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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

21% less capital invested

Capital invested by funds: $4.5B → $3.58B (-$926M)

32% less call options, than puts

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

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$430K
Puts
$632K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
151
BFSG LLC
California
$2.75M
PFA
152
Peak Financial Advisors
Colorado
$2.71M
FA
153
Fermata Advisors
California
$2.7M
UAS
154
United Asset Strategies
New York
$2.57M
AWM
155
Avior Wealth Management
Nebraska
$2.54M
FCM
156
Family Capital Management
Michigan
$2.52M
WA
157
Waverly Advisors
Alabama
$2.42M
TWP
158
Tempus Wealth Planning
California
$2.34M
CW
159
CreativeOne Wealth
Kansas
$2.34M
DWAM
160
Duncan Williams Asset Management
Tennessee
$2.34M
Citadel Advisors
161
Citadel Advisors
Florida
$2.29M
T
162
Tableaux
Massachusetts
$2.15M
GM
163
GeoWealth Management
Illinois
$2.13M
ACA
164
Aptus Capital Advisors
Alabama
$2.13M
CIG
165
CHB Investment Group
Pennsylvania
$2.12M
NIWA
166
New Insight Wealth Advisors
California
$2.09M
SAM
167
Secure Asset Management
Michigan
$2.07M
VA
168
VestGen Advisors
Illinois
$2.06M
HFW
169
Horizon Family Wealth
Illinois
$2.05M
VWM
170
Venturi Wealth Management
Texas
$2.02M
WAG
171
Wiser Advisor Group
Arizona
$2.02M
RWA
172
Redhawk Wealth Advisors
Minnesota
$2.01M
FHC
173
First Heartland Consultants
Missouri
$1.94M
PWH
174
Priebe Wealth Holdings
Minnesota
$1.91M
FFL
175
Financial Freedom LLC
Ohio
$1.81M