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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
ANBOT
101
American National Bank of Texas
Texas
$5.77M +$2.09M +20,275 +56%
FMI
102
Financial Management Inc
Arkansas
$5.76M +$5.81M +56,282 New
WIA
103
World Investment Advisors
California
$5.51M -$217K -2,105 -4%
AWS
104
Aspen Wealth Strategies
Colorado
$5.3M -$465K -4,505 -8%
CTC
105
Central Trust Company
Missouri
$5.28M -$389K -3,771 -7%
PA
106
PSI Advisors
Florida
$5.27M -$204K -1,982 -4%
WIP
107
WealthCare Investment Partners
Rhode Island
$5.21M -$420K -4,069 -7%
AWC
108
Adamsbrown Wealth Consultants
Kansas
$5.21M -$617K -5,981 -11%
MWM
109
Mascagni Wealth Management
Mississippi
$5.19M -$35.5K -344 -0.7%
PIA
110
Perennial Investment Advisors
California
$5.14M -$132K -1,283 -2%
PA
111
PFG Advisors
Arizona
$5.1M +$433K +4,194 +9%
JAG
112
Journey Advisory Group
Kentucky
$5.06M +$494K +4,785 +11%
TA
113
TrueWealth Advisors
Alabama
$5.05M -$223K -2,165 -4%
GAM
114
Gotham Asset Management
New York
$5.05M +$421K +4,085 +9%
P
115
&Partners
Tennessee
$4.98M +$1.5M +14,551 +43%
LOIP
116
Live Oak Investment Partners
Texas
$4.86M +$32.9K +319 +0.7%
VCWM
117
Vista Cima Wealth Management
Arizona
$4.8M +$245K +2,374 +5%
FPGK
118
Financial Partners Group (Kansas)
Kansas
$4.79M +$1.02M +9,924 +28%
MCM
119
MAI Capital Management
Ohio
$4.74M +$1.14M +11,048 +31%
SCI
120
Silver Coast Investments
United States
$4.57M +$381K +3,691 +9%
CWM
121
Concentrum Wealth Management
California
$4.29M +$447K +4,330 +12%
DWAM
122
Duncan Williams Asset Management
Tennessee
$4.27M +$856K +8,300 +26%
CPC
123
Consolidated Planning Corp
Georgia
$4.16M +$262K +2,541 +7%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$4.08M +$304K +2,945 +8%
SEIA
125
Signature Estate & Investment Advisors
California
$4.01M +$72.5K +703 +2%