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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
51
HighPoint Advisor Group
Illinois
$12.3M +$12.4M +120,231 New
SFS
52
Sowell Financial Services
Arkansas
$12.2M +$481K +4,662 +4%
TFP
53
Traction Financial Partners
Wyoming
$12M +$681K +6,597 +6%
BCI
54
Brinker Capital Investments
Pennsylvania
$11.6M +$574K +5,563 +5%
MFG
55
Merit Financial Group
Georgia
$10.8M +$1.55M +15,000 +17%
WMG
56
WESCAP Management Group
California
$10.3M +$1.09M +10,595 +12%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$10.2M +$125K +1,207 +1%
CD
58
Capital Developers
North Carolina
$10M +$10.1M +97,624 New
OA
59
Oasis Advisors
Iowa
$9.99M +$10.1M +97,525 New
PIWA
60
Prevail Innovative Wealth Advisors
Kansas
$9.79M +$2.33M +22,589 +31%
PWP
61
Precedent Wealth Partners
Texas
$9.76M +$531K +5,144 +6%
WETS
62
Wealth Enhancement Trust Services
South Dakota
$9.34M +$9.41M +91,198 New
TFS
63
Thoroughbred Financial Services
Tennessee
$9.34M -$433K -4,201 -4%
DC
64
Dahring Cusmano
Michigan
$9.19M +$308K +2,985 +3%
AWG
65
Altus Wealth Group
Colorado
$9.04M +$183K +1,774 +2%
MWM
66
Modern Wealth Management
Kansas
$8.9M +$2.17K +21 +0%
FTS
67
Fifth Third Securities
Ohio
$8.7M -$2.21M -21,451 -20%
CWP
68
Concord Wealth Partners
Virginia
$8.7M +$385K +3,736 +5%
WF
69
Willow Financial
Arkansas
$8.49M +$8.55M +82,895 New
LSWP
70
Liberty Square Wealth Partners
Pennsylvania
$8.45M +$2.23M +21,653 +36%
CWM
71
Cornerstone Wealth Management
Missouri
$8.41M +$1M +9,709 +13%
CAMV
72
Concord Asset Management (Virginia)
Virginia
$8.4M +$282K +2,732 +3%
CWP
73
Clark Wealth Partners
Illinois
$8.17M
NW
74
NewEdge Wealth
Pennsylvania
$8.15M -$417K -4,039 -5%
TPA
75
Trivium Point Advisory
Connecticut
$8.11M +$73.2K +710 +0.9%