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Invesco S&P MidCap Quality ETF

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.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

21% less capital invested

Capital invested by funds: $4.5B → $3.58B (-$926M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$632K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$7.83M
MOS
77
MGO One Seven
Ohio
$7.63M
CWP
78
Concord Wealth Partners
Virginia
$7.44M
DC
79
Dahring Cusmano
Michigan
$7.34M
CAMV
80
Concord Asset Management (Virginia)
Virginia
$7.07M
LWM
81
Lighthouse Wealth Management
Ohio
$6.95M
BFG
82
Bleakley Financial Group
New Jersey
$6.81M
PWP
83
Precedent Wealth Partners
Texas
$6.69M
PWP
84
Principle Wealth Partners
Connecticut
$6.6M
TPA
85
Trivium Point Advisory
Connecticut
$6.49M
MWA
86
MFA Wealth Advisors
Pennsylvania
$6.41M
IWM
87
IHT Wealth Management
Illinois
$6.16M
ACM
88
Anfield Capital Management
California
$6.16M
GS
89
GWN Securities
Florida
$6.06M
AWM
90
Atticus Wealth Management
Florida
$6.03M
UWM
91
USAdvisors Wealth Management
Minnesota
$6.01M
PS
92
Principal Securities
Iowa
$6.01M
IP
93
Integras Partners
Georgia
$5.93M
DFA
94
DHJJ Financial Advisors
Illinois
$5.81M
CWM
95
Cornerstone Wealth Management
Missouri
$5.77M
TA
96
TrueWealth Advisors
Alabama
$5.62M
GAM
97
Gotham Asset Management
New York
$5.56M
ASN
98
Advisory Services Network
Georgia
$5.51M
VWA
99
Visionary Wealth Advisors
Illinois
$5.45M
CTC
100
Central Trust Company
Missouri
$5.29M