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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

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

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$8.02M -$93.3K -957 -1%
MWM
77
Modern Wealth Management
Kansas
$7.83M +$1.68M +17,262 +25%
MOS
78
MGO One Seven
Ohio
$7.63M -$1.41M -14,437 -15%
CWP
79
Concord Wealth Partners
Virginia
$7.44M +$2.64M +27,138 +50%
DC
80
Dahring Cusmano
Michigan
$7.34M +$507K +5,200 +7%
CAMV
81
Concord Asset Management (Virginia)
Virginia
$7.07M +$2.66M +27,255 +53%
LWM
82
Lighthouse Wealth Management
Ohio
$6.95M -$128K -1,312 -2%
BFG
83
Bleakley Financial Group
New Jersey
$6.81M +$7.26M +74,448 New
PWP
84
Precedent Wealth Partners
Texas
$6.69M +$2.84M +29,129 +66%
PWP
85
Principle Wealth Partners
Connecticut
$6.6M -$202K -2,077 -3%
TPA
86
Trivium Point Advisory
Connecticut
$6.49M +$2.55M +26,132 +58%
MWA
87
MFA Wealth Advisors
Pennsylvania
$6.41M +$425K +4,359 +7%
IWM
88
IHT Wealth Management
Illinois
$6.16M -$617K -6,332 -9%
ACM
89
Anfield Capital Management
California
$6.16M +$6.56M +67,330 New
GS
90
GWN Securities
Florida
$6.06M +$5.29M +54,286 +704%
AWM
91
Atticus Wealth Management
Florida
$6.03M +$6.42M +65,874 New
UWM
92
USAdvisors Wealth Management
Minnesota
$6.01M +$15.6K +160 +0.2%
PS
93
Principal Securities
Iowa
$6.01M
IP
94
Integras Partners
Georgia
$5.93M -$71.7K -736 -1%
DFA
95
DHJJ Financial Advisors
Illinois
$5.81M +$273K +2,801 +5%
CWM
96
Cornerstone Wealth Management
Missouri
$5.77M -$1.23M -12,572 -17%
TA
97
TrueWealth Advisors
Alabama
$5.62M +$773K +7,931 +15%
GAM
98
Gotham Asset Management
New York
$5.56M +$1.55M +15,876 +35%
ASN
99
Advisory Services Network
Georgia
$5.51M +$452K +4,636 +8%
VWA
100
Visionary Wealth Advisors
Illinois
$5.45M -$390K -3,999 -6%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.