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Invesco S&P MidCap 400 Revenue ETF

68 hedge funds and large institutions have $226M invested in Invesco S&P MidCap 400 Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 6468 (+4)

1.73% more ownership

Funds ownership: 58.57%60.31% (+1.7%)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

6% less capital invested

Capital invested by funds: $240M → $226M (-$13.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
21
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
26
Marshall Financial Group (Maryland)
Maryland
$789K -$4.08K -46 -0.5%
MML Investors Services
27
MML Investors Services
Massachusetts
$704K +$105K +1,181 +17%
CA
28
Cetera Advisors
Colorado
$639K +$1.06K +12 +0.2%
Goldman Sachs
29
Goldman Sachs
New York
$620K -$8.88K -100 -1%
CA
30
Claro Advisors
Massachusetts
$612K +$1.42K +16 +0.2%
SMC
31
Smith, Moore & Co
Missouri
$571K +$1.69K +19 +0.3%
KFP
32
KB Financial Partners
New Jersey
$551K -$8.61K -97 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$543K +$76.8K +865 +16%
RJA
34
Raymond James & Associates
Florida
$521K -$888 -10 -0.2%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$480K +$181K +2,040 +30%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$367K -$22.2K -250 -6%
HighTower Advisors
37
HighTower Advisors
Illinois
$342K -$13K -146 -4%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$295K +$300K +3,384 New
SI
39
Stephens Inc
Arkansas
$272K
CF
40
Clarity Financial
Texas
$263K +$268K +3,016 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$261K -$4K -45 -1%
IA
42
IAM Advisory
Pennsylvania
$255K +$256K +2,883 New
FAM
43
Flaharty Asset Management
Florida
$254K +$799 +9 +0.3%
DAS
44
Dynamic Advisor Solutions
Arizona
$235K +$239K +2,690 New
EH
45
Equitable Holdings
New York
$219K
WS
46
Wedbush Securities
California
$211K +$8.79K +99 +4%
FFC
47
First Financial Corp
Indiana
$181K
MPCG
48
Matrix Private Capital Group
New York
$144K
HI
49
Harbour Investments
Wisconsin
$135K +$266 +3 +0.2%
SPIA
50
Steward Partners Investment Advisory
New York
$132K