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Invesco S&P MidCap Quality ETF

395 hedge funds and large institutions have $3.35B invested in Invesco S&P MidCap Quality ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 150 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more capital invested

Capital invested by funds: $3.16B → $3.35B (+$183M)

3% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 150

1% more funds holding

Funds holding: 393395 (+2)

2.51% less ownership

Funds ownership: 63.64%61.13% (-2.5%)

Holders
395
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.43%
New
44
Increased
155
Reduced
150
Closed
30
Calls
$945K
Puts
Net Calls
+$945K
Net Calls Change
-$823K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$520M +$3.65M +35,481 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$227M +$15.1M +146,599 +7%
VIA
3
Vantagepoint Investment Advisers
District of Columbia
$158M +$155M +1,506,189 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$137M -$22.7M -220,409 -14%
Ameriprise
5
Ameriprise
Minnesota
$125M -$27M -262,638 -18%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$123M +$41.7M +405,035 +53%
Raymond James Financial
7
Raymond James Financial
Florida
$103M -$3.35M -32,596 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$102M -$5.58M -54,210 -5%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$74.2M +$10.6M +102,731 +17%
Bank of America
10
Bank of America
North Carolina
$68.3M +$8.76M +85,149 +15%
Wells Fargo
11
Wells Fargo
California
$54.6M -$4.32M -41,984 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$53.4M +$1.93M +18,766 +4%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$47.8M +$2.55M +24,805 +6%
Stifel Financial
14
Stifel Financial
Missouri
$47.2M +$410K +3,984 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$38.4M -$2.65M -25,754 -7%
SG
16
Straightline Group
Michigan
$36.1M +$2.16M +20,963 +6%
FFN
17
Focus Financial Network
Minnesota
$33.5M +$780K +7,581 +2%
TC
18
Trilogy Capital
California
$32.9M -$1.52M -14,722 -4%
TA
19
TruWealth Advisors
Louisiana
$32.4M +$552K +5,368 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$32.3M -$19.1M -185,627 -38%
HighTower Advisors
21
HighTower Advisors
Illinois
$31.8M -$18.4M -178,969 -37%
NA
22
NewEdge Advisors
Louisiana
$31.7M +$1.02M +9,928 +3%
UB
23
UMB Bank
Missouri
$31.1M +$2.61M +25,347 +9%
CAG
24
Crestwood Advisors Group
Massachusetts
$29.2M +$1.05M +10,235 +4%
CPA
25
Capital Planning Advisors
California
$28.9M +$86.5K +840 +0.3%

XMHQ Hedge Fund Activity: Q3 2025 in Review

395 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Quality ETF (XMHQ) for Q3 2025, worth a combined $3.35B — up 5.8% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new XMHQ positions and 30 closed out — a net gain of 14 holders — while 155 added to existing stakes and 150 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $155M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $59.4M sold.

  • 395 institutional investors held Invesco S&P MidCap Quality ETF (XMHQ) as of Q3 2025, up from 393 in Q2 2025.
  • Funds reported $3.35B of Invesco S&P MidCap Quality ETF stock for Q3 2025, up 5.8% quarter-over-quarter.
  • 44 funds opened new Invesco S&P MidCap Quality ETF positions in Q3 2025 and 30 closed out, a net change of +14 holders.
  • The largest Invesco S&P MidCap Quality ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $155M added.
  • The largest Invesco S&P MidCap Quality ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.4M sold.

Based on aggregated 13F filings for Q3 2025.