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Invesco S&P MidCap Quality ETF

388 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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 169

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Sagace Wealth Management
Florida
$3.48M
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.45M
CWM
128
Concentrum Wealth Management
California
$3.43M
PWM
129
Penobscot Wealth Management
Maine
$3.41M
Mariner
130
Mariner
Kansas
$3.37M
ACA
131
Aptus Capital Advisors
Alabama
$3.3M
WAT
132
Wealth Advisory Team
Kentucky
$3.3M
GVAG
133
Great Valley Advisor Group
Delaware
$3.29M
MIA
134
Milestone Investment Advisors
Wisconsin
$3.27M
CAG
135
Centerpoint Advisory Group
Kansas
$3.24M
BL
136
BFSG LLC
California
$3.07M
P
137
&Partners
Tennessee
$3.06M
FCM
138
Family Capital Management
Michigan
$2.96M
AEPWM
139
Atlantic Edge Private Wealth Management
Florida
$2.96M
VWA
140
Visionary Wealth Advisors
Illinois
$2.95M
MWA
141
MFA Wealth Advisors
Pennsylvania
$2.86M
UAS
142
United Asset Strategies
New York
$2.84M
CW
143
CreativeOne Wealth
Kansas
$2.8M
SPIA
144
Steward Partners Investment Advisory
New York
$2.79M
KWA
145
Kingswood Wealth Advisors
California
$2.73M
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$2.71M
HAP
147
Harbor Asset Planning
Massachusetts
$2.55M
WA
148
Waverly Advisors
Alabama
$2.54M
VWM
149
Venturi Wealth Management
Texas
$2.34M
FHC
150
First Heartland Consultants
Missouri
$2.3M