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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
LPL Financial
1
LPL Financial
California
$475M -$14.5M -148,846 -3%
Morgan Stanley
2
Morgan Stanley
New York
$180M -$21.1M -216,262 -10%
Stifel Financial
3
Stifel Financial
Missouri
$173M +$8.94M +91,711 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$168M -$17M -174,137 -9%
Ameriprise
5
Ameriprise
Minnesota
$125M -$51.4M -527,224 -28%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$117M +$7.67M +78,650 +7%
BEI
7
Benjamin Edwards Inc
Missouri
$111M +$2.74M +28,063 +2%
AAS
8
Annex Advisory Services
Wisconsin
$102M +$5.51M +56,559 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$94.9M +$9.39M +96,324 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$67M +$13.4M +137,889 +23%
MML Investors Services
11
MML Investors Services
Massachusetts
$60.8M +$5.13M +52,660 +9%
SPWG
12
Syntegra Private Wealth Group
Missouri
$58.6M -$6.85M -70,335 -10%
Bank of America
13
Bank of America
North Carolina
$57.8M +$6.32M +64,893 +11%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$55.2M -$27.4M -281,347 -32%
Osaic Holdings
15
Osaic Holdings
Arizona
$54.4M -$24.1M -246,923 -29%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$52.9M +$14.2M +146,209 +34%
CIM
17
Confluence Investment Management
Missouri
$50.2M +$464K +4,758 +0.9%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$48.6M +$14.1M +144,740 +37%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$43.2M -$5.01M -51,370 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$42.1M -$32.2M -330,202 -42%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$40.8M -$66.1M -677,879 -64%
Wells Fargo
22
Wells Fargo
California
$36.6M +$13.6M +139,323 +54%
CPA
23
Capital Planning Advisors
California
$33.5M +$1.88M +19,243 +6%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$33.3M -$395K -4,054 -0.9%
SG
25
Straightline Group
Michigan
$33.2M +$35.3M +362,032 New

XMHQ Hedge Fund Activity: Q1 2025 in Review

401 of the 7,457 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.