XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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.

Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K

Top Buyers

1
SG
1
Straightline Group
Michigan
$33.2M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$27.2M
3
UB
3
UMB Bank
Missouri
$26.5M
4
FIA
4
Foundations Investment Advisors
Arizona
$16.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.8M
2
SAF
2
Smith Anglin Financial
Texas
$1.25M
3
Ameriprise
3
Ameriprise
Minnesota
$125M
4
EB
4
Eastern Bank
Massachusetts
$5.06M
5
BWL
5
Bogart Wealth LLC
Virginia
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Modern Wealth Management
Kansas
$7.83M +$1.58M +17,262 +25%
MOS
77
MGO One Seven
Ohio
$7.63M -$1.32M -14,437 -15%
CWP
78
Concord Wealth Partners
Virginia
$7.44M +$2.48M +27,138 +50%
DC
79
Dahring Cusmano
Michigan
$7.34M +$476K +5,200 +7%
CAMV
80
Concord Asset Management (Virginia)
Virginia
$7.07M +$2.44M +27,255 +53%
LWM
81
Lighthouse Wealth Management
Ohio
$6.95M -$120K -1,312 -2%
BFG
82
Bleakley Financial Group
New Jersey
$6.81M +$6.81M +74,448 New
PWP
83
Precedent Wealth Partners
Texas
$6.69M +$2.67M +29,129 +66%
PWP
84
Principle Wealth Partners
Connecticut
$6.6M -$190K -2,077 -3%
TPA
85
Trivium Point Advisory
Connecticut
$6.49M +$2.39M +26,132 +58%
MWA
86
MFA Wealth Advisors
Pennsylvania
$6.41M +$399K +4,359 +7%
IWM
87
IHT Wealth Management
Illinois
$6.16M -$580K -6,332 -9%
ACM
88
Anfield Capital Management
California
$6.16M +$6.16M +67,330 New
GS
89
GWN Securities
Florida
$6.06M +$5.31M +54,286 +704%
AWM
90
Atticus Wealth Management
Florida
$6.03M +$6.03M +65,874 New
UWM
91
USAdvisors Wealth Management
Minnesota
$6.02M +$14.6K +160 +0.2%
PS
92
Principal Securities
Iowa
$6.01M – – –
IP
93
Integras Partners
Georgia
$5.93M -$67.4K -736 -1%
DFA
94
DHJJ Financial Advisors
Illinois
$5.81M +$256K +2,801 +5%
CWM
95
Cornerstone Wealth Management
Missouri
$5.77M -$1.15M -12,572 -17%
TA
96
TrueWealth Advisors
Alabama
$5.62M +$726K +7,931 +15%
GAM
97
Gotham Asset Management
New York
$5.56M +$1.45M +15,876 +35%
ASN
98
Advisory Services Network
Georgia
$5.51M +$424K +4,636 +8%
VWA
99
Visionary Wealth Advisors
Illinois
$5.45M -$366K -3,999 -6%
CTC
100
Central Trust Company
Missouri
$5.29M +$149K +1,630 +3%
2 3
4
5 6