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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
51
NBZ Investment Advisors
Tennessee
$11.7M +$1.2M +11,642 +12%
TFP
52
Traction Financial Partners
Wyoming
$11.6M +$1.42M +13,824 +14%
SMC
53
Smith, Moore & Co
Missouri
$11.3M +$111K +1,077 +1%
BCI
54
Brinker Capital Investments
Pennsylvania
$11.3M +$609K +5,921 +6%
FTS
55
Fifth Third Securities
Ohio
$11.2M -$134K -1,298 -1%
CPL
56
Corecam Pte Ltd
$11.2M +$766K +7,440 +8%
EW
57
Enzi Wealth
Texas
$11.1M +$65.9K +640 +0.6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$10.3M -$926K -9,000 -8%
TFS
59
Thoroughbred Financial Services
Tennessee
$10M -$137K -1,334 -1%
MFG
60
Merit Financial Group
Georgia
$9.53M -$120K -1,163 -1%
WMG
61
WESCAP Management Group
California
$9.47M +$341K +3,311 +4%
PWP
62
Precedent Wealth Partners
Texas
$9.46M +$1.17M +11,392 +14%
ET
63
Equitable Trust
Tennessee
$9.28M +$9.1M +88,446 New
MWM
64
Modern Wealth Management
Kansas
$9.11M +$107K +1,041 +1%
DC
65
Dahring Cusmano
Michigan
$9.11M +$421K +4,089 +5%
AWG
66
Altus Wealth Group
Colorado
$9.08M -$350K -3,403 -4%
NW
67
NewEdge Wealth
Pennsylvania
$8.6M -$1.21M -11,795 -12%
CWP
68
Concord Wealth Partners
Virginia
$8.52M +$84.7K +823 +1%
CAMV
69
Concord Asset Management (Virginia)
Virginia
$8.33M -$106K -1,033 -1%
TPA
70
Trivium Point Advisory
Connecticut
$8.24M +$472K +4,583 +6%
CWP
71
Clark Wealth Partners
Illinois
$8.17M +$3.78M +36,755 +85%
PIWA
72
Prevail Innovative Wealth Advisors
Kansas
$7.67M +$1.01M +9,852 +16%
AWM
73
Atticus Wealth Management
Florida
$7.65M -$24.5K -238 -0.3%
CWM
74
Cornerstone Wealth Management
Missouri
$7.6M +$253K +2,457 +4%
IWM
75
IHT Wealth Management
Illinois
$7.57M +$280K +2,721 +4%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.