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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
101
Central Trust Company
Missouri
$5.29M +$159K +1,630 +3%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.25M +$644K +6,607 +13%
MAC
103
Mason & Associates (California)
California
$5.24M +$302K +3,094 +6%
LOIM
104
Liberty One Investment Management
Illinois
$5.21M -$177K -1,811 -3%
WIP
105
WealthCare Investment Partners
Rhode Island
$5.2M +$426K +4,373 +8%
AWS
106
Aspen Wealth Strategies
Colorado
$5.18M -$2.88M -29,598 -34%
KA
107
Kovack Advisors
Florida
$5.13M -$10.7K -110 -0.2%
CWP
108
Clark Wealth Partners
Illinois
$5.1M -$7.58M -77,770 -58%
EB
109
Eastern Bank
Massachusetts
$5.06M -$45M -461,584 -89%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$5.04M -$1.21M -12,425 -18%
PIA
111
Perennial Investment Advisors
California
$5M +$347K +3,565 +7%
BMCM
112
Burns Matteson Capital Management
New York
$4.93M -$224K -2,303 -4%
MWM
113
Meridian Wealth Management
Kentucky
$4.92M +$11.4K +117 +0.2%
WIA
114
World Investment Advisors
California
$4.92M +$103K +1,055 +2%
SPC
115
Sigma Planning Corp
Michigan
$4.92M +$191K +1,962 +4%
HI
116
Harbour Investments
Wisconsin
$4.83M +$406K +4,170 +9%
FPGK
117
Financial Partners Group (Kansas)
Kansas
$4.79M -$17.5M -179,178 -77%
MWM
118
Mascagni Wealth Management
Mississippi
$4.79M
SA
119
Sovran Advisors
California
$4.66M -$1.13M -11,627 -18%
VFG
120
Victory Financial Group
Texas
$4.64M +$3.62M +37,151 +252%
SFG
121
Snider Financial Group
Washington
$4.53M +$284K +2,910 +6%
FFS
122
Forge Financial Services
Oklahoma
$4.41M +$201K +2,063 +4%
MIA
123
Milestone Investment Advisors
Wisconsin
$4.32M -$11.6M -118,731 -72%
PA
124
PSI Advisors
Florida
$4.26M +$83.1K +853 +2%
AEPWM
125
Atlantic Edge Private Wealth Management
Florida
$4.15M -$347K -3,564 -7%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.