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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
BWM
176
BNB Wealth Management
Maryland
$1.73M +$1.74M +16,842 New
MWA
177
MFA Wealth Advisors
Pennsylvania
$1.71M -$1.04M -10,111 -38%
NMG
178
New Millennium Group
Utah
$1.66M -$37.8K -366 -2%
HIA
179
Harbor Investment Advisory
Maryland
$1.65M +$36.9K +358 +2%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.63M +$56.9K +552 +4%
PF
181
Prota Financial
Texas
$1.58M +$1.6M +15,473 New
WA
182
WPG Advisers
Maryland
$1.57M +$130K +1,257 +9%
WA
183
Westfuller Advisors
New York
$1.57M +$91K +882 +6%
RBFC
184
Roman Butler Fullerton & Co
Missouri
$1.57M +$16.2K +157 +1%
GJIA
185
Glass Jacobson Investment Advisors
Maryland
$1.55M -$36.6K -355 -2%
GM
186
GeoWealth Management
Illinois
$1.52M -$694K -6,726 -31%
KFP
187
KMG Fiduciary Partners
Ohio
$1.46M +$22.1K +214 +2%
VWA
188
Visionary Wealth Advisors
Illinois
$1.45M +$6.91K +67 +0.5%
EB
189
Eastern Bank
Massachusetts
$1.44M -$2.04M -19,730 -58%
BBHC
190
Brown Brothers Harriman & Co
New York
$1.44M +$104K +1,005 +8%
BFO
191
Biltmore Family Office
North Carolina
$1.43M -$50.5K -490 -3%
DC
192
Dorval Corp
Minnesota
$1.39M +$10.1K +98 +0.7%
IFG
193
Independent Financial Group
California
$1.29M -$601K -5,822 -32%
FFG
194
Fortune Financial Group
Florida
$1.29M +$1.02M +9,934 New
Truist Financial
195
Truist Financial
North Carolina
$1.16M +$37.1K +360 +3%
CF
196
Centaurus Financial
California
$1.16M +$18.7K +181 +2%
ECM
197
Ethos Capital Management
Pennsylvania
$1.16M +$1.16M +11,285 New
FPCG
198
Forum Private Client Group
Indiana
$1.14M +$204K +1,973 +21%
SOS
199
Silver Oak Securities
Tennessee
$1.14M +$49.9K +484 +5%
S4W
200
Solutions 4 Wealth
Texas
$1.13M +$545K +5,284 +92%