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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.18B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 169 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-8
Holders Change %
-2.03%
% of All Funds
5.19%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
36
Increased
148
Reduced
169
Closed
40
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$1.97M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$78.7M
3
AUB
Atlantic Union Bankshares
Virginia
$19.6M
4
Wells Fargo
Wells Fargo
California
$55.3M
5
TCOT
Trust Company of Toledo
Ohio
$15.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$43.8M
2
BEI
Benjamin Edwards Inc
Missouri
$728K
3
AAS
Annex Advisory Services
Wisconsin
$671K
4
EDRH
Edmond de Rothschild Holding
Switzerland
$0
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
76
Trivium Point Advisory
Connecticut
$7.26M +$296K +3,008 +4%
AWM
77
Atticus Wealth Management
Florida
$7.18M +$710K +7,230 +11%
LFAS
78
Level Four Advisory Services
Texas
$7.16M -$1.44M -14,708 -17%
LWM
79
Lighthouse Wealth Management
Ohio
$6.95M -$515K -5,242 -7%
CWM
80
Cornerstone Wealth Management
Missouri
$6.88M +$679K +6,915 +11%
PS
81
Principal Securities
Iowa
$6.87M +$878K +8,935 +15%
IWM
82
IHT Wealth Management
Illinois
$6.82M +$200K +2,034 +3%
PWP
83
Principle Wealth Partners
Connecticut
$6.66M -$426K -4,335 -6%
DFA
84
DHJJ Financial Advisors
Illinois
$6.64M +$408K +4,157 +7%
ACM
85
Anfield Capital Management
California
$6.62M +$2.75K +28 +0%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$6.54M +$1.13M +11,490 +21%
UWM
87
USAdvisors Wealth Management
Minnesota
$6.44M -$22.3K -227 -0.3%
PIWA
88
Prevail Innovative Wealth Advisors
Kansas
$6.21M -$3.09M -31,435 -33%
TA
89
TrueWealth Advisors
Alabama
$6.13M +$103K +1,049 +2%
BI
90
Berkeley Inc
Idaho
$6.12M +$5.85M +59,517 +2,145%
HI
91
Harbour Investments
Wisconsin
$6.09M +$900K +9,164 +17%
BMCM
92
Burns Matteson Capital Management
New York
$5.86M +$570K +5,803 +11%
WIP
93
WealthCare Investment Partners
Rhode Island
$5.8M -$292K -2,896 -5%
MAC
94
Mason & Associates (California)
California
$5.73M +$102K +1,038 +2%
MWM
95
Meridian Wealth Management
Kentucky
$5.7M +$413K +4,207 +8%
AWS
96
Aspen Wealth Strategies
Colorado
$5.66M +$106K +1,083 +2%
CTC
97
Central Trust Company
Missouri
$5.62M -$55.2K -562 -1%
LOIM
98
Liberty One Investment Management
Illinois
$5.61M +$26.8K +273 +0.5%
Goldman Sachs
99
Goldman Sachs
New York
$5.46M +$5.01M +51,016 +1,119%
MWM
100
Mascagni Wealth Management
Mississippi
$5.44M +$299K +3,046 +6%
2 3
4
5 6