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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

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

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$59.4M
2
Osaic Holdings
Osaic Holdings
Arizona
$78.7M
3
AUB
Atlantic Union Bankshares
Virginia
$19.6M
4
Wells Fargo
Wells Fargo
California
$55.3M
5
TCOT
Trust Company of Toledo
Ohio
$15.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$43.8M
2
BEI
Benjamin Edwards Inc
Missouri
$728K
3
AAS
Annex Advisory Services
Wisconsin
$671K
4
EDRH
Edmond de Rothschild Holding
Switzerland
$0
5
CIM
Confluence Investment Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$1.05M -$634K -6,453 -38%
HCM
202
Hengehold Capital Management
Ohio
$1.03M -$16.1M -164,031 -94%
PSF
203
Pacific Sun Financial
California
$1.02M +$16.5K +168 +2%
RWA
204
Redhawk Wealth Advisors
Minnesota
$1.02M -$1.14M -11,606 -53%
PCFFS
205
Pacific Center for Financial Services
California
$1.02M -$288K -2,936 -22%
OFG
206
Opulen Financial Group
Virginia
$998K -$27K -275 -3%
BCG
207
Breakwater Capital Group
New Jersey
$996K -$107K -1,086 -10%
Brown Advisory
208
Brown Advisory
Maryland
$996K – – –
AIC
209
Ayalon Insurance Company
Israel
$990K +$624K +6,350 +170%
SWM
210
Schwallier Wealth Management
Michigan
$987K -$494K -5,027 -33%
WWA
211
Wingate Wealth Advisors
Massachusetts
$964K +$1.18K +12 +0.1%
Comerica Bank
212
Comerica Bank
Texas
$955K -$984K -10,012 -51%
LFA
213
Legacy Financial Advisors
Kentucky
$940K +$208K +2,117 +28%
SOS
214
Silver Oak Securities
Tennessee
$906K -$145K -1,472 -14%
GRP
215
Global Retirement Partners
California
$903K +$903K +9,195 New
DAS
216
Dynamic Advisor Solutions
Arizona
$854K -$42.1K -429 -5%
FPCG
217
Forum Private Client Group
Indiana
$824K +$824K +8,386 New
VA
218
Valmark Advisers
Ohio
$817K +$786 +8 +0.1%
GSWM
219
Golden State Wealth Management
California
$803K +$132K +1,339 +20%
DFA
220
DHK Financial Advisors
New Hampshire
$790K +$1.08K +11 +0.1%
GF
221
GGM Financials
Ohio
$788K -$948K -9,651 -55%
Fisher Asset Management
222
Fisher Asset Management
Washington
$786K +$786K +8,003 New
Fidelity Investments
223
Fidelity Investments
Massachusetts
$773K +$127K +1,289 +20%
AWA
224
Arkadios Wealth Advisors
Georgia
$768K +$1.57K +16 +0.2%
KCFA
225
Key Client Fiduciary Advisors
New Jersey
$757K +$688 +7 +0.1%
7 8
9
10 11