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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
76
DHJJ Financial Advisors
Illinois
$7.33M +$233K +2,263 +3%
ACM
77
Anfield Capital Management
California
$7.27M +$193K +1,877 +3%
UWM
78
USAdvisors Wealth Management
Minnesota
$7.22M +$343K +3,329 +5%
MOS
79
MGO One Seven
Ohio
$7.22M -$567K -5,509 -7%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$7.14M +$156K +1,518 +2%
HI
81
Harbour Investments
Wisconsin
$6.97M +$456K +4,435 +7%
PS
82
Principal Securities
Iowa
$6.9M -$434K -4,220 -6%
LFAS
83
Level Four Advisory Services
Texas
$6.87M -$768K -7,462 -10%
BI
84
Berkeley Inc
Idaho
$6.85M +$302K +2,938 +5%
PWP
85
Principle Wealth Partners
Connecticut
$6.56M -$550K -5,348 -8%
MAC
86
Mason & Associates (California)
California
$6.46M +$328K +3,187 +5%
BMCM
87
Burns Matteson Capital Management
New York
$6.41M +$141K +1,374 +2%
LSWP
88
Liberty Square Wealth Partners
Pennsylvania
$6.39M +$1.65M +16,042 +36%
SWAG
89
Spectrum Wealth Advisory Group
California
$6.31M -$15.1M -146,475 -71%
LWM
90
Lighthouse Wealth Management
Ohio
$6.26M -$1.14M -11,030 -16%
AWC
91
Adamsbrown Wealth Consultants
Kansas
$5.96M -$17.2M -167,275 -75%
DWM
92
Denver Wealth Management
Colorado
$5.95M +$4.65M +45,178 +391%
FFS
93
Forge Financial Services
Oklahoma
$5.94M +$408K +3,962 +8%
AWS
94
Aspen Wealth Strategies
Colorado
$5.9M -$142K -1,377 -2%
WIA
95
World Investment Advisors
California
$5.87M +$210K +2,045 +4%
LOIM
96
Liberty One Investment Management
Illinois
$5.85M -$147K -1,429 -3%
CTC
97
Central Trust Company
Missouri
$5.8M -$201K -1,956 -3%
WIP
98
WealthCare Investment Partners
Rhode Island
$5.71M -$333K -3,240 -6%
SFG
99
Snider Financial Group
Washington
$5.46M +$76.3K +741 +1%
PWA
100
PCG Wealth Advisors
Kansas
$5.43M +$5.32M +51,688 New

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.