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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
BMWM
176
Brown Miller Wealth Management
Virginia
$1.56M +$82.8K +877 +6%
RBFC
177
Roman Butler Fullerton & Co
Missouri
$1.47M -$108K -1,147 -8%
KWM
178
Kingsview Wealth Management
Oregon
$1.44M +$52.6K +557 +4%
DIA
179
Dana Investment Advisors
Wisconsin
$1.43M -$198K -2,095 -13%
KFP
180
KMG Fiduciary Partners
Ohio
$1.42M +$55.8K +591 +4%
BFO
181
Biltmore Family Office
North Carolina
$1.42M +$86.5K +916 +7%
TCM
182
TD Capital Management
Tennessee
$1.4M -$203K -2,155 -13%
WA
183
WPG Advisers
Maryland
$1.39M +$53.2K +563 +4%
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$1.39M -$1.66M -17,547 -55%
WS
185
Wedbush Securities
California
$1.39M +$43.7K +463 +3%
HIA
186
Harbor Investment Advisory
Maryland
$1.36M +$68K +720 +5%
LAS
187
LWM Advisory Services
Florida
$1.35M -$23.5K -249 -2%
DC
188
Dorval Corp
Minnesota
$1.33M +$389K +4,122 +44%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$188K +1,987 +19%
BBHC
190
Brown Brothers Harriman & Co
New York
$1.2M
IA
191
IFG Advisory
Georgia
$1.2M -$35.7K -378 -3%
GS
192
GWN Securities
Florida
$1.17M -$4.72M -50,047 -81%
SC
193
Stephens Consulting
Michigan
$1.15M -$2.52M -26,706 -70%
CF
194
Centaurus Financial
California
$1.14M +$70.1K +742 +7%
PAS
195
Park Avenue Securities
New York
$1.14M +$477K +5,054 +77%
AWM
196
Avior Wealth Management
Nebraska
$1.14M -$1.53M -16,181 -58%
DWM
197
Denver Wealth Management
Colorado
$1.14M +$424K +4,496 +64%
WA
198
Westfuller Advisors
New York
$1.12M -$320K -3,392 -23%
XPN
199
XY Planning Network
Montana
$1.11M +$434K +4,592 +69%
NSG
200
Nalls Sherbakoff Group
Tennessee
$1.08M +$4.15K +44 +0.4%

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.