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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Bleakley Financial Group
New Jersey
$11.4M +$3.89M +41,194 +55%
FIBT
52
First International Bank & Trust
North Dakota
$11.3M -$557K -5,901 -5%
SFS
53
Sowell Financial Services
Arkansas
$11M -$393K -4,167 -4%
WWA
54
WCG Wealth Advisors
Nevada
$10.6M +$853K +9,032 +9%
FTS
55
Fifth Third Securities
Ohio
$10.6M -$223K -2,364 -2%
EW
56
Enzi Wealth
Texas
$10.6M +$58.6K +621 +0.6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10.5M -$19.2K -203 -0.2%
SMC
58
Smith, Moore & Co
Missouri
$10.5M +$291K +3,086 +3%
BCI
59
Brinker Capital Investments
Pennsylvania
$9.98M +$53.8K +570 +0.6%
OBWG
60
Onyx Bridge Wealth Group
New York
$9.94M +$5.31M +56,198 +125%
NIA
61
NBZ Investment Advisors
Tennessee
$9.84M +$300K +3,173 +3%
CPL
62
Corecam Pte Ltd
$9.72M -$272K -2,880 -3%
NW
63
NewEdge Wealth
Pennsylvania
$9.58M -$498K -5,271 -5%
TFP
64
Traction Financial Partners
Wyoming
$9.53M -$245K -2,590 -3%
TFS
65
Thoroughbred Financial Services
Tennessee
$9.5M -$1.28M -13,582 -12%
MFG
66
Merit Financial Group
Georgia
$9.03M -$270K -2,856 -3%
SO
67
Sierra Ocean
California
$8.97M -$295K -3,124 -3%
AWG
68
Altus Wealth Group
Colorado
$8.83M +$61.2K +648 +0.7%
WMG
69
WESCAP Management Group
California
$8.54M +$6.86M +72,663 +509%
MWM
70
Modern Wealth Management
Kansas
$8.43M +$20.8K +220 +0.3%
AWS
71
Atria Wealth Solutions
New York
$8.15M -$6.5M -68,802 -45%
DC
72
Dahring Cusmano
Michigan
$8.12M +$239K +2,530 +3%
CWP
73
Concord Wealth Partners
Virginia
$7.89M -$91.4K -968 -1%
CAMV
74
Concord Asset Management (Virginia)
Virginia
$7.89M +$132K +1,399 +2%
PWP
75
Precedent Wealth Partners
Texas
$7.74M +$533K +5,649 +8%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.