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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

74 hedge funds and large institutions have $201M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
21
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.8M
2
LPL Financial
2
LPL Financial
California
$24.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.5M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$5.99M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$840K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.73M
2
FFW
2
Fusion Family Wealth
New York
$33.9M
3
ES
3
Eagle Strategies
New York
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.37M
5
RW
5
RVW Wealth
California
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$678K -$2.6K -35 -0.4%
Truist Financial
27
Truist Financial
North Carolina
$635K +$121K +1,622 +23%
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$633K -$63.2K -849 -9%
CA
29
Cetera Advisors
Colorado
$614K -$2.01K -27 -0.3%
CA
30
Claro Advisors
Massachusetts
$553K – – –
AA
31
Ancora Advisors
Ohio
$530K -$81.7K -1,097 -13%
Goldman Sachs
32
Goldman Sachs
New York
$529K – – –
SMC
33
Smith, Moore & Co
Missouri
$477K +$1.64K +22 +0.3%
LA
34
Latitude Advisors
Florida
$432K +$1.41K +19 +0.3%
HIC
35
Hartline Investment Corp
Illinois
$432K +$432K +5,804 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$370K +$59.1K +795 +19%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$332K -$56.1K -753 -14%
NL
38
NWAM LLC
Washington
$307K +$307K +4,122 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$292K -$15K -201 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$266K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$265K +$8.54K +115 +3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$252K – – –
WWM
43
Western Wealth Management
Colorado
$242K +$242K +3,252 New
KAS
44
Kestra Advisory Services
Texas
$236K +$236K +3,171 New
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$230K -$3.64K -49 -2%
FAM
46
Flaharty Asset Management
Florida
$219K +$745 +10 +0.3%
BC
47
Bowman & Company
Wisconsin
$210K -$297 -4 -0.1%
PTC
48
Private Trust Company
Ohio
$155K – – –
FFC
49
First Financial Corp
Indiana
$148K – – –
IA
50
IFP Advisors
Florida
$135K +$1.98K +35 +1%
1
2
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