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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
126
Financial Partners Group (Kansas)
Kansas
$3.53M -$1.55M -16,402 -31%
MCM
127
MAI Capital Management
Ohio
$3.51M -$17.9K -190 -0.5%
SWM
128
Sagace Wealth Management
Florida
$3.48M -$352K -3,724 -10%
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45M -$5.03M -53,281 -60%
CWM
130
Concentrum Wealth Management
California
$3.43M -$114K -1,204 -3%
PWM
131
Penobscot Wealth Management
Maine
$3.41M +$91.7K +971 +3%
Mariner
132
Mariner
Kansas
$3.37M -$733K -7,767 -18%
ACA
133
Aptus Capital Advisors
Alabama
$3.3M +$980K +10,377 +45%
WAT
134
Wealth Advisory Team
Kentucky
$3.3M +$3.17M +33,613 New
GVAG
135
Great Valley Advisor Group
Delaware
$3.29M -$582K -6,166 -16%
MIA
136
Milestone Investment Advisors
Wisconsin
$3.27M -$1.31M -13,925 -29%
CAG
137
Centerpoint Advisory Group
Kansas
$3.24M -$86K -911 -3%
BL
138
BFSG LLC
California
$3.07M +$110K +1,164 +4%
P
139
&Partners
Tennessee
$3.06M -$855K -9,057 -23%
FCM
140
Family Capital Management
Michigan
$2.96M +$253K +2,680 +10%
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$2.96M -$1.44M -15,255 -34%
VWA
142
Visionary Wealth Advisors
Illinois
$2.95M -$2.79M -29,577 -50%
MWA
143
MFA Wealth Advisors
Pennsylvania
$2.86M -$3.87M -40,964 -58%
UAS
144
United Asset Strategies
New York
$2.84M +$73.3K +776 +3%
CW
145
CreativeOne Wealth
Kansas
$2.8M +$279K +2,950 +12%
SPIA
146
Steward Partners Investment Advisory
New York
$2.79M -$195K -2,064 -7%
KWA
147
Kingswood Wealth Advisors
California
$2.73M -$350K -3,711 -12%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$2.71M -$2.81M -29,736 -52%
HAP
149
Harbor Asset Planning
Massachusetts
$2.55M +$2.45M +25,963 New
WA
150
Waverly Advisors
Alabama
$2.54M -$49.3K -522 -2%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.