XMHQ icon

Invesco S&P MidCap Quality ETF

388 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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 169

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
76
Trivium Point Advisory
Connecticut
$7.26M
AWM
77
Atticus Wealth Management
Florida
$7.18M
LFAS
78
Level Four Advisory Services
Texas
$7.16M
LWM
79
Lighthouse Wealth Management
Ohio
$6.95M
CWM
80
Cornerstone Wealth Management
Missouri
$6.88M
PS
81
Principal Securities
Iowa
$6.87M
IWM
82
IHT Wealth Management
Illinois
$6.82M
PWP
83
Principle Wealth Partners
Connecticut
$6.66M
DFA
84
DHJJ Financial Advisors
Illinois
$6.64M
ACM
85
Anfield Capital Management
California
$6.62M
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$6.54M
UWM
87
USAdvisors Wealth Management
Minnesota
$6.44M
PIWA
88
Prevail Innovative Wealth Advisors
Kansas
$6.21M
TA
89
TrueWealth Advisors
Alabama
$6.13M
BI
90
Berkeley Inc
Idaho
$6.12M
HI
91
Harbour Investments
Wisconsin
$6.09M
BMCM
92
Burns Matteson Capital Management
New York
$5.86M
WIP
93
WealthCare Investment Partners
Rhode Island
$5.8M
MAC
94
Mason & Associates (California)
California
$5.73M
MWM
95
Meridian Wealth Management
Kentucky
$5.7M
AWS
96
Aspen Wealth Strategies
Colorado
$5.66M
CTC
97
Central Trust Company
Missouri
$5.62M
LOIM
98
Liberty One Investment Management
Illinois
$5.61M
Goldman Sachs
99
Goldman Sachs
New York
$5.46M
MWM
100
Mascagni Wealth Management
Mississippi
$5.44M