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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$7.3M -$858K -9,091 -11%
TPA
77
Trivium Point Advisory
Connecticut
$7.26M +$284K +3,008 +4%
AWM
78
Atticus Wealth Management
Florida
$7.18M +$683K +7,230 +11%
LFAS
79
Level Four Advisory Services
Texas
$7.16M -$1.39M -14,708 -17%
LWM
80
Lighthouse Wealth Management
Ohio
$6.95M -$495K -5,242 -7%
CWM
81
Cornerstone Wealth Management
Missouri
$6.88M +$653K +6,915 +11%
PS
82
Principal Securities
Iowa
$6.87M +$844K +8,935 +15%
IWM
83
IHT Wealth Management
Illinois
$6.82M +$192K +2,034 +3%
PWP
84
Principle Wealth Partners
Connecticut
$6.66M -$409K -4,335 -6%
DFA
85
DHJJ Financial Advisors
Illinois
$6.64M +$392K +4,157 +7%
ACM
86
Anfield Capital Management
California
$6.62M +$2.64K +28 +0%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$6.54M +$1.08M +11,490 +21%
UWM
88
USAdvisors Wealth Management
Minnesota
$6.44M -$21.4K -227 -0.3%
PIWA
89
Prevail Innovative Wealth Advisors
Kansas
$6.21M -$2.97M -31,435 -33%
TA
90
TrueWealth Advisors
Alabama
$6.13M +$99K +1,049 +2%
BI
91
Berkeley Inc
Idaho
$6.12M +$5.62M +59,517 +2,145%
HI
92
Harbour Investments
Wisconsin
$6.09M +$865K +9,164 +17%
BMCM
93
Burns Matteson Capital Management
New York
$5.86M +$548K +5,803 +11%
WIP
94
WealthCare Investment Partners
Rhode Island
$5.8M -$273K -2,896 -5%
MAC
95
Mason & Associates (California)
California
$5.73M +$98K +1,038 +2%
MWM
96
Meridian Wealth Management
Kentucky
$5.7M +$397K +4,207 +8%
AWS
97
Aspen Wealth Strategies
Colorado
$5.66M +$102K +1,083 +2%
CTC
98
Central Trust Company
Missouri
$5.62M -$53.1K -562 -1%
LOIM
99
Liberty One Investment Management
Illinois
$5.61M +$25.8K +273 +0.5%
Goldman Sachs
100
Goldman Sachs
New York
$5.46M +$4.82M +51,016 +1,119%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.