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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
151
CreativeOne Wealth
Kansas
$2.47M -$516K -5,017 -18%
Creative Planning
152
Creative Planning
Kansas
$2.45M +$394K +3,829 +20%
HFW
153
Horizon Family Wealth
Illinois
$2.44M +$618 +6 +0%
WAG
154
Wiser Advisor Group
Arizona
$2.32M +$2.28M +22,113 New
JWCA
155
J.W. Cole Advisors
Florida
$2.29M -$90.5K -879 -4%
GM
156
GeoWealth Management
Illinois
$2.26M -$94.7K -920 -4%
IAA
157
Independent Advisor Alliance
North Carolina
$2.25M -$26.9K -261 -1%
FCM
158
Firestone Capital Management
Florida
$2.23M
SIA
159
SkyView Investment Advisors
New Jersey
$2.21M +$11.4K +111 +0.5%
GWSG
160
GPS Wealth Strategies Group
Colorado
$2.18M +$87.8K +853 +4%
SAM
161
Secure Asset Management
Michigan
$2.18M -$29.5K -287 -1%
MFGM
162
Marshall Financial Group (Maryland)
Maryland
$2.17M +$64.8K +630 +3%
SA
163
Sonoma Allocations
California
$2.04M +$2.02M +19,619 New
IFG
164
Independent Financial Group
California
$1.94M +$178K +1,729 +10%
CFD
165
Creative Financial Designs
Indiana
$1.9M -$16.6K -161 -0.9%
OIA
166
OneDigital Investment Advisors
Kansas
$1.79M +$27.8K +270 +2%
BMWM
167
Brown Miller Wealth Management
Virginia
$1.76M +$96K +933 +6%
NMG
168
New Millennium Group
Utah
$1.74M -$2.66M -25,823 -61%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.71M -$172K -1,673 -9%
AWA
170
Adapt Wealth Advisors
Georgia
$1.7M +$1.66M +16,165 New
HIA
171
Harbor Investment Advisory
Maryland
$1.65M +$197K +1,915 +14%
Two Sigma Investments
172
Two Sigma Investments
New York
$1.63M +$1.6M +15,500 New
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$1.62M -$71.3K -693 -4%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$1.62M +$133K +1,288 +9%
HAFG
175
Hansen & Associates Financial Group
California
$1.59M +$1.6M +15,514 New

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.