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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
IPS
76
Investors Portfolio Services
Washington
$7.98M +$8.03M +77,882 New
HI
77
Harbour Investments
Wisconsin
$7.64M +$848K +8,222 +12%
AWM
78
Atticus Wealth Management
Florida
$7.43M -$35.7K -346 -0.5%
IWM
79
IHT Wealth Management
Illinois
$7.37M -$11.5K -111 -0.2%
KPWS
80
Kestra Private Wealth Services
Texas
$7.3M -$7.84M -75,992 -52%
UWM
81
USAdvisors Wealth Management
Minnesota
$7.26M +$216K +2,090 +3%
DFA
82
DHJJ Financial Advisors
Illinois
$7.22M +$68.3K +662 +0.9%
ACM
83
Anfield Capital Management
California
$7.19M +$98.4K +954 +1%
Tudor Investment Corp
84
Tudor Investment Corp
Connecticut
$7.09M +$3.09M +29,918 +76%
PS
85
Principal Securities
Iowa
$6.87M +$138K +1,338 +2%
DWM
86
Denver Wealth Management
Colorado
$6.86M +$1.06M +10,278 +18%
SWP
87
Stratos Wealth Partners
Ohio
$6.69M -$6.17M -59,767 -48%
LFAS
88
Level Four Advisory Services
Texas
$6.65M -$50K -485 -0.7%
MOS
89
MGO One Seven
Ohio
$6.63M -$421K -4,077 -6%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$6.46M -$513K -4,972 -7%
CA
91
Corecam AG
$6.43M +$6.48M +62,775 New
BMCM
92
Burns Matteson Capital Management
New York
$6.36M +$105K +1,020 +2%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$6.26M +$6.3M +61,094 New
LWM
94
Lighthouse Wealth Management
Ohio
$6.07M -$41.4K -401 -0.7%
PWP
95
Principle Wealth Partners
Connecticut
$6.05M -$356K -3,448 -6%
XPN
96
XY Planning Network
Montana
$5.99M +$4.87M +47,201 +418%
BI
97
Berkeley Inc
Idaho
$5.97M -$715K -6,927 -11%
SWAG
98
Spectrum Wealth Advisory Group
California
$5.96M -$200K -1,936 -3%
PWA
99
PCG Wealth Advisors
Kansas
$5.96M +$668K +6,478 +13%
FFS
100
Forge Financial Services
Oklahoma
$5.81M +$29.1K +282 +0.5%