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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 %
PWM
26
Perigon Wealth Management
California
$2.92M 24,999 -1,143 -4%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.81M 24,026 -676 -3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.54M 21,694 +346 +2%
NL
29
NWAM LLC
Washington
$2.51M 20,724 +124 +0.6%
SPC
30
Sigma Planning Corp
Michigan
$2.28M 19,543 -835 -4%
GWM
31
Geneos Wealth Management
Colorado
$2.25M 19,247 -11,416 -37%
VFPW
32
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.14M 18,291 +1,628 +10%
Truist Financial
33
Truist Financial
North Carolina
$1.98M 16,979 -155 -0.9%
IRC
34
Investors Research Corp
Georgia
$1.89M 16,156 -119 -0.7%
WWM
35
Western Wealth Management
Colorado
$1.79M 15,292 +183 +1%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.67M 14,318 +53 +0.4%
KA
37
Klingman & Associates
New York
$1.51M 12,954 – –
NA
38
NewEdge Advisors
Louisiana
$1.39M 11,909 +1,359 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.37M 11,758 +188 +2%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.28M 10,959 -1,447 -12%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.24M 10,631 +1,327 +14%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M 10,202 +1,862 +22%
AA
43
Ancora Advisors
Ohio
$1.18M 10,088 -1,121 -10%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.17M 10,000 +10,000 New
WA
45
Waverly Advisors
Alabama
$1.16M 9,914 +243 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.08M 9,216 -929 -9%
Stifel Financial
47
Stifel Financial
Missouri
$1.07M 9,121 +110 +1%
SCA
48
Snowden Capital Advisors
New York
$1.05M 8,993 -1 -0%
US Bancorp
49
US Bancorp
Minnesota
$967K 8,270 +400 +5%
KAS
50
Kestra Advisory Services
Texas
$911K 7,795 +868 +13%
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