8.87M +$2.01M +20,578 +27%
MFG
70
Merit Financial Group
Georgia
$8.68M +$801K +8,214 +9%
PIWA
71
Prevail Innovative Wealth Advisors
Kansas
$8.66M +$2.35M +24,070 +34%
SO
72
Sierra Ocean
California
$8.64M +$839K +8,604 +10%
CCG
73
Cypress Capital Group
Florida
$8.28M +$2.8M +28,730 +47%
AWG
74
Altus Wealth Group
Colorado
$8.17M +$3.52M +36,076 +68%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.09M +$919K +9,434 +12%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.