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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$2.79M -$1.02M -10,450 -26%
US Bancorp
152
US Bancorp
Minnesota
$2.77M -$1.28M -13,130 -30%
BL
153
BFSG LLC
California
$2.75M +$67K +687 +2%
PFA
154
Peak Financial Advisors
Colorado
$2.71M +$507K +5,207 +21%
FA
155
Fermata Advisors
California
$2.7M -$7.02M -72,058 -71%
UAS
156
United Asset Strategies
New York
$2.57M +$220K +2,260 +9%
AWM
157
Avior Wealth Management
Nebraska
$2.54M -$689K -7,073 -20%
FCM
158
Family Capital Management
Michigan
$2.52M +$123K +1,260 +5%
WA
159
Waverly Advisors
Alabama
$2.42M +$469K +4,810 +22%
TWP
160
Tempus Wealth Planning
California
$2.34M -$5.17K -53 -0.2%
CW
161
CreativeOne Wealth
Kansas
$2.34M +$172K +1,768 +7%
DWAM
162
Duncan Williams Asset Management
Tennessee
$2.34M +$165K +1,689 +7%
Citadel Advisors
163
Citadel Advisors
Florida
$2.29M +$1.41M +14,505 +138%
T
164
Tableaux
Massachusetts
$2.15M -$4.37M -44,881 -66%
GM
165
GeoWealth Management
Illinois
$2.13M -$8.78M -90,106 -79%
ACA
166
Aptus Capital Advisors
Alabama
$2.13M -$77K -790 -3%
CIG
167
CHB Investment Group
Pennsylvania
$2.12M +$22.9K +235 +1%
NIWA
168
New Insight Wealth Advisors
California
$2.09M +$879K +9,022 +65%
SAM
169
Secure Asset Management
Michigan
$2.07M -$6.67M -68,459 -75%
VA
170
VestGen Advisors
Illinois
$2.06M +$2.2M +22,532 New
HFW
171
Horizon Family Wealth
Illinois
$2.05M -$19.2K -197 -0.9%
VWM
172
Venturi Wealth Management
Texas
$2.02M -$283K -2,908 -12%
WAG
173
Wiser Advisor Group
Arizona
$2.02M +$174K +1,785 +9%
RWA
174
Redhawk Wealth Advisors
Minnesota
$2.01M -$4.08M -41,910 -66%
FHC
175
First Heartland Consultants
Missouri
$1.94M -$171K -1,758 -8%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.