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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K

Top Buyers

1
SG
1
Straightline Group
Michigan
$33.2M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$27.2M
3
UB
3
UMB Bank
Missouri
$26.5M
4
FIA
4
Foundations Investment Advisors
Arizona
$16.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.8M
2
SAF
2
Smith Anglin Financial
Texas
$1.25M
3
Ameriprise
3
Ameriprise
Minnesota
$125M
4
EB
4
Eastern Bank
Massachusetts
$5.06M
5
BWL
5
Bogart Wealth LLC
Virginia
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
151
BFSG LLC
California
$2.75M +$62.9K +687 +2%
PFA
152
Peak Financial Advisors
Colorado
$2.71M +$477K +5,207 +21%
FA
153
Fermata Advisors
California
$2.7M -$6.6M -72,058 -71%
UAS
154
United Asset Strategies
New York
$2.57M +$207K +2,260 +9%
AWM
155
Avior Wealth Management
Nebraska
$2.54M -$647K -7,073 -20%
FCM
156
Family Capital Management
Michigan
$2.52M +$115K +1,260 +5%
WA
157
Waverly Advisors
Alabama
$2.42M +$440K +4,810 +22%
TWP
158
Tempus Wealth Planning
California
$2.34M -$4.85K -53 -0.2%
CW
159
CreativeOne Wealth
Kansas
$2.34M +$162K +1,768 +7%
DWAM
160
Duncan Williams Asset Management
Tennessee
$2.34M +$155K +1,689 +7%
Citadel Advisors
161
Citadel Advisors
Florida
$2.29M +$1.33M +14,505 +138%
T
162
Tableaux
Massachusetts
$2.15M -$4.11M -44,881 -66%
GM
163
GeoWealth Management
Illinois
$2.13M -$8.25M -90,106 -79%
ACA
164
Aptus Capital Advisors
Alabama
$2.13M -$72.3K -790 -3%
CIG
165
CHB Investment Group
Pennsylvania
$2.12M +$21.5K +235 +1%
NIWA
166
New Insight Wealth Advisors
California
$2.09M +$826K +9,022 +65%
SAM
167
Secure Asset Management
Michigan
$2.07M -$6.27M -68,459 -75%
VA
168
VestGen Advisors
Illinois
$2.06M +$2.06M +22,532 New
HFW
169
Horizon Family Wealth
Illinois
$2.05M -$18K -197 -0.9%
VWM
170
Venturi Wealth Management
Texas
$2.02M -$266K -2,908 -12%
WAG
171
Wiser Advisor Group
Arizona
$2.02M +$163K +1,785 +9%
RWA
172
Redhawk Wealth Advisors
Minnesota
$2.01M -$3.84M -41,910 -66%
FHC
173
First Heartland Consultants
Missouri
$1.94M -$161K -1,758 -8%
PWH
174
Priebe Wealth Holdings
Minnesota
$1.91M +$994K +10,855 +109%
FFL
175
Financial Freedom LLC
Ohio
$1.81M -$386K -4,218 -18%
5 6
7
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