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Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
PWH
176
Priebe Wealth Holdings
Minnesota
$1.91M +$1.06M +10,855 +109%
FFL
177
Financial Freedom LLC
Ohio
$1.81M -$411K -4,218 -18%
SIA
178
SkyView Investment Advisors
New Jersey
$1.81M -$602K -6,182 -24%
Comerica Bank
179
Comerica Bank
Texas
$1.81M -$49.2K -505 -2%
MFGM
180
Marshall Financial Group (Maryland)
Maryland
$1.8M +$1.92M +19,663 New
Jane Street
181
Jane Street
New York
$1.79M +$1.91M +19,592 New
GWSG
182
GPS Wealth Strategies Group
Colorado
$1.74M +$147K +1,511 +9%
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$1.73M -$32.3K -331 -2%
AAP
184
Arax Advisory Partners
Colorado
$1.68M +$1.78M +18,311 New
Creative Planning
185
Creative Planning
Kansas
$1.64M +$95.1K +976 +6%
IAA
186
Independent Advisor Alliance
North Carolina
$1.62M -$21.2M -217,582 -92%
GF
187
GGM Financials
Ohio
$1.62M -$451K -4,631 -21%
Truist Financial
188
Truist Financial
North Carolina
$1.57M -$1.27M -13,039 -43%
CFD
189
Creative Financial Designs
Indiana
$1.56M +$191K +1,960 +13%
DIA
190
Dana Investment Advisors
Wisconsin
$1.52M -$452K -4,637 -22%
TCM
191
TD Capital Management
Tennessee
$1.51M -$258K -2,652 -14%
IFG
192
Independent Financial Group
California
$1.49M +$103K +1,059 +7%
GJIA
193
Glass Jacobson Investment Advisors
Maryland
$1.48M
D.E. Shaw & Co
194
D.E. Shaw & Co
New York
$1.46M -$1.83M -18,776 -54%
OIA
195
OneDigital Investment Advisors
Kansas
$1.45M -$633K -6,490 -29%
AI
196
Atria Investments
North Carolina
$1.38M -$1.04M -10,647 -41%
SWM
197
Schwallier Wealth Management
Michigan
$1.38M -$9.8M -100,519 -87%
BMWM
198
Brown Miller Wealth Management
Virginia
$1.37M +$1.46M +14,976 New
WA
199
Westfuller Advisors
New York
$1.36M +$18.9K +194 +1%
RBFC
200
Roman Butler Fullerton & Co
Missouri
$1.36M -$22.8K -234 -2%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.