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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

59 hedge funds and large institutions have $148M invested in Invesco S&P MidCap 400 Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$7.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
SWP
4
Stratos Wealth Partners
Ohio
$1.92M
5
SCA
5
Snowden Capital Advisors
New York
$1.35M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$0
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$28M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.42M
5
UWM
5
USAdvisors Wealth Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$727K -$2.15K -42 -0.3%
KA
27
Klingman & Associates
New York
$701K – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$518K +$87.3K +1,703 +20%
CA
29
Claro Advisors
Massachusetts
$464K +$464K +7,393 New
SMC
30
Smith, Moore & Co
Missouri
$430K +$27.6K +539 +7%
Stifel Financial
31
Stifel Financial
Missouri
$331K +$138K +2,686 +72%
FAIM
32
Financial Advocates Investment Management
Washington
$299K -$21.2K -413 -7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$292K -$1.69K -33 -0.6%
IA
34
IFG Advisory
Georgia
$288K +$288K +7,948 New
FNBT
35
FineMark National Bank & Trust
Florida
$215K – – –
BWCS
36
Beirne Wealth Consulting Services
Connecticut
$205K +$205K +4,000 New
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$186K -$45.1K -881 -20%
FFC
38
First Financial Corp
Indiana
$127K – – –
TFO
39
Tarbox Family Office
California
$117K – – –
US Bancorp
40
US Bancorp
Minnesota
$101K -$27.3K -534 -21%
BWL
41
Bogart Wealth LLC
Virginia
$54K +$54K +1,055 New
HI
42
Hudock Inc
Pennsylvania
$50K +$3.18K +63 +7%
NCM
43
Next Capital Management
New York
$47K +$47K +920 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$41K +$203 +4 +0.5%
CFN
45
Cordasco Financial Network
Florida
$37K – – –
MSA
46
Marino Stram & Associates
Massachusetts
$36K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$31K – – –
Citigroup
48
Citigroup
New York
$29K – – –
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$15K +$15K +300 New
1
2
3