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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$3.84M +$662K +6,419 +21%
EWP
127
Equity Wealth Partners
Missouri
$3.77M -$72K -698 -2%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.67M +$116K +1,124 +3%
LOIM
129
Liberty One Investment Management
Illinois
$3.67M -$2.05M -19,903 -36%
SWM
130
Sagace Wealth Management
Florida
$3.66M +$13.6K +132 +0.4%
PWM
131
Penobscot Wealth Management
Maine
$3.56M +$105K +1,022 +3%
GVAG
132
Great Valley Advisor Group
Delaware
$3.49M +$24.9K +241 +0.7%
SPC
133
Sigma Planning Corp
Michigan
$3.48M -$152K -1,470 -4%
BL
134
BFSG LLC
California
$3.47M +$107K +1,036 +3%
WAT
135
Wealth Advisory Team
Kentucky
$3.41M +$3.43M +33,250 New
ACA
136
Aptus Capital Advisors
Alabama
$3.41M +$15.2K +147 +0.4%
CAG
137
Centerpoint Advisory Group
Kansas
$3.33M -$43.8K -425 -1%
VWM
138
Venturi Wealth Management
Texas
$3.27M +$322K +3,126 +11%
KWM
139
Kingsview Wealth Management
Oregon
$3.19M -$68.6K -665 -2%
MAC
140
Mason & Associates (California)
California
$3.15M -$3.17M -30,723 -50%
FCM
141
Family Capital Management
Michigan
$3.13M +$120K +1,168 +4%
OBWG
142
Onyx Bridge Wealth Group
New York
$3.05M -$59.1K -573 -2%
EW
143
Enzi Wealth
Texas
$2.95M -$8.19M -79,425 -74%
NIWA
144
New Insight Wealth Advisors
California
$2.95M +$306K +2,965 +11%
Mariner
145
Mariner
Kansas
$2.92M -$595K -5,764 -17%
WWM
146
Western Wealth Management
Colorado
$2.84M +$2.29M +22,171 +397%
WA
147
Waverly Advisors
Alabama
$2.83M +$122K +1,183 +4%
SA
148
Sovran Advisors
California
$2.82M -$269K -2,606 -9%
UAS
149
United Asset Strategies
New York
$2.78M -$32.2K -312 -1%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.74M +$1.08M +10,458 +64%