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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
126
Onyx Bridge Wealth Group
New York
$4.12M +$2.12M +21,761 +94%
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$4.11M -$164K -1,685 -4%
AAS
128
Ameritas Advisory Services
Nebraska
$4.11M +$182K +1,871 +4%
JAG
129
Journey Advisory Group
Kentucky
$4.04M -$4.54M -46,582 -51%
LOIP
130
Live Oak Investment Partners
Texas
$4.04M +$4.3M +44,092 New
PA
131
PFG Advisors
Arizona
$3.94M +$89.2K +915 +2%
PWA
132
PCG Wealth Advisors
Kansas
$3.88M -$827K -8,485 -17%
Mariner
133
Mariner
Kansas
$3.85M -$1.02M -10,474 -20%
NMG
134
New Millennium Group
Utah
$3.83M +$257K +2,633 +7%
VCWM
135
Vista Cima Wealth Management
Arizona
$3.81M +$251K +2,575 +7%
CPC
136
Consolidated Planning Corp
Georgia
$3.71M -$8.19K -84 -0.2%
P
137
&Partners
Tennessee
$3.68M +$422K +4,333 +12%
GVAG
138
Great Valley Advisor Group
Delaware
$3.63M -$61K -626 -2%
SWM
139
Sagace Wealth Management
Florida
$3.58M -$6.04K -62 -0.2%
SEIA
140
Signature Estate & Investment Advisors
California
$3.57M +$108K +1,111 +3%
SC
141
Stephens Consulting
Michigan
$3.52M +$380K +3,899 +11%
CWM
142
Concentrum Wealth Management
California
$3.3M +$682K +6,999 +24%
MCM
143
MAI Capital Management
Ohio
$3.28M +$969K +9,942 +38%
VCM
144
Virtue Capital Management
Tennessee
$3.11M +$3.31M +33,946 New
CAG
145
Centerpoint Advisory Group
Kansas
$3.11M -$2.83K -29 -0.1%
PWM
146
Penobscot Wealth Management
Maine
$3.09M -$715K -7,333 -18%
LSWP
147
Liberty Square Wealth Partners
Pennsylvania
$3.07M +$365K +3,746 +13%
WAM
148
WFA Asset Management
Wisconsin
$2.96M -$14.2M -145,941 -84%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$2.9M +$218K +2,239 +8%
KWA
150
Kingswood Wealth Advisors
California
$2.89M +$412K +4,223 +15%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.