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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$2.34M +$166K +1,755 +8%
FHC
152
First Heartland Consultants
Missouri
$2.3M +$216K +2,293 +11%
NIWA
153
New Insight Wealth Advisors
California
$2.29M +$46.7K +495 +2%
HFW
154
Horizon Family Wealth
Illinois
$2.28M +$76.5K +810 +4%
DWAM
155
Duncan Williams Asset Management
Tennessee
$2.27M -$226K -2,391 -9%
CIG
156
CHB Investment Group
Pennsylvania
$2.26M -$16.3K -173 -0.7%
JWCA
157
J.W. Cole Advisors
Florida
$2.23M +$1.57M +16,609 +275%
GM
158
GeoWealth Management
Illinois
$2.21M -$74.4K -788 -3%
IAA
159
Independent Advisor Alliance
North Carolina
$2.13M +$375K +3,977 +22%
PWH
160
Priebe Wealth Holdings
Minnesota
$2.13M +$78.5K +831 +4%
FCM
161
Firestone Capital Management
Florida
$2.09M +$2.01M +21,255 New
SAM
162
Secure Asset Management
Michigan
$2.06M -$156K -1,656 -7%
SIA
163
SkyView Investment Advisors
New Jersey
$2.06M +$106K +1,128 +6%
MFGM
164
Marshall Financial Group (Maryland)
Maryland
$2M +$31.5K +334 +2%
GWSG
165
GPS Wealth Strategies Group
Colorado
$1.95M +$86.7K +918 +5%
Creative Planning
166
Creative Planning
Kansas
$1.92M +$148K +1,571 +9%
Tudor Investment Corp
167
Tudor Investment Corp
Connecticut
$1.91M +$1.83M +19,392 New
CFD
168
Creative Financial Designs
Indiana
$1.79M +$114K +1,209 +7%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.76M -$88.2K -934 -5%
IWC
170
Integrated Wealth Concepts
Massachusetts
$1.69M +$1.27M +13,431 +355%
VA
171
VestGen Advisors
Illinois
$1.65M -$541K -5,731 -25%
FTUS
172
Flow Traders U.S.
New York
$1.65M +$920K +9,748 +139%
OIA
173
OneDigital Investment Advisors
Kansas
$1.65M +$86.8K +919 +6%
IFG
174
Independent Financial Group
California
$1.64M +$45.3K +480 +3%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$1.59M +$103K +1,091 +7%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.