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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
LPL Financial
1
LPL Financial
California
$473M -$33.8M -327,955 -7%
Morgan Stanley
2
Morgan Stanley
New York
$247M +$26.1M +252,612 +12%
VIA
3
Vantagepoint Investment Advisers
District of Columbia
$143M -$10.9M -105,639 -7%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$134M +$14M +135,380 +12%
Ameriprise
5
Ameriprise
Minnesota
$122M +$406K +3,933 +0.3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$120M -$14.4M -139,832 -11%
Raymond James Financial
7
Raymond James Financial
Florida
$98.9M -$1.47M -14,236 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$98.3M -$800K -7,751 -0.8%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$83.2M +$10.9M +105,958 +15%
Bank of America
10
Bank of America
North Carolina
$65.9M -$742K -7,197 -1%
Wells Fargo
11
Wells Fargo
California
$57.7M +$4.4M +42,658 +8%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$47M -$406K -3,931 -0.9%
Stifel Financial
13
Stifel Financial
Missouri
$45.2M -$870K -8,435 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$43.7M -$8.55M -82,857 -16%
SG
15
Straightline Group
Michigan
$38.4M +$1.1M +10,656 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$34.9M -$2.61M -25,313 -7%
FFN
17
Focus Financial Network
Minnesota
$33.8M +$1.09M +10,610 +3%
ET
18
Equitable Trust
Tennessee
$33.8M +$24.9M +241,196 +273%
TA
19
TruWealth Advisors
Louisiana
$33.6M +$1.95M +18,910 +6%
TC
20
Trilogy Capital
California
$31.9M -$231K -2,243 -0.7%
NA
21
NewEdge Advisors
Louisiana
$31.8M +$942K +9,131 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$31.8M +$225K +2,179 +0.7%
UB
23
UMB Bank
Missouri
$31.6M +$1.27M +12,283 +4%
CAG
24
Crestwood Advisors Group
Massachusetts
$29.3M +$760K +7,372 +3%
CPA
25
Capital Planning Advisors
California
$28.1M -$84.6K -820 -0.3%