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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
PAS
176
Park Avenue Securities
New York
$1.54M +$315K +3,060 +26%
BFO
177
Biltmore Family Office
North Carolina
$1.52M
DIA
178
Dana Investment Advisors
Wisconsin
$1.52M -$11.3K -110 -0.8%
WA
179
Westfuller Advisors
New York
$1.51M +$307K +2,983 +26%
VWA
180
Visionary Wealth Advisors
Illinois
$1.48M -$1.63M -15,849 -53%
WA
181
WPG Advisers
Maryland
$1.48M -$1.44K -14 -0.1%
RBFC
182
Roman Butler Fullerton & Co
Missouri
$1.48M +$4.74K +46 +0.3%
KFP
183
KMG Fiduciary Partners
Ohio
$1.47M -$48.6K -472 -3%
DC
184
Dorval Corp
Minnesota
$1.42M
MFG
185
Mann Financial Group
Minnesota
$1.41M +$1.38M +13,452 New
BBHC
186
Brown Brothers Harriman & Co
New York
$1.37M +$83.3K +809 +7%
VA
187
Valmark Advisers
Ohio
$1.27M +$390K +3,785 +45%
GS
188
GWN Securities
Florida
$1.22M -$29.8K -290 -2%
WS
189
Wedbush Securities
California
$1.2M -$275K -2,675 -19%
AWM
190
Avior Wealth Management
Nebraska
$1.18M -$35.1K -341 -3%
RWA
191
Redhawk Wealth Advisors
Minnesota
$1.18M +$85.2K +828 +8%
IA
192
IFG Advisory
Georgia
$1.17M -$107K -1,036 -8%
CF
193
Centaurus Financial
California
$1.17M -$49.8K -484 -4%
NSG
194
Nalls Sherbakoff Group
Tennessee
$1.17M +$6.38K +62 +0.6%
Brown Advisory
195
Brown Advisory
Maryland
$1.16M +$92.6K +900 +9%
TWP
196
Tempus Wealth Planning
California
$1.15M
Truist Financial
197
Truist Financial
North Carolina
$1.15M +$27.9K +271 +3%
WWA
198
Wingate Wealth Advisors
Massachusetts
$1.14M +$104K +1,009 +10%
XPN
199
XY Planning Network
Montana
$1.11M
PSF
200
Pacific Sun Financial
California
$1.11M +$11.4K +111 +1%

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.