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Invesco S&P MidCap 400 Revenue ETF
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Overview Fund Activity

72 hedge funds and large institutions have $236M invested in Invesco S&P MidCap 400 Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
29
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.5M
2
FFW
2
Fusion Family Wealth
New York
$38.7M
3
LPL Financial
3
LPL Financial
California
$31.2M
4
EH
4
Equitable Holdings
New York
$2.02M
5
RJA
5
Raymond James & Associates
Florida
$2.37M

Top Sellers

1
RW
1
RVW Wealth
California
$20.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.98M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$947K
5
Bank of America
5
Bank of America
North Carolina
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$733K 8,541 – –
CA
27
Cetera Advisors
Colorado
$728K 8,475 +216 +3%
MFGM
28
Marshall Financial Group (Maryland)
Maryland
$696K 8,111 -398 -5%
BWP
29
Balboa Wealth Partners
Arizona
$635K 7,400 +7,400 New
Goldman Sachs
30
Goldman Sachs
New York
$610K 7,104 – –
CA
31
Claro Advisors
Massachusetts
$609K 7,090 +32 +0.5%
SWP
32
Stratos Wealth Partners
Ohio
$582K 6,782 +6,782 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$569K 6,627 +3,060 +86%
SMC
34
Smith, Moore & Co
Missouri
$552K 6,430 +17 +0.3%
WWM
35
Western Wealth Management
Colorado
$550K 6,407 +3,155 +97%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$533K 6,206 -5,421 -47%
LA
37
Latitude Advisors
Florida
$500K 5,819 +15 +0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$454K 5,285 +307 +6%
NL
39
NWAM LLC
Washington
$355K 4,128 +6 +0.1%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$339K 3,944 +25 +0.6%
HighTower Advisors
41
HighTower Advisors
Illinois
$308K 3,585 – –
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$291K 3,384 – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$266K 3,097 – –
TAIM
44
TD Ameritrade Investment Management
Nebraska
$259K 3,011 -1,445 -32%
FAM
45
Flaharty Asset Management
Florida
$229K 2,668 -273 -9%
SB
46
Strategic Blueprint
Georgia
$224K 2,606 +2,606 New
BC
47
Bowman & Company
Wisconsin
$217K 2,531 -295 -10%
PTC
48
Private Trust Company
Ohio
$179K 2,080 – –
FFC
49
First Financial Corp
Indiana
$171K 1,988 – –
GWM
50
Geneos Wealth Management
Colorado
$148K 1,725 +1,475 +590%
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