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Invesco S&P MidCap Quality ETF

420 hedge funds and large institutions have $3.36B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 143 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 34

15% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 143

6% more funds holding

Funds holding: 395420 (+25)

5.31% more ownership

Funds ownership: 61.13%66.44% (+5.3%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

0% more capital invested

Capital invested by funds: $3.35B → $3.36B (+$14.5M)

Holders
420
Holders Change
+25
Holders Change %
+6.33%
% of All Funds
5.11%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.41%
New
65
Increased
164
Reduced
143
Closed
34
Calls
$1.22M
Puts
Net Calls
+$1.22M
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
151
Cassady Wealth & Retirement Planning
Nevada
$2.71M +$2.73M +26,464 New
MIA
152
Milestone Investment Advisors
Wisconsin
$2.62M -$174K -1,688 -6%
HAP
153
Harbor Asset Planning
Massachusetts
$2.55M +$4.95K +48 +0.2%
Creative Planning
154
Creative Planning
Kansas
$2.54M +$148K +1,435 +6%
MPW
155
Melone Private Wealth
Michigan
$2.46M +$2.48M +24,018 New
MFGM
156
Marshall Financial Group (Maryland)
Maryland
$2.46M +$349K +3,386 +16%
HFW
157
Horizon Family Wealth
Illinois
$2.44M +$65.2K +632 +3%
CW
158
CreativeOne Wealth
Kansas
$2.39M -$16.7K -162 -0.7%
MFG
159
Mann Financial Group
Minnesota
$2.38M +$1.01M +9,819 +73%
KWA
160
Kingswood Wealth Advisors
California
$2.34M -$121K -1,172 -5%
WAG
161
Wiser Advisor Group
Arizona
$2.31M +$44.8K +434 +2%
AEPWM
162
Atlantic Edge Private Wealth Management
Florida
$2.29M -$688K -6,671 -23%
ASN
163
Advisory Services Network
Georgia
$2.25M -$549K -5,323 -20%
SIA
164
SkyView Investment Advisors
New Jersey
$2.23M +$76.8K +744 +4%
FCM
165
Firestone Capital Management
Florida
$2.18M
NSUP
166
NLB Skladi upravljanje premozenja
$2.15M +$2.17M +21,000 New
IAA
167
Independent Advisor Alliance
North Carolina
$2.14M -$55.8K -541 -3%
SA
168
Sonoma Allocations
California
$2.13M +$36.9K +358 +2%
SPIA
169
Steward Partners Investment Advisory
New York
$2.1M -$538K -5,218 -20%
CFD
170
Creative Financial Designs
Indiana
$1.98M +$130K +1,261 +7%
BMWM
171
Brown Miller Wealth Management
Virginia
$1.96M +$241K +2,334 +14%
OIA
172
OneDigital Investment Advisors
Kansas
$1.96M +$213K +2,069 +12%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$1.86M +$1.88M +18,210 New
CCMG
174
Connecticut Capital Management Group
Connecticut
$1.81M +$1.82M +17,659 New
PAS
175
Park Avenue Securities
New York
$1.75M +$247K +2,393 +16%