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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
MWM
101
Mascagni Wealth Management
Mississippi
$5.44M +$288K +3,046 +6%
WIA
102
World Investment Advisors
California
$5.29M +$14.8K +157 +0.3%
PIA
103
Perennial Investment Advisors
California
$5.18M -$177K -1,877 -3%
FFS
104
Forge Financial Services
Oklahoma
$5.17M +$400K +4,232 +9%
SFG
105
Snider Financial Group
Washington
$5.04M +$165K +1,747 +4%
PA
106
PFG Advisors
Arizona
$4.52M +$271K +2,874 +7%
LSWP
107
Liberty Square Wealth Partners
Pennsylvania
$4.4M +$1.06M +11,232 +33%
GAM
108
Gotham Asset Management
New York
$4.37M -$1.53M -16,248 -27%
JAG
109
Journey Advisory Group
Kentucky
$4.26M -$72.8K -771 -2%
LOIP
110
Live Oak Investment Partners
Texas
$4.24M -$85.7K -908 -2%
CWP
111
Clark Wealth Partners
Illinois
$4.22M -$1.2M -12,705 -23%
VCWM
112
Vista Cima Wealth Management
Arizona
$4.18M +$93K +985 +2%
NMG
113
New Millennium Group
Utah
$4.16M +$46.5K +493 +1%
SPC
114
Sigma Planning Corp
Michigan
$4.15M -$1.09M -11,512 -21%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$4.13M -$375K -3,967 -9%
ASN
116
Advisory Services Network
Georgia
$4.02M -$1.93M -20,458 -34%
KA
117
Kovack Advisors
Florida
$3.9M -$1.54M -16,329 -29%
SEIA
118
Signature Estate & Investment Advisors
California
$3.85M +$13.4K +142 +0.4%
CPC
119
Consolidated Planning Corp
Georgia
$3.85M -$132K -1,396 -3%
SA
120
Sovran Advisors
California
$3.8M -$1.39M -14,717 -28%
Jane Street
121
Jane Street
New York
$3.78M +$1.79M +18,920 +97%
Citadel Advisors
122
Citadel Advisors
Florida
$3.77M +$1.27M +13,410 +54%
VFG
123
Victory Financial Group
Texas
$3.77M -$1.28M -13,515 -26%
AAS
124
Ameritas Advisory Services
Nebraska
$3.69M -$667K -7,070 -16%
EB
125
Eastern Bank
Massachusetts
$3.66M -$1.7M -18,057 -33%

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.