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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

21% less capital invested

Capital invested by funds: $4.5B → $3.58B (-$926M)

32% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$632K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIBT
51
First International Bank & Trust
North Dakota
$11M
HAIM
52
Hunter Associates Investment Management
Pennsylvania
$10.8M
SFS
53
Sowell Financial Services
Arkansas
$10.7M
SWA
54
Sax Wealth Advisors
New Jersey
$10.7M
MFS
55
Madrona Financial Services
Washington
$10.3M
TFS
56
Thoroughbred Financial Services
Tennessee
$10.1M
FTS
57
Fifth Third Securities
Ohio
$10.1M
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$9.85M
EW
59
Enzi Wealth
Texas
$9.7M
ACP
60
Aveo Capital Partners
Colorado
$9.67M
SMC
61
Smith, Moore & Co
Missouri
$9.51M
OPS
62
Orion Portfolio Solutions
Nebraska
$9.24M
BCI
63
Brinker Capital Investments
Pennsylvania
$9.24M
NW
64
NewEdge Wealth
Pennsylvania
$9.21M
SWAG
65
Spectrum Wealth Advisory Group
California
$9.18M
TFP
66
Traction Financial Partners
Wyoming
$9.11M
WWA
67
WCG Wealth Advisors
Nevada
$9.08M
NIA
68
NBZ Investment Advisors
Tennessee
$8.87M
MFG
69
Merit Financial Group
Georgia
$8.68M
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$8.66M
SO
71
Sierra Ocean
California
$8.64M
CCG
72
Cypress Capital Group
Florida
$8.28M
AWG
73
Altus Wealth Group
Colorado
$8.17M
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.09M
LFAS
75
Level Four Advisory Services
Texas
$8.02M