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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K

Top Buyers

1
SG
1
Straightline Group
Michigan
$33.2M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$27.2M
3
UB
3
UMB Bank
Missouri
$26.5M
4
FIA
4
Foundations Investment Advisors
Arizona
$16.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.8M
2
SAF
2
Smith Anglin Financial
Texas
$1.25M
3
Ameriprise
3
Ameriprise
Minnesota
$125M
4
EB
4
Eastern Bank
Massachusetts
$5.06M
5
BWL
5
Bogart Wealth LLC
Virginia
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$4.11M +$172K +1,871 +4%
JAG
127
Journey Advisory Group
Kentucky
$4.04M -$4.26M -46,582 -51%
LOIP
128
Live Oak Investment Partners
Texas
$4.04M +$4.04M +44,092 New
PA
129
PFG Advisors
Arizona
$3.94M +$83.7K +915 +2%
PWA
130
PCG Wealth Advisors
Kansas
$3.88M -$777K -8,485 -17%
Mariner
131
Mariner
Kansas
$3.85M -$959K -10,474 -20%
NMG
132
New Millennium Group
Utah
$3.83M +$241K +2,633 +7%
VCWM
133
Vista Cima Wealth Management
Arizona
$3.81M +$236K +2,575 +7%
CPC
134
Consolidated Planning Corp
Georgia
$3.71M -$7.69K -84 -0.2%
P
135
&Partners
Tennessee
$3.68M +$396K +4,333 +12%
GVAG
136
Great Valley Advisor Group
Delaware
$3.63M -$57.3K -626 -2%
SWM
137
Sagace Wealth Management
Florida
$3.58M -$5.68K -62 -0.2%
SEIA
138
Signature Estate & Investment Advisors
California
$3.57M +$102K +1,111 +3%
SC
139
Stephens Consulting
Michigan
$3.52M +$357K +3,899 +11%
CWM
140
Concentrum Wealth Management
California
$3.3M +$641K +6,999 +24%
MCM
141
MAI Capital Management
Ohio
$3.28M +$910K +9,942 +38%
VCM
142
Virtue Capital Management
Tennessee
$3.11M +$3.11M +33,946 New
CAG
143
Centerpoint Advisory Group
Kansas
$3.11M -$2.65K -29 -0.1%
PWM
144
Penobscot Wealth Management
Maine
$3.09M -$671K -7,333 -18%
LSWP
145
Liberty Square Wealth Partners
Pennsylvania
$3.07M +$343K +3,746 +13%
WAM
146
WFA Asset Management
Wisconsin
$2.96M -$16.1M -145,941 -84%
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$2.9M +$205K +2,239 +8%
KWA
148
Kingswood Wealth Advisors
California
$2.89M +$387K +4,223 +15%
SPIA
149
Steward Partners Investment Advisory
New York
$2.79M -$956K -10,450 -26%
US Bancorp
150
US Bancorp
Minnesota
$2.77M -$1.2M -13,130 -30%
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