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Invesco S&P MidCap Quality ETF

393 hedge funds and large institutions have $3.16B invested in Invesco S&P MidCap Quality ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 149 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 401393 (-8)

3.17% less ownership

Funds ownership: 66.81%63.64% (-3.2%)

10% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 39

12% less funds holding in top 10

Funds holding in top 10: 3430 (-4)

12% less capital invested

Capital invested by funds: $3.59B → $3.16B (-$429M)

14% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 174

Holders
393
Holders Change
-8
Holders Change %
-2%
% of All Funds
5.17%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.39%
New
35
Increased
149
Reduced
174
Closed
39
Calls
$1.77M
Puts
Net Calls
+$1.77M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$483M -$26.2M -277,794 -5%
Morgan Stanley
2
Morgan Stanley
New York
$198M +$4.71M +49,926 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$150M -$29.4M -311,588 -17%
Ameriprise
4
Ameriprise
Minnesota
$142M +$7.92M +83,853 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$100M -$23.8M -252,131 -20%
Raymond James Financial
6
Raymond James Financial
Florida
$99.5M -$2.29M -24,231 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$75.3M +$3.28M +34,716 +5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$59.4M +$6.84M +72,407 +14%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$59.4M +$20.8M +220,687 +58%
Bank of America
10
Bank of America
North Carolina
$55.6M -$6.28M -66,479 -11%
Wells Fargo
11
Wells Fargo
California
$55.3M +$15.4M +162,924 +41%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$48.5M -$8.01M -84,822 -15%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.2M -$9.75M -103,242 -17%
HighTower Advisors
14
HighTower Advisors
Illinois
$47.3M +$2.03M +21,454 +5%
Stifel Financial
15
Stifel Financial
Missouri
$43.8M -$136M -1,444,233 -76%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$42.3M +$273K +2,892 +0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$38.5M -$7.52M -79,643 -17%
MML Investors Services
18
MML Investors Services
Massachusetts
$34.2M -$29.8M -315,361 -48%
TC
19
Trilogy Capital
California
$32.2M -$1M -10,617 -3%
SG
20
Straightline Group
Michigan
$31.7M -$3.72M -39,432 -11%
AAS
21
Avantax Advisory Services
Texas
$31.1M +$1.96M +20,756 +7%
FFN
22
Focus Financial Network
Minnesota
$30.6M +$849K +8,991 +3%
TA
23
TruWealth Advisors
Louisiana
$29.8M +$1.23M +13,023 +4%
NA
24
NewEdge Advisors
Louisiana
$28.7M +$1.7M +18,025 +7%
CPA
25
Capital Planning Advisors
California
$26.9M -$8.65M -91,660 -25%

XMHQ Hedge Fund Activity: Q2 2025 in Review

393 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q2 2025, worth a combined $3.16B — down 12% from $3.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of XMHQ and 35 opened new positions — a net loss of 4 holders — while 174 trimmed existing stakes and 149 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $20.8M. The largest seller was Stifel Financial, cutting an estimated $136M.

  • 393 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q2 2025, down from 401 in Q1 2025.
  • Funds reported $3.16B of Invesco S&P MidCap Quality ETF stock for Q2 2025, down 12% quarter-over-quarter.
  • 35 funds opened new Invesco S&P MidCap Quality ETF positions in Q2 2025 and 39 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $20.8M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q2 2025 was Stifel Financial, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2025.