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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

387 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
Holders
387
Holders Change
-8
Holders Change %
-2.03%
% of All Funds
5.19%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
36
Increased
148
Reduced
169
Closed
40
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$1.97M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$78.7M
3
AUB
Atlantic Union Bankshares
Virginia
$19.6M
4
Wells Fargo
Wells Fargo
California
$55.3M
5
TCOT
Trust Company of Toledo
Ohio
$15.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$43.8M
2
BEI
Benjamin Edwards Inc
Missouri
$728K
3
AAS
Annex Advisory Services
Wisconsin
$671K
4
EDRH
Edmond de Rothschild Holding
Switzerland
$0
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
51
Bleakley Financial Group
New Jersey
$11.4M +$4.05M +41,194 +55%
FIBT
52
First International Bank & Trust
North Dakota
$11.3M -$580K -5,901 -5%
SFS
53
Sowell Financial Services
Arkansas
$11M -$409K -4,167 -4%
WWA
54
WCG Wealth Advisors
Nevada
$10.6M +$887K +9,032 +9%
FTS
55
Fifth Third Securities
Ohio
$10.6M -$232K -2,364 -2%
EW
56
Enzi Wealth
Texas
$10.6M +$61.8K +621 +0.6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10.5M -$19.9K -203 -0.2%
SMC
58
Smith, Moore & Co
Missouri
$10.5M +$303K +3,086 +3%
BCI
59
Brinker Capital Investments
Pennsylvania
$9.98M +$56K +570 +0.6%
OBWG
60
Onyx Bridge Wealth Group
New York
$9.94M +$5.52M +56,198 +125%
NIA
61
NBZ Investment Advisors
Tennessee
$9.84M +$312K +3,173 +3%
NW
62
NewEdge Wealth
Pennsylvania
$9.58M -$529K -5,271 -5%
TFP
63
Traction Financial Partners
Wyoming
$9.53M -$254K -2,590 -3%
TFS
64
Thoroughbred Financial Services
Tennessee
$9.5M -$1.33M -13,582 -12%
MFG
65
Merit Financial Group
Georgia
$9.03M -$281K -2,856 -3%
SO
66
Sierra Ocean
California
$8.97M -$307K -3,124 -3%
AWG
67
Altus Wealth Group
Colorado
$8.83M +$63.7K +648 +0.7%
MWM
68
Modern Wealth Management
Kansas
$8.67M +$259K +2,633 +3%
WMG
69
WESCAP Management Group
California
$8.54M +$7.14M +72,663 +509%
AWS
70
Atria Wealth Solutions
New York
$8.15M -$6.77M -68,802 -45%
DC
71
Dahring Cusmano
Michigan
$8.12M +$249K +2,530 +3%
CWP
72
Concord Wealth Partners
Virginia
$7.89M -$95.1K -968 -1%
CAMV
73
Concord Asset Management (Virginia)
Virginia
$7.89M +$137K +1,399 +2%
PWP
74
Precedent Wealth Partners
Texas
$7.74M +$555K +5,649 +8%
MOS
75
MGO One Seven
Ohio
$7.3M -$893K -9,091 -11%
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