We are live on ! Find out more
XMHQ icon

Invesco S&P MidCap Quality ETF

401 hedge funds and large institutions have $3.59B invested in Invesco S&P MidCap Quality ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 154 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

5% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 154

0% less funds holding

Funds holding: 402401 (-1)

3.69% less ownership

Funds ownership: 70.5%66.81% (-3.7%)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

21% less capital invested

Capital invested by funds: $4.52B → $3.59B (-$930M)

32% less call options, than puts

Call options by funds: $430K | Put options by funds: $632K

Holders
401
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.38%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.46%
New
51
Increased
161
Reduced
154
Closed
48
Calls
$430K
Puts
$632K
Net Calls
-$202K
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
201
WESCAP Management Group
California
$1.31M +$1.39M +14,289 New
KWM
202
Kingsview Wealth Management
Oregon
$1.29M +$265K +2,718 +24%
LAS
203
LWM Advisory Services
Florida
$1.28M -$685K -7,029 -33%
KFP
204
KMG Fiduciary Partners
Ohio
$1.27M +$141K +1,446 +12%
SAF
205
Smith Anglin Financial
Texas
$1.25M -$75.5M -774,707 -98%
WS
206
Wedbush Securities
California
$1.25M -$64K -657 -5%
WA
207
WPG Advisers
Maryland
$1.24M +$221K +2,270 +20%
BFO
208
Biltmore Family Office
North Carolina
$1.24M -$24.4K -250 -2%
PCFFS
209
Pacific Center for Financial Services
California
$1.22M -$21M -215,739 -94%
HIA
210
Harbor Investment Advisory
Maryland
$1.2M +$32.5K +333 +3%
FFS
211
Founders Financial Securities
Maryland
$1.2M +$137K +1,410 +12%
HF
212
HRT Financial
New York
$1.17M +$1.25M +12,803 New
IA
213
IFG Advisory
Georgia
$1.15M +$246K +2,521 +25%
BBHC
214
Brown Brothers Harriman & Co
New York
$1.12M
CCA
215
Cadent Capital Advisors
Oklahoma
$1.08M +$1.15M +11,828 New
SSWM
216
Sheets Smith Wealth Management
North Carolina
$1.04M -$5.65K -58 -0.5%
BCG
217
Breakwater Capital Group
New Jersey
$1.03M +$5.46K +56 +0.5%
NSG
218
Nalls Sherbakoff Group
Tennessee
$1.01M +$1.07M +10,996 New
SIM
219
Synergy Investment Management
Florida
$996K +$933K +9,569 +726%
CF
220
Centaurus Financial
California
$995K +$275K +2,819 +35%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$979K +$219K +2,246 +27%
SOS
222
Silver Oak Securities
Tennessee
$979K -$790K -8,111 -43%
OFG
223
Opulen Financial Group
Virginia
$955K +$27.3K +280 +3%
PSF
224
Pacific Sun Financial
California
$939K +$124K +1,268 +14%
Brown Advisory
225
Brown Advisory
Maryland
$928K +$19.9K +204 +2%

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q1 2025, worth a combined $3.59B — down 21% from $4.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new XMHQ positions and 48 closed out — a net gain of 3 holders — while 161 added to existing stakes and 154 trimmed.

The largest buyer was Straightline Group, opening a new position worth an estimated $35.3M. The largest seller was Smith Anglin Financial, cutting an estimated $75.5M.

  • 401 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q1 2025, down from 402 in Q4 2024.
  • Funds reported $3.59B of Invesco S&P MidCap Quality ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 51 funds opened new Invesco S&P MidCap Quality ETF positions in Q1 2025 and 48 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q1 2025 was Straightline Group, an estimated $35.3M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q1 2025 was Smith Anglin Financial, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2025.