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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
TA
101
TrueWealth Advisors
Alabama
$5.4M -$1.12M -10,922 -18%
PIA
102
Perennial Investment Advisors
California
$5.4M -$129K -1,253 -2%
PA
103
PSI Advisors
Florida
$5.37M +$5.27M +51,165 New
MWM
104
Mascagni Wealth Management
Mississippi
$5.36M -$444K -4,315 -8%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$5.25M +$5.15M +50,000 New
LOIP
106
Live Oak Investment Partners
Texas
$4.95M +$406K +3,944 +9%
PA
107
PFG Advisors
Arizona
$4.79M -$32.3K -314 -0.7%
GAM
108
Gotham Asset Management
New York
$4.75M +$79.3K +770 +2%
JAG
109
Journey Advisory Group
Kentucky
$4.68M +$122K +1,186 +3%
VCWM
110
Vista Cima Wealth Management
Arizona
$4.67M +$202K +1,967 +5%
SCI
111
Silver Coast Investments
United States
$4.29M +$4.21M +40,915 New
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$4.12M +$2.05M +19,882 +103%
SEIA
113
Signature Estate & Investment Advisors
California
$4.04M -$74.2K -721 -2%
VFG
114
Victory Financial Group
Texas
$4.01M -$14.8K -144 -0.4%
CPC
115
Consolidated Planning Corp
Georgia
$4M -$109K -1,057 -3%
CWM
116
Concentrum Wealth Management
California
$3.94M +$279K +2,709 +8%
EE
117
EWG Elevate
California
$3.94M +$3.86M +37,551 New
EWP
118
Equity Wealth Partners
Missouri
$3.93M +$3.86M +37,472 New
ANBOT
119
American National Bank of Texas
Texas
$3.79M +$3.71M +36,094 New
SWM
120
Sagace Wealth Management
Florida
$3.74M +$21.8K +212 +0.6%
SPC
121
Sigma Planning Corp
Michigan
$3.72M -$693K -6,733 -16%
MCM
122
MAI Capital Management
Ohio
$3.7M -$47.9K -465 -1%
FPGK
123
Financial Partners Group (Kansas)
Kansas
$3.68M -$87.8K -853 -2%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$3.66M -$598K -5,811 -14%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.65M -$35.7K -347 -1%

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.