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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$3.6M -$2.78K -27 -0.1%
P
127
&Partners
Tennessee
$3.58M +$298K +2,897 +9%
GVAG
128
Great Valley Advisor Group
Delaware
$3.55M +$32.4K +315 +0.9%
EB
129
Eastern Bank
Massachusetts
$3.55M -$353K -3,425 -9%
PWM
130
Penobscot Wealth Management
Maine
$3.54M -$106K -1,034 -3%
ACA
131
Aptus Capital Advisors
Alabama
$3.47M -$52.5K -510 -2%
CAG
132
Centerpoint Advisory Group
Kansas
$3.46M -$7.92K -77 -0.2%
BL
133
BFSG LLC
California
$3.45M +$164K +1,597 +5%
KWM
134
Kingsview Wealth Management
Oregon
$3.34M +$1.76M +17,111 +116%
DWAM
135
Duncan Williams Asset Management
Tennessee
$3.3M +$857K +8,328 +36%
RA
136
RFG Advisory
Alabama
$3.27M +$3.2M +31,117 New
OBWG
137
Onyx Bridge Wealth Group
New York
$3.18M -$7.29M -70,844 -70%
FCM
138
Family Capital Management
Michigan
$3.09M -$80K -777 -3%
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$3.05M -$111K -1,077 -4%
VWM
140
Venturi Wealth Management
Texas
$3.03M +$510K +4,958 +21%
SA
141
Sovran Advisors
California
$2.92M -$985K -9,574 -25%
UAS
142
United Asset Strategies
New York
$2.88M -$146K -1,421 -5%
ASN
143
Advisory Services Network
Georgia
$2.86M -$1.29M -12,494 -31%
MIA
144
Milestone Investment Advisors
Wisconsin
$2.86M -$624K -6,061 -18%
MWA
145
MFA Wealth Advisors
Pennsylvania
$2.81M -$241K -2,339 -8%
WA
146
Waverly Advisors
Alabama
$2.78M +$62.6K +608 +2%
NIWA
147
New Insight Wealth Advisors
California
$2.71M +$252K +2,447 +10%
SPIA
148
Steward Partners Investment Advisory
New York
$2.7M -$279K -2,707 -10%
HAP
149
Harbor Asset Planning
Massachusetts
$2.61M -$112K -1,085 -4%
KWA
150
Kingswood Wealth Advisors
California
$2.52M -$390K -3,793 -14%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.