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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

116 hedge funds and large institutions have $538M invested in Invesco S&P MidCap 400 Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
42
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$4.83M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.31M
4
Raymond James Financial
4
Raymond James Financial
Florida
$14.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$12.1M
2
Wells Fargo
2
Wells Fargo
California
$32M
3
PA
3
Prism Advisors
California
$15.9M
4
LPL Financial
4
LPL Financial
California
$69.7M
5
PAG
5
Private Advisor Group
New Jersey
$4.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M 861,760 +16,216 +2%
LPL Financial
2
LPL Financial
California
$69.7M 596,040 -33,216 -5%
FFW
3
Fusion Family Wealth
New York
$61M 522,140 -388 -0.1%
Wells Fargo
4
Wells Fargo
California
$32M 273,808 -53,774 -16%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.8M 238,890 -13,015 -5%
Bank of America
6
Bank of America
North Carolina
$20.5M 175,505 +4,633 +3%
RCA
7
Resonant Capital Advisors
Wisconsin
$18.9M 161,746 -791 -0.5%
RW
8
RVW Wealth
California
$16.1M 137,479 -241 -0.2%
PA
9
Prism Advisors
California
$15.9M 136,402 -46,861 -26%
Raymond James Financial
10
Raymond James Financial
Florida
$14.8M 126,366 +12,639 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$13.6M 116,051 +2,799 +2%
Ameriprise
12
Ameriprise
Minnesota
$12.1M 103,626 -59,783 -37%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.5M 89,839 +11,627 +15%
UBS Group
14
UBS Group
Switzerland
$9.42M 80,591 -15,801 -16%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.89M 64,749 +2,733 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.78M 66,512 -3,210 -5%
ES
17
Eagle Strategies
New York
$5.46M 46,682 +1,275 +3%
IAG
18
Ipsen Advisor Group
Arkansas
$5.22M 44,691 +2,061 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$4.83M 41,298 +15,593 +61%
PAG
20
Private Advisor Group
New Jersey
$4.63M 39,618 -31,731 -44%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.31M 36,896 +15,059 +69%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$4.1M 35,113 -214 -0.6%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.86M 32,902 +6,802 +26%
AFP
24
Ausdal Financial Partners
Iowa
$3.03M 25,931 -1,886 -7%
GIA
25
GHP Investment Advisors
Colorado
$2.98M 25,472 -713 -3%
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