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Invesco S&P MidCap Quality ETF

423 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 31

12% more funds holding in top 10

Funds holding in top 10: 3438 (+4)

1% more funds holding

Funds holding: 420423 (+3)

0.19% more ownership

Funds ownership: 66.44%66.63% (+0.19%)

0% less capital invested

Capital invested by funds: $3.36B → $3.36B (-$5.88M)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
5.21%
Holding in Top 10
38
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
43
Increased
157
Reduced
167
Closed
31
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$3.67M -$217K -2,047 -5%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.66M -$49.4K -466 -1%
SWM
128
Sagace Wealth Management
Florida
$3.63M -$59.9K -565 -2%
PF
129
PlanVest Financial
Maryland
$3.52M +$3.61M +34,012 New
VCWM
130
Vista Cima Wealth Management
Arizona
$3.49M -$1.39M -13,109 -28%
GVAG
131
Great Valley Advisor Group
Delaware
$3.48M -$43.1K -406 -1%
ACA
132
Aptus Capital Advisors
Alabama
$3.45M +$14.9K +140 +0.4%
MPW
133
Melone Private Wealth
Michigan
$3.43M +$967K +9,116 +38%
MAC
134
Mason & Associates (California)
California
$3.39M +$311K +2,936 +10%
SPC
135
Sigma Planning Corp
Michigan
$3.35M -$165K -1,556 -5%
VWM
136
Venturi Wealth Management
Texas
$3.31M +$7.53K +71 +0.2%
CAG
137
Centerpoint Advisory Group
Kansas
$3.29M -$78.5K -740 -2%
PMWMG
138
Parr McKnight Wealth Management Group
Minnesota
$3.28M +$3.36M +31,716 New
KWM
139
Kingsview Wealth Management
Oregon
$3.17M -$47.5K -448 -1%
CWRP
140
Cassady Wealth & Retirement Planning
Nevada
$3.16M +$314K +2,961 +11%
NIWA
141
New Insight Wealth Advisors
California
$2.96M -$8.49K -80 -0.3%
JWCA
142
J.W. Cole Advisors
Florida
$2.94M -$33.2K -313 -1%
WA
143
Waverly Advisors
Alabama
$2.87M +$10.5K +99 +0.4%
BFO
144
Biltmore Family Office
North Carolina
$2.8M +$1.39M +13,134 +94%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.78M +$17.9K +169 +0.6%
SA
146
Sovran Advisors
California
$2.78M +$5.83K +55 +0.2%
Goldman Sachs
147
Goldman Sachs
New York
$2.77M +$2.63M +24,762 +1,246%
UAS
148
United Asset Strategies
New York
$2.71M -$99.1K -934 -3%
TPA
149
Trivium Point Advisory
Connecticut
$2.7M -$5.64M -53,150 -67%
CW
150
CreativeOne Wealth
Kansas
$2.67M +$264K +2,488 +11%

XMHQ Hedge Fund Activity: Q1 2026 in Review

423 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2026, worth a combined $3.36B — down 0.17% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new XMHQ positions and 31 closed out — a net gain of 12 holders — while 157 added to existing stakes and 167 trimmed.

The largest buyer was LeClair Wealth Partners, opening a new position worth an estimated $20.7M. The largest seller was Stifel Financial, cutting an estimated $29.9M.

  • 423 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2026, up from 420 in Q4 2025.
  • Funds reported $3.36B of Invesco S&P MidCap Quality ETF stock for Q1 2026, down 0.17% quarter-over-quarter.
  • 43 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2026 and 31 closed out, a net change of +12 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2026 was LeClair Wealth Partners, an estimated $20.7M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2026 was Stifel Financial, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2026.