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Invesco S&P MidCap Quality ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

21% less capital invested

Capital invested by funds: $4.5B → $3.58B (-$926M)

32% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$632K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Ameritas Advisory Services
Nebraska
$4.11M
JAG
127
Journey Advisory Group
Kentucky
$4.04M
LOIP
128
Live Oak Investment Partners
Texas
$4.04M
PA
129
PFG Advisors
Arizona
$3.94M
PWA
130
PCG Wealth Advisors
Kansas
$3.88M
Mariner
131
Mariner
Kansas
$3.85M
NMG
132
New Millennium Group
Utah
$3.83M
VCWM
133
Vista Cima Wealth Management
Arizona
$3.81M
CPC
134
Consolidated Planning Corp
Georgia
$3.71M
P
135
&Partners
Tennessee
$3.68M
GVAG
136
Great Valley Advisor Group
Delaware
$3.63M
SWM
137
Sagace Wealth Management
Florida
$3.58M
SEIA
138
Signature Estate & Investment Advisors
California
$3.57M
SC
139
Stephens Consulting
Michigan
$3.52M
CWM
140
Concentrum Wealth Management
California
$3.3M
MCM
141
MAI Capital Management
Ohio
$3.28M
VCM
142
Virtue Capital Management
Tennessee
$3.11M
CAG
143
Centerpoint Advisory Group
Kansas
$3.11M
PWM
144
Penobscot Wealth Management
Maine
$3.09M
LSWP
145
Liberty Square Wealth Partners
Pennsylvania
$3.07M
WAM
146
WFA Asset Management
Wisconsin
$2.96M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$2.9M
KWA
148
Kingswood Wealth Advisors
California
$2.89M
SPIA
149
Steward Partners Investment Advisory
New York
$2.79M
US Bancorp
150
US Bancorp
Minnesota
$2.77M