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Invesco S&P MidCap Quality ETF
XMHQ

Overview Fund Activity

395 hedge funds and large institutions have $3.58B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 159 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.37%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
49
Increased
159
Reduced
152
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K

Top Buyers

1
SG
Straightline Group
Michigan
$33.2M
2
CAG
Crestwood Advisors Group
Massachusetts
$27.2M
3
UB
UMB Bank
Missouri
$26.5M
4
FIA
Foundations Investment Advisors
Arizona
$16.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40.8M
2
SAF
Smith Anglin Financial
Texas
$1.25M
3
Ameriprise
Ameriprise
Minnesota
$125M
4
EB
Eastern Bank
Massachusetts
$5.06M
5
BWL
Bogart Wealth LLC
Virginia
$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
201
KMG Fiduciary Partners
Ohio
$1.27M +$132K +1,446 +12%
SAF
202
Smith Anglin Financial
Texas
$1.25M -$70.9M -774,707 -98%
WS
203
Wedbush Securities
California
$1.25M -$60.1K -657 -5%
WA
204
WPG Advisers
Maryland
$1.24M +$208K +2,270 +20%
BFO
205
Biltmore Family Office
North Carolina
$1.24M -$22.9K -250 -2%
PCFFS
206
Pacific Center for Financial Services
California
$1.22M -$19.7M -215,739 -94%
HIA
207
Harbor Investment Advisory
Maryland
$1.2M +$30.5K +333 +3%
FFS
208
Founders Financial Securities
Maryland
$1.2M +$129K +1,410 +12%
HF
209
HRT Financial
New York
$1.17M +$1.17M +12,803 New
IA
210
IFG Advisory
Georgia
$1.15M +$231K +2,521 +25%
BBHC
211
Brown Brothers Harriman & Co
New York
$1.12M – – –
CCA
212
Cadent Capital Advisors
Oklahoma
$1.08M +$1.08M +11,828 New
SSWM
213
Sheets Smith Wealth Management
North Carolina
$1.04M -$5.31K -58 -0.5%
BCG
214
Breakwater Capital Group
New Jersey
$1.03M +$5.13K +56 +0.5%
SIM
215
Synergy Investment Management
Florida
$996K +$876K +9,569 +726%
CF
216
Centaurus Financial
California
$995K +$258K +2,819 +35%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$979K +$206K +2,246 +27%
SOS
218
Silver Oak Securities
Tennessee
$979K -$742K -8,111 -43%
OFG
219
Opulen Financial Group
Virginia
$955K +$25.6K +280 +3%
PSF
220
Pacific Sun Financial
California
$939K +$116K +1,268 +14%
Brown Advisory
221
Brown Advisory
Maryland
$928K +$18.7K +204 +2%
HPC
222
HM Payson & Co
Maine
$906K – – –
DC
223
Dorval Corp
Minnesota
$902K +$902K +9,392 New
WWA
224
Wingate Wealth Advisors
Massachusetts
$897K +$1.65K +18 +0.2%
LWMI
225
Landmark Wealth Management (Illinois)
Illinois
$836K -$7.57M -82,743 -90%
7 8
9
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