XMHQ icon

Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

387 hedge funds and large institutions have $3.18B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 169 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-8
Holders Change %
-2.03%
% of All Funds
5.19%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
36
Increased
148
Reduced
169
Closed
40
Calls
$1.77M
Puts
–
Net Calls
+$1.77M
Net Calls Change
+$1.97M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$78.7M
3
AUB
Atlantic Union Bankshares
Virginia
$19.6M
4
Wells Fargo
Wells Fargo
California
$55.3M
5
TCOT
Trust Company of Toledo
Ohio
$15.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$43.8M
2
BEI
Benjamin Edwards Inc
Missouri
$728K
3
AAS
Annex Advisory Services
Wisconsin
$671K
4
EDRH
Edmond de Rothschild Holding
Switzerland
$0
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Sagace Wealth Management
Florida
$3.48M -$366K -3,724 -10%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45M -$5.23M -53,281 -60%
CWM
128
Concentrum Wealth Management
California
$3.43M -$118K -1,204 -3%
PWM
129
Penobscot Wealth Management
Maine
$3.41M +$95.4K +971 +3%
Mariner
130
Mariner
Kansas
$3.37M -$763K -7,767 -18%
ACA
131
Aptus Capital Advisors
Alabama
$3.3M +$1.02M +10,377 +45%
WAT
132
Wealth Advisory Team
Kentucky
$3.3M +$3.3M +33,613 New
GVAG
133
Great Valley Advisor Group
Delaware
$3.29M -$606K -6,166 -16%
MIA
134
Milestone Investment Advisors
Wisconsin
$3.27M -$1.37M -13,925 -29%
CAG
135
Centerpoint Advisory Group
Kansas
$3.24M -$89.5K -911 -3%
BL
136
BFSG LLC
California
$3.07M +$114K +1,164 +4%
P
137
&Partners
Tennessee
$3.06M -$889K -9,057 -23%
FCM
138
Family Capital Management
Michigan
$2.96M +$263K +2,680 +10%
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$2.96M -$1.5M -15,255 -34%
VWA
140
Visionary Wealth Advisors
Illinois
$2.95M -$2.91M -29,577 -50%
MWA
141
MFA Wealth Advisors
Pennsylvania
$2.86M -$4.02M -40,964 -58%
UAS
142
United Asset Strategies
New York
$2.84M +$76.2K +776 +3%
CW
143
CreativeOne Wealth
Kansas
$2.8M +$290K +2,950 +12%
SPIA
144
Steward Partners Investment Advisory
New York
$2.79M -$203K -2,064 -7%
KWA
145
Kingswood Wealth Advisors
California
$2.73M -$365K -3,711 -12%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.71M -$2.92M -29,736 -52%
HAP
147
Harbor Asset Planning
Massachusetts
$2.55M +$2.55M +25,963 New
WA
148
Waverly Advisors
Alabama
$2.54M -$51.3K -522 -2%
VWM
149
Venturi Wealth Management
Texas
$2.34M +$172K +1,755 +8%
FHC
150
First Heartland Consultants
Missouri
$2.3M +$225K +2,293 +11%
4 5
6
7 8