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Invesco S&P MidCap Quality ETF

388 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

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

12% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 169

13% less funds holding in top 10

Funds holding in top 10: 3228 (-4)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$1.05M
HCM
202
Hengehold Capital Management
Ohio
$1.03M
PSF
203
Pacific Sun Financial
California
$1.02M
RWA
204
Redhawk Wealth Advisors
Minnesota
$1.02M
PCFFS
205
Pacific Center for Financial Services
California
$1.02M
OFG
206
Opulen Financial Group
Virginia
$998K
BCG
207
Breakwater Capital Group
New Jersey
$996K
Brown Advisory
208
Brown Advisory
Maryland
$996K
AIC
209
Ayalon Insurance Company
Israel
$990K
SWM
210
Schwallier Wealth Management
Michigan
$987K
HPC
211
HM Payson & Co
Maine
$973K
WWA
212
Wingate Wealth Advisors
Massachusetts
$964K
Comerica Bank
213
Comerica Bank
Texas
$955K
LFA
214
Legacy Financial Advisors
Kentucky
$940K
SOS
215
Silver Oak Securities
Tennessee
$906K
GRP
216
Global Retirement Partners
California
$903K
DAS
217
Dynamic Advisor Solutions
Arizona
$854K
FPCG
218
Forum Private Client Group
Indiana
$824K
VA
219
Valmark Advisers
Ohio
$817K
GSWM
220
Golden State Wealth Management
California
$803K
DFA
221
DHK Financial Advisors
New Hampshire
$790K
GF
222
GGM Financials
Ohio
$788K
Fisher Asset Management
223
Fisher Asset Management
Washington
$786K
Fidelity Investments
224
Fidelity Investments
Massachusetts
$773K
AWA
225
Arkadios Wealth Advisors
Georgia
$768K