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Invesco S&P MidCap Quality ETF

387 hedge funds and large institutions have $3.18B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 148 increasing their positions, 169 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-8
Holders Change %
-2.03%
% of All Funds
5.19%
Holding in Top 10
28
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.5%
% of All Funds
0.38%
New
36
Increased
148
Reduced
169
Closed
40
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
176
Dana Investment Advisors
Wisconsin
$1.43M -$206K -2,095 -13%
KFP
177
KMG Fiduciary Partners
Ohio
$1.42M +$58.1K +591 +4%
BFO
178
Biltmore Family Office
North Carolina
$1.42M +$90K +916 +7%
TCM
179
TD Capital Management
Tennessee
$1.4M -$212K -2,155 -13%
WA
180
WPG Advisers
Maryland
$1.39M +$55.3K +563 +4%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$1.39M -$1.72M -17,547 -55%
WS
182
Wedbush Securities
California
$1.39M +$45.5K +463 +3%
HIA
183
Harbor Investment Advisory
Maryland
$1.36M +$70.7K +720 +5%
LAS
184
LWM Advisory Services
Florida
$1.35M -$24.5K -249 -2%
DC
185
Dorval Corp
Minnesota
$1.33M +$405K +4,122 +44%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$195K +1,987 +19%
BBHC
187
Brown Brothers Harriman & Co
New York
$1.2M
IA
188
IFG Advisory
Georgia
$1.2M -$37.1K -378 -3%
GS
189
GWN Securities
Florida
$1.17M -$4.92M -50,047 -81%
SC
190
Stephens Consulting
Michigan
$1.15M -$2.62M -26,706 -70%
CF
191
Centaurus Financial
California
$1.14M +$72.9K +742 +7%
PAS
192
Park Avenue Securities
New York
$1.14M +$496K +5,054 +77%
AWM
193
Avior Wealth Management
Nebraska
$1.14M -$1.59M -16,181 -58%
DWM
194
Denver Wealth Management
Colorado
$1.14M +$442K +4,496 +64%
WA
195
Westfuller Advisors
New York
$1.12M -$333K -3,392 -23%
XPN
196
XY Planning Network
Montana
$1.11M +$451K +4,592 +69%
TWP
197
Tempus Wealth Planning
California
$1.08M -$1.43M -14,607 -57%
CCA
198
Cadent Capital Advisors
Oklahoma
$1.08M -$85.1K -866 -7%
FFL
199
Financial Freedom LLC
Ohio
$1.06M -$886K -9,018 -46%
SAF
200
Smith Anglin Financial
Texas
$1.06M -$288K -2,934 -21%