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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
PSF
201
Pacific Sun Financial
California
$1.12M +$41.9K +406 +4%
SAM
202
Secure Asset Management
Michigan
$1.12M -$1.01M -9,754 -47%
WWA
203
Wingate Wealth Advisors
Massachusetts
$1.11M +$1.86K +18 +0.2%
LFA
204
Legacy Financial Advisors
Kentucky
$1.1M +$83.5K +809 +8%
AWM
205
Avior Wealth Management
Nebraska
$1.1M -$51.6K -500 -4%
GS
206
GWN Securities
Florida
$1.09M -$102K -990 -8%
OFG
207
Opulen Financial Group
Virginia
$1.05M +$1.75K +17 +0.2%
PCFFS
208
Pacific Center for Financial Services
California
$1.03M
Brown Advisory
209
Brown Advisory
Maryland
$1.03M -$99K -960 -9%
AIC
210
Ayalon Insurance Company
Israel
$1.03M
TCM
211
TD Capital Management
Tennessee
$1.02M -$25.3K -245 -2%
PP
212
Pearl Planning
Michigan
$973K +$980K +9,504 New
JWCA
213
J.W. Cole Advisors
Florida
$971K +$716K +6,941 +32%
Comerica Bank
214
Comerica Bank
Texas
$962K +$54.1K +524 +6%
GSWM
215
Golden State Wealth Management
California
$946K +$65.5K +635 +7%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$942K +$17.5K +170 +2%
GRP
217
Global Retirement Partners
California
$940K +$14.6K +142 +2%
PI
218
PFG Investments
New York
$922K +$205K +1,984 +28%
TWP
219
Tempus Wealth Planning
California
$922K -$206K -2,000 -18%
BCG
220
Breakwater Capital Group
New Jersey
$919K -$143K -1,388 -13%
DIA
221
Dana Investment Advisors
Wisconsin
$913K -$569K -5,518 -38%
NSG
222
Nalls Sherbakoff Group
Tennessee
$911K -$228K -2,207 -20%
IA
223
IFG Advisory
Georgia
$849K -$297K -2,876 -26%
TC
224
TAGStone Capital
North Carolina
$841K +$187K +1,809 +28%
RWA
225
Redhawk Wealth Advisors
Minnesota
$834K -$318K -3,082 -27%